Create the first plan

When you log in for the first time, upload operational data and create your first plan.

Steps
  1. Go to the plan management page
  2. In the Enter plan information dialog box, choose a name and a start date from the dialog box, click submit.
  3. Navigate to the upload data page and upload operational data.
  4. Navigate back to plan management and open the created plan in Edit mode.
  5. Click run schedule logic, and select schedule all, change the start date to today, then click go
  6. 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.