---
alias: user-guide-create-plan
tags:
- scheduling
description: "This documentation outlines the process for creating a plan, including its configuration and associated items"
---

# Create Plan

:lock: Plan.**Create**

:lock: Plan.**CreateTemplate**

:lock: Plan.**CreateFromTemplate**

## Overview

This operation is used to create a **Plan** and the configurations that will be the integral part of its fulfillment. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Plan** does not currently exist in the system.

## Sequence of Steps

You can create a **Plan** from the **Plan** page within the Business Data Group.

### Step 1: General Data

1. Provide a name for the **Plan**.
2. Optionally, provide a description of the **Plan**.
3. Optionally, define the **Data Group** to which this entity will belong.
4. Optionally, select a parent **Plan** for the current entity, a plan considering a wider scope, within which is the scope of the current **Plan**.
5. Optionally, select a plan group, which is a set of **Plans** with the same manufacturing level, time unit and Plan Item, with units corresponding to different stages in a process.
6. Define the manufacturing level to which this **Plan** will apply. Possible choices are:
      * Area
      * Enterprise
      * Facility
      * Site
7. Depending on the manufacturing level selected, choose the actual system object that will be considered for planned and actual volumes.
8. Select the **Calendar** to use in the volume calculations. If the system object selected above has a default **Calendar**, it will be automatically selected.
9. Optionally choose the units considered for planned and actual volumes.
10. Choose the Plan Item level to use, defined in terms of the production item. Possible options are:
    * **Product**
    * **Product Group**
11. Select the time frame for the **Plan**, specifying the temporal granularity. Possible choices are:
    * Month
    * Week
    * Day
    * Shift
12. Select the planning horizon for the time frame, which will determine the span of the **Plan**. Value is numeric and depends on the time frame granularity selected above (with a number for days being used for both Day and Shift granularity).
13. Select the frozen period, an initial period that prevents changes to the plan values upon being reached. Value is numeric and depends on the time frame granularity selected above (with a number for days being used for both Day and Shift granularity).
14. Select the synchronization mode for the sub-plans of this **Plan**, defining the terms of automatically breaking down targets:
    * None: no Synchronization between Plans.
    * Rule: if selected, also define a **Rule** to calculate the values to be set on the item of each **Plan Time Frame Items** of the child **Plan**.
    * Breakdown evenly by period: if both the parent and child **Plans** coincide in terms of manufacturing level and Plan Item but differ in terms of the selected time unit, then each planned volume of each **Plan Time Frame Item** is divided evenly between the **Plan Time Frame Items** of the child **Plan** that correspond to the same **Plan Time Frame**.
15. Select **Next** to continue to the next section.

![Screenshot showing a general data entry form with fields for "4H Croste Plan" and other related information.](images/create_plan_step_one.png)

### Step 2: Plan Items

Add as many **Plan Items** as desired (press :material-plus: to add and :material-trash-can: to remove), specifying for each item a system object of the manufacturing level type defined in the previous step (**Product** or **Product Group**).

![Screenshot showing a user interface with fields to add and remove plan items for a manufacturing process.](images/create_plan_step_two.png)

After you select the **Plan Items**, select **Next** to continue to the next section.

### Step 3: Volume Counting Steps

In this step, select which of the **Steps** will be considered when performing volume calculations. Add as many **Steps** as desired (press :material-plus: to add and :material-trash-can: to remove), specifying for each item:

1. The **Facility** from which the **Step** will be selected. The **Facility** will be automatically filled in depending on the manufacturing level selected in the first panel.
2. The **Step**, selected from the list of **Steps** available in the manufacturing level selected above.
3. Optionally specify a logical **FlowPath** for the **Step** so that only **Materials** with this logical **FlowPath** may be considered.

![Screenshot showing a user interface with Volume Counting Steps and an option to specify a logical FlowPath.](images/create_plan_step_three.png)

After you select the **Steps**, select **Next** to continue to the next section.

### Step 4: Excluded Material Types

In this step, select all **Material** types that should be excluded from volume calculations. Add as many **Material** types as desired (press :material-plus: to add and :material-trash-can: to remove), specifying for each item the **Material** type.

![Screenshot showing a list of material types to be excluded from volume calculations.](images/create_plan_step_four.png)

After you select the **Material** types to be excluded, select **Create** to complete the operation.