> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runway.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans

> Plans connect strategic initiatives to model changes, so you can see why a value changed and what business action caused the impact.

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.

## 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.

<Steps>
  <Step title="Select a forecast value">
    Select a value after your [last close](/concepts/last-close).
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/set-plan.gif?s=f8881bac8a008963afb99ce9bf7a22ac" alt="Forecast value edited and tagged to a plan" width="800" height="420" data-path="images/plans/set-plan.gif" />
    </Frame>
  </Step>

  <Step title="Add multiple adjustments when needed">
    If multiple initiatives affect the same cell, add multiple adjustments so each can be tagged to a different plan.

    <Frame>
      <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/stacked-plans.gif?s=fce8fa1a8f6ed3ec16ebdec5387ed373" alt="Multiple plan adjustments stacked on one cell" width="800" height="404" data-path="images/plans/stacked-plans.gif" />
    </Frame>
  </Step>

  <Step title="Tag the plan">
    Click **Tag plan** and choose the plan for each adjustment.
  </Step>

  <Step title="Review the cell">
    Cells with plan adjustments show an underline. Hover over the cell to see which plans are applied.
  </Step>
</Steps>

<Info>
  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.
</Info>

<Tip>
  To tag multiple cells with the same plan at once, select them together, then click **Tag plan**. See [Keyboard shortcuts](/get-started/keyboard-shortcuts) for related editing shortcuts.
</Tip>

<Frame>
  <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/plans-undeline.png?fit=max&auto=format&n=tzN-u1troKtnvvuu&q=85&s=876351a70e26d3822e766d0be32c492a" alt="Plan underline on cells with plan adjustments" width="2468" height="631" data-path="images/plans/plans-undeline.png" />
</Frame>

## Connecting an employee's start date to a plan

If you work in an Employees database generated from a supported [HRIS integration](/integrations/hris/rippling), 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.

<Frame>
  <img src="https://mintcdn.com/runway-5055a12e/QgAyEmvdZUWT1iiY/images/plans/default-plans-start-date.png?fit=max&auto=format&n=QgAyEmvdZUWT1iiY&q=85&s=061b4068270625b5483af50a97f76ca2" alt="Employees database row connected to Default Plan through start date" width="2690" height="1700" data-path="images/plans/default-plans-start-date.png" />
</Frame>

Use plan groups to move work out of **Default Plan** and into more meaningful initiatives.

<Info>
  Deleting a plan that originates from a new database row clears the **Start Date** for that object, but the row itself is not deleted.
</Info>

## Organizing plans

Group related plans together when the list gets long.

<Steps>
  <Step title="Open Plans">
    Navigate to **Plans** from the sidebar.
  </Step>

  <Step title="Select related plans">
    Select the plans you want to group.
  </Step>

  <Step title="Group them">
    Right-click the selection and choose **Group**. Enter a name and press Enter. The shortcuts reference lists the keyboard shortcut for grouping.

    <Frame>
      <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/plans-grouping.png?fit=max&auto=format&n=tzN-u1troKtnvvuu&q=85&s=250768bcba1eac2c500d737fb1565722" alt="Plans grouped in the Plans page" width="2300" height="1087" data-path="images/plans/plans-grouping.png" />
    </Frame>
  </Step>
</Steps>

## Surfacing plans in pages

[Pages](/concepts/pages/pages-basics) let you bring model context onto a shared canvas. A Plan timeline block shows plans in the current [scenario](/concepts/scenarios).

<Steps>
  <Step title="Add the block">
    Type **/** and select **Plan timeline**.
  </Step>

  <Step title="Filter plans">
    Apply filters to show the plans relevant to the page. You can filter by plan name, model, and more.
  </Step>

  <Step title="Order the timeline">
    Drag and drop plans to reorder them.
  </Step>
</Steps>

Plan timelines work well with [chart blocks](/concepts/pages/charts-block) 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.

<Frame>
  <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/hero-plans-gif.gif?s=2a633a3b4e49b13ba087185a6b847c2f" alt="Plan timeline block on a page" width="2474" height="1478" data-path="images/plans/hero-plans-gif.gif" />
</Frame>

## Marking KPI drivers

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

<Steps>
  <Step title="Open the driver menu">
    Right-click a driver or open its row menu.
  </Step>

  <Step title="Set the KPI">
    Select **Set as KPI**.
  </Step>

  <Step title="Check the indicator">
    KPI drivers show an indicator with the tooltip **This driver is a KPI**.
  </Step>
</Steps>

Plan detail views include KPI drivers in **KPIs impacted by plan** when the plan affects them.

## Accessing a plan's details

<Steps>
  <Step title="Open details">
    Click the upward arrow next to a plan's name on the timeline.
  </Step>

  <Step title="Review impacted items">
    The detail view shows drivers and database rows impacted by that plan.
  </Step>

  <Step title="Adjust KPIs">
    Drivers marked as KPIs also appear, so you can adjust the plan and immediately see the impact.

    <Frame>
      <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/open-plans-details.png?fit=max&auto=format&n=tzN-u1troKtnvvuu&q=85&s=b308e2826b449cfd70d24a628c4b57b8" alt="Plan details view showing impacted drivers" width="2445" height="719" data-path="images/plans/open-plans-details.png" />
    </Frame>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/runway-5055a12e/tzN-u1troKtnvvuu/images/plans/delete-plan-timeline.png?fit=max&auto=format&n=tzN-u1troKtnvvuu&q=85&s=00ba462e04c8b177b8e8637cce8856df" alt="Plan timeline delete action" width="2436" height="784" data-path="images/plans/delete-plan-timeline.png" />
</Frame>

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**.

<Frame>
  <img src="https://mintcdn.com/runway-5055a12e/QgAyEmvdZUWT1iiY/images/plans/delete-driver-timeline.png?fit=max&auto=format&n=QgAyEmvdZUWT1iiY&q=85&s=fed6e624b9de11f8cc8fcfe1a482a9a8" alt="Delete plan impact from a single driver" width="2415" height="1251" data-path="images/plans/delete-driver-timeline.png" />
</Frame>

## Plans FAQ

<Accordion title="Could moving my Last Close date forward delete my plans?">
  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.
</Accordion>

## What's next

* [Scenarios](/concepts/scenarios)
* [Budget vs. actuals](/guides/modeling/bva)
* [Drivers basics](/concepts/drivers/drivers-basics)
