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Planner Details

The Planner Details section is a core component of your planning workflow. It captures the key information that defines your plan, ensuring clarity and alignment across your team. This section is essential for communicating the purpose, scope, and customer focus of your plan.

By maintaining accurate and descriptive details, you enable better collaboration, tracking, and decision-making throughout the planning process.

Quick Check - Before You Start
  • Open the planner you need to update from the Planner application.
  • Have your agreed Plan No. naming pattern ready if your team assigns codes manually or validates them.
  • Confirm whether a Customer must be set for reporting or approvals in your process.

What Information to Include

Field What to Enter
Plan No. A unique code for your plan (e.g., "PLN2024-SS")
Description A brief description of your plan (e.g., "Spring/Summer 2024 Collection")
Customer The customer this plan is associated with (if applicable)

Planner Details

Best Practice for Details

  • Use a consistent way of naming your plans to make them easier to find.
  • Add a clear description to help your team understand what the plan is for.
  • Link a customer if you need to track the plan.

Next Steps

Troubleshooting

Why can I not edit Plan No. or other detail fields?

Some fields may be system-managed or locked after certain planner states; permissions also control who can change details.

Steps to resolve:

  1. Confirm you have edit access to the planner.
  2. If Plan No. is generated or locked, use Description and related workflows your team defines for corrections.
  3. For duplicate or obsolete plans, consider duplicating or deleting per process.
Why does my team see different plan titles or customers?

Inconsistent naming or missing Customer links make plans harder to search and filter.

Steps to resolve:

  1. Align on a single naming pattern for Plan No. and Description (see best-practice tip above).
  2. Set Customer whenever the plan is account-specific so dashboards and shares stay accurate.
  3. Communicate changes in Description when scope shifts so downstream users are not misled.
Where do I go after updating planner details?

Details are only one part of the planner lifecycle; budget and structure are configured elsewhere.

Steps to resolve:

  1. Set or review budget target if financial targets apply.
  2. Use Create a new planner if you need a separate plan rather than overloading one record.
  3. Use duplicate or delete side widgets when copying or retiring plans.