Creating a Plan
The video instructs users on creating a plan in the ADA Platform, prompting them to name the plan, set a period with flexible durations, and optionally add rest phases for breaks in negotiations, with a reminder to refer to a previous video for details on the maximum target amount based on a created program.
Introduction:
- The video guides viewers on creating a plan using the ADA Platform.
- Users are prompted to name the plan, and the default target amount is set based on a previously created program, covered in another video.
Setting Plan Details:
- A period for the entire plan is established, including start and end dates.
- Different phases within the plan can be specified.
Simplified Period Setting:
- Users are encouraged to choose a duration easily, such as one year or two years, eliminating the need for precise date selection.
Saving the Plan:
- Once the details are set, users can save the plan.
Transition to the Plan:
- After saving, users are directed to the plan interface for further actions.
Adding Rest Phases:
- The option to add rest phases is mentioned, allowing users to incorporate breaks in negotiations with suppliers.
User-Friendly Interface:
- The video emphasizes simplicity in setting up the plan, making it user-friendly.
Efficient Period Selection:
- The process of setting the plan period is designed for convenience, with options for various durations like one year or half a year.
Flexibility in Phases:
- Users have the flexibility to define different phases within the overall plan structure.
Encouragement to Watch Previous Video:
- Viewers are reminded that details about creating a program and its maximum target amount were covered in a previous video, encouraging them to refer back for additional context.
Practical Considerations:
- The video advises on practical considerations, such as setting a period to avoid the need for specific dates.
Streamlined Planning Process:
- The overall goal is to guide users through a straightforward process of creating and customizing plans in the platform.
0:01 - In this video, we're going to go over how to create a plan in the ADA Platform. Now, first you'll be prompt to create a name for your plan and there will be a by default set the target amount at the maximum of the program which you previously created.
0:16 - And that was covered in another video and you can go back to watch that creating a program. You also want to set a period.
0:26 - So the start and end dates of your entire plan. Within there you can have different phases.
0:32 - However, we want to set the period here and this makes it easy so you don't have to figure out the exact dates.
0:39 - You can just set it for one year, two years, half a year. When you're done, you hit save and it will pop you out into.
0:48 - Your plan. You can also, you can also add rest phases here. If you wanted to create a period of time when there's a break in negotiations with suppliers say over
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