Planning Manager
The Planning Manager provides sponsoring companies the ability to create, organize, manage, and update all company or project/shell planning initiatives from conception to completion. It supports defining an unlimited number of planning categories—such as capital project planning, IT planning, and resource planning—providing a flexible method for managing and organizing any type of planning initiative.
Planning Manager also allows you to define unique planning item property forms and planning sheets. Each planning sheet can be configured with any number of columns to capture and manage data for all planned items. In addition, planning sheets can be configured to compare planned data with actual rolled-up data from the projects/shells related to each planned initiative.
Planning Manager supports planning for new projects/shells, as well as proposals, and enables forecasting for projects/shells already in progress. While planned projects or shells cannot be administered in the same way as active ones, you can manage their planning phases using business processes (BPs). Planned projects or shells can include cost sheets, resource sheets, funding sheets, and other BPs, with certain data (such as dates and costs) treated as forecasts.
You can use Planning Manager at both the company level and the project/shell level.
The planning sheet is central to Planning Manager functionality. Each planning item type (for example, a capital plan or a campus remodel) can have one or more planning sheets containing information about all plans of that type under consideration. From these sheets, you can access, create, update, import, and export company plans. BPs designed for planning items can roll up data to the planning sheets.
- You can update plans based on changes made on the planning sheet.
- You can refresh the planning sheet with updates made to individual plans.
Using a Project/Shell Creation-type BP, you can automatically create projects/shells when planning items reach a specified status or condition. If the BP includes a Planning Item Picker, the system links the new project or shell to the selected planning item. When the project/shell is created, the link is established automatically, and data begins rolling up to the planning sheet from associated BPs.
The snapshot feature allows you to capture a point-in-time view of a planning sheet, enabling deeper analysis of specific plans or planning phases.
- Create plans and proposals
- Import plans from external applications
- Export plan templates
- Link plans to active projects/shells
- Create and manage planning sheets
- Work with data for one or multiple plans or proposals
- Update individual plans using data entered in the planning sheet
- Refresh sheet data, such as changes to dates or cost numbers