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Reporting Levels - Plan Groups

Written by Paul Gorman

Updated at July 28th, 2025

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Table of Contents

Use Plan Groups to support Master Plan Elements About Plan Groups Add Plan Groups Add the First Plan Group Create Additional Plan Groups Import Plan Groups Other Plan Group Tools

Use Plan Groups to support Master Plan Elements

About Plan Groups

By creating optional Reporting Levels > Plan Groups, you can:

  • Calculate Availability by Plan Group, including:
    • Establish Recruitment Areas in a Master Plan
    • Feeders in a Master Plan
    • Factor Weights

Add Plan Groups

Add the First Plan Group

Using the right-hand column, enter a Plan Group Name in the provided field, and check off each sub plan to include in the group.

Then click the [Save] button. The Plan Groups list displays in the left-hand column.

Create Additional Plan Groups

Click the [Add] button and proceed to naming and identifying the group, as described above.

Import Plan Groups

The following types of Plan Group data may be imported:

  • An external file, containing data entries for Plan Code and Group Name
  • Existing Plan Groups from another plan

Click the [Import] button, select the Source (external file or existing plan), and follow provided prompts.

Choose whether to: Overwrite (replace) or Append (add to) current groups; and click [Import Plan Groups].

Other Plan Group Tools

Sort Plan list within the Plan Group — When working with a long list of plans, select one of two options while creating or editing the Plan Group:

  • Sort by establishment
  • Sort by plan code

Edit a Plan Group — Select a Plan Group bar from the left-hand column. Update the check boxes in the right-hand column. Click [Save].

Delete a Plan Group — To remove a group from the Plan Group list, select it from the left-hand column; then click the [Delete] button.

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