Create A New Resource Plan
In the planning tool, set the Budget Year to the year in which you want to create the plan.
Above the Resource Plan list, click Create Plan.
Select Create New from the menu.
In the options that appear, select the budget scenario from the drop-down list.
Only budget scenarios from the current budget year are shown.
Enter a name for the new resource plan in the name field.
Choose whether to add pre-set Contact and Non-Contact Codes to the plan:
These pre-defined codes help you populate the resource plan more quickly.
The pre-set list itself cannot be changed, but you can edit or delete individual Contact and Non-Contact Codes after the plan is created.
Click Create Plan to confirm.
Wait for the success message and check that the new plan appears in the Resource Plan list.
Upgrade A Resource Plan From A Previous Budget Year
Ensure that the new budget year is open and selected in the Budget Year control.
Above the Resource Plan list, click Create Plan.
Select Upgrade Existing Plan from the menu.
In the first drop-down list, select the resource plan from the previous budget year that you want to upgrade.
In the second drop-down list, select the budget scenario in the current budget year that the upgraded plan should use.
Click Upgrade Plan to create the upgraded resource plan.
Wait for the success message and check that the upgraded plan appears in the Resource Plan list for the current year.
📌Note: Upgrading a plan allows you to retain the structure and curriculum assumptions from the previous year while applying the latest financial budget assumptions from the current budget scenario.