Guide - Create Plan Container

1. Enter in the name of the Plan Container.
2. Under Plan Container Type, you can select what type of plans you are creating:
• Establishment - By Location.
• Functional - By Department.
• Rollup - All locations in one plan.
3. Under Prior Plan Container, you can choose a plan container to link reports that look at information from a previous plan year. 
4. Under Default Utilization Test, you can choose the desired utilization test that are used in reports created by the Action Center.  The utilization test set here will also be the default utilization test set in the report options for reports generated in the Create / Generate Reports stage.
5. Under Plan Container Report Titles there is a list of labels that will be used throughout the reports.  You may change them if you have a preference other than the default selections.
6. Click the Save button. 
7. Once complete, in the bottom left navigation pane, click Create Plans.

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