Create the first plan
When you log in for the first time, upload operational data and create your first plan.
- Go to the plan management page
- In the Enter plan information dialog box, choose a name and a start date from the dialog box, click submit.
- Navigate to the upload data page and upload operational data.
- Navigate back to plan management and open the created plan in Edit mode.
- Click run schedule logic, and select schedule all, change the start date to today, then click go
- Click save.
Note: step 2 above creates an empty plan and makes it the active plan. It has no operational data or business rules. For a user with user with no plan, immediately upon logging in the user will be taken to step 2 above.