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Plans tag model changes to initiatives. Use them when a hardcoded adjustment, headcount change, or timing shift should stay connected to the business reason behind it.

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Modifying forecasts and tagging plans

You can tag changes to time series values in a driver table, database, or driver detail view. This is useful when a forecast formula is mostly right, but a specific initiative changes one or more months.
1

Select a forecast value

Select a value after your last close.
2

Edit the value

Edit the cell directly. You can replace the forecasted value, clear it, or use + or - to add an adjustment on top of the formula value.
Forecast value edited and tagged to a plan
3

Add multiple adjustments when needed

If multiple initiatives affect the same cell, add multiple adjustments so each can be tagged to a different plan.
Multiple plan adjustments stacked on one cell
4

Tag the plan

Click Tag plan and choose the plan for each adjustment.
5

Review the cell

Cells with plan adjustments show an underline. Hover over the cell to see which plans are applied.
If you modify a cell without tagging it, Runway assigns the change to the Default Plan. You can tag it later from the cell editor.
To tag multiple cells with the same plan at once, select them together, then click Tag plan. See Keyboard shortcuts for related editing shortcuts.
Plan underline on cells with plan adjustments

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Connecting an employee’s start date to a plan

If you work in an Employees database generated from a supported HRIS integration, it includes a Start Date column by default.
  • Synced employees with a future Start Date are automatically tagged as part of your Default Plan.
  • Manually added rows for future hires are also included in Default Plan when their Start Date is in the future.
Employees database row connected to Default Plan through start date
Use plan groups to move work out of Default Plan and into more meaningful initiatives.
Deleting a plan that originates from a new database row clears the Start Date for that object, but the row itself is not deleted.

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Organizing plans

Group related plans together when the list gets long.
1

Open Plans

Navigate to Plans from the sidebar.
2

Select related plans

Select the plans you want to group.
3

Group them

Right-click the selection and choose Group. Enter a name and press Enter. The shortcuts reference lists the keyboard shortcut for grouping.
Plans grouped in the Plans page

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Surfacing plans in pages

Pages let you bring model context onto a shared canvas. A Plan timeline block shows plans in the current scenario.
1

Add the block

Type / and select Plan timeline.
2

Filter plans

Apply filters to show the plans relevant to the page. You can filter by plan name, model, and more.
3

Order the timeline

Drag and drop plans to reorder them.
Plan timelines work well with chart blocks that visualize upstream metrics affected by those plans. Once plans are on a timeline, you can:
  • Adjust plan values for a single month while leaving other months unchanged.
  • Push a plan forward or backward in time.
  • Stretch a plan across multiple months. If the plan uses =, the value repeats across all months. If it uses + or -, the total impact is distributed.
Plan timeline block on a page

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Marking KPI drivers

Mark important drivers as KPIs when you want them to stand out in formulas and plan detail views.
1

Open the driver menu

Right-click a driver or open its row menu.
2

Set the KPI

Select Set as KPI.
3

Check the indicator

KPI drivers show an indicator with the tooltip This driver is a KPI.
Plan detail views include KPI drivers in KPIs impacted by plan when the plan affects them.

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Accessing a plan’s details

1

Open details

Click the upward arrow next to a plan’s name on the timeline.
2

Review impacted items

The detail view shows drivers and database rows impacted by that plan.
3

Adjust KPIs

Drivers marked as KPIs also appear, so you can adjust the plan and immediately see the impact.
Plan details view showing impacted drivers

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Deleting a plan

To delete a plan permanently, right-click its name and select Delete. In the details view, you can also click the delete icon.
Plan timeline delete action
You can also delete the impact of a plan on a single driver. Right-click the driver’s name in the timeline and select Delete.
Delete plan impact from a single driver

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Plans FAQ

No. Plans remain available in Runway after you move last close.Whether a plan affects a visible cell depends on what else applies to that month. Runway checks hardcoded values, actuals formulas, integration data, plan hardcodes, and forecast formulas according to the formula and last-close rules for that driver.

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