Plan settings

Audience: Administrators Edition: Pro and Enterprise

Overview

Plan settings is a dedicated area where administrators can configure certain aspects of the planning experience, such as selecting default editable fields or enabling plan approval.

The following article provides information on:

• Accessing plan settings
• Configuring default editable fields for plans
• Enabling plan approval

Accessing plan settings

To access plan settings, an administrator can:

1. Click on the Settings button at the bottom left of the screen, and then click on the Plan settings option.

   

2. By default the General tab is open.

   

Configuring default editable fields for plans

Editable fields in planning are the fields available in the position or employee modals that can be modified during the course of a planning exercise. Administrators can define default editable fields for plans, so that plans are consistently created with the same fields, without having to select the fields each time a plan is created.

In order to configure default editable fields for plans:

1. Open the Plan settings: General tab.
    

2. Select the base chart for which you would like to configure default editable fields. Plans created using that base chart will use the default fields selected.
    

   

3. Under the Default editable fields heading, toggle fields ON that you want to be included for all plans created from the selected base chart. If you have a position-driven chart, toggle fields under both the Employee and Position sections.

   Note

   Default editable fields only apply to plans created after saving these settings. Some fields cannot be toggled off, as they are required.

4. Click on Save. Repeat this process for each base chart from which you will create plans.

Enabling plan approval

Administrators on the Pro tier can enable plan approval, so that planners can submit plans for approval.

To enable plan approval:

1. Open the Plan settings: Approvals tab. 

   

2. Select the base chart for which you would like to enable plan approval. Plans created using that base chart can be submitted for approval.|
    
3. Toggle Enable plan approvals ON to enable the ability for plan owners and collaborators to submit plans for approval. 
    
4. Click on Save. Repeat this process for each base chart from which you will create plans that you would like to go through an approval process.