PTC FlexPLM Fundamentals > Planning > Creating a Plan
  
Creating a Plan
1. Do one of the following:
◦ Under Libraries > Plan, on the Find: Plan page, click New.
◦ On the Product Planning tab for a product, click Create New Plan The matrix is created for Colorway and Size. The matrix allows you to select the combinations of colorways and sizes that are being planned, and additional details about the items in the plan. .
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You must define a size category and actual size range for a product before you can create a product plan.
◦ Under My Seasons > Development > Planning, on the Plan: Details page, click Create New PlanThe matrix is created for Buckets attribute (For example, Division, Gender Market, product type) and Value attributes. (For example, Carry Over %, Plan cost $, Plan Retail Margin %, Plan Sales Value $ and Plan Volume). Placeholders can be created for the season line plan using Generate Placeholders button. Values for matching attributes will be copied to place holder from season line plan if you choose to Update Placeholder values. .
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When you create a plan on the Plan: Details page, the system automatically associates the plan to the season.
2. Select a plan type.
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Product plans can only be created from a product. Search for existing product plans in the PTC FlexPLM library by selecting the Product Plan type from the hierarchy on the Find: Plan page.
3. In the Name field, enter a plan name.
4. Under General Attributes, complete the fields as needed.
5. Click Create.
6. To specify plan data in a new plan, see Updating a Plan.