Create plans in the Scenario Planner

Transcript

In this video, you will learn how to create a plan. When creating or editing existing plans within the scenario planner, you can outline your organization’s roadmap by doing the following: Estimate how many people and what kind of job roles might be required to execute the plan. Estimate a rough budget that might be used to complete the work later associated with the plan. See the utilization of your budget and its net value at any given time. You can create a plan from scratch or you can edit an existing one. Let’s create a new plan. Navigate to the scenario planner by clicking the main menu icon in the upper right corner of Workfront. Then select Scenarios to access the tool. To create a new plan in the planner, click the New plan button in the upper left corner of the page. Once selected, the New plan dialogue box displays. Input the following values: The name. Type a name for the plan. This is a required field. Start date, select the month when the plan can start. Duration, from the dropdown menu, select the following durations: one year, three years, or five years. Pro tip, you cannot edit the duration of a plan after you have selected it the first time. Then select Next. The timeline of the plan now displays as the initial scenario. From the dropdown menu, select one of the following options to change the timeline of the scenario planner. By selecting Month, this displays the timeline by month. By Quarter, displays the timeline by quarter. This option is available only when the duration of the plan is selected three or five years. Or Year, displays the timeline by year. This option is available only when the duration of the plan is five years. Scroll from left to right to view the entire duration of the plan. Click the People icon in the header of the plan to add the job roles needed to execute the plan. The People box will display. Start by typing the name of the job role that you think contributes to executing this plan in the job role field. Then select the role when it appears in the list. Indicate the number of job roles that the plan will need in the Number of people column. The hourly rate for that job role is listed in the Hourly rate column in the base currency selected in your exchange rates preferences. Click away from the People box to close it. Your changes are automatically saved. Next, we will want to add a rough budget estimate to the plan. Click the dollar icon in the header, the Budget dialogue box now displays. Here, we will specify the yearly budget. Press Enter to save. Then tab or click to move to the next year if you are creating a multi-year plan. The yearly budget is automatically distributed equally for each month of the selected year. Click the Advanced dropdown to see the monthly budget distribution. You do have the ability to manually adjust the monthly budget numbers. If the total amount of all monthly budget amounts is larger than the yearly budget, an exceeding warning indicator displays under the yearly budget distribution. Click away from the Budget box to close it. Your changes are saved automatically. After you have started to add initiatives, the remaining fields in the People and Budget box will automatically populate. Click the Save button in the lower left of the screen. Your plan has now been created. -