Creating a Planning Item

You can create one planning item at a time, or you can create multiple planning items by uploading a Microsoft Excel template. To create multiple planning items at one time, see Creating and Updating Multiple Planning Items.

1. On the navigation bar, click PlanningPlans.
2. Click .
3. Select the type of planning item that you want to create.
4. Fill in the information about the standard and custom properties on the Details tab.

   The section for Standard properties provides the following information that uniquely identifies the planning item:

   • In the Name field, add a name. You can also add a description.
   • The value for the Code field might be automatically generated or editable, depending on the settings that are configured for your environment. This value must be unique to be valid. Valid characters for codes are alphanumeric characters, multi-byte characters, numerals, underscores, hyphens, and periods.

     An item can be identified by its code for activities such as auditing and reporting. When an item is imported or migrated to SAS Customer Intelligence 360, the existing code value for the item is retained.

     For more information, see Specify Code Settings for Connectors in SAS Customer Intelligence 360: Administration Guide.

     TipIf an existing code is displayed for the new planning item, click to automatically generate a unique code.
   • Type indicates the level of the planning item in the marketing hierarchy. This field is not editable.
   • Path indicates the source path for the planning item. This field is not editable.
   • In the Tags field, add one or more search tags that describe the planning item.
   • The value for the Currency field is automatically populated, depending on the currency settings that are configured for your environment.
   • Select the Planned start date and Planned end date for the planning item.
   • In the Category field (if configured), select a category for the planning item.
     Note: When you select a category, if custom properties settings are configured for planning levels, planning tasks, and planning real-time journeys, the custom properties section displays only the property groups (and custom properties) that are related to that category and enabled in that marketing hierarchy. For more information, see Configuring Custom Properties in SAS Customer Intelligence 360: Administration Guide.

   Custom properties provide additional business information that is related to the planning item. Custom properties are specifically configured to your organizational context and needs. In the Custom properties section, enter the information for the custom fields that are configured for your organization. For more information, see Custom Properties.

5. Click so that you can continue creating your planning item.
6. Click to export the standard and custom properties for the planning item to a PDF file. Use the options in the PDF reader to download and generate a digital or printed copy of the PDF file.
   Note: When you generate a PDF file that contains custom properties data, the data values that are represented through a grid are not included in the PDF file.

By default, the status of the new planning item is Planning.

After you create and save your planning item, navigate to the remaining tabs to add more information, levels, tasks, real-time journeys, or messages.

• Add messages to this planning item on the DetailsMessages tab.
• Add levels or related items, such as tasks and real-time journeys on the Relationships tab.
• Add approvals for this planning item on the Approvals tab.
• Add and initiate workflow tasks for this planning item on the Workflows tab.