Symbient Opta User Documentation
Home FAQ Assets

How to Create Plans

Prerequisites: None Alternatives: None See Also: None

The planning feature in Symbient Opta helps members of your organization setting objectives and determining a course of action for achieving those objectives.

  1. Log into Symbient Opta and click on the menu options: Planning

    You will now see a list of existing Plans.

  2. Click the Add button to navigate to the new Plan entry screen.
  3. When the new Plan entry screen opens, fill in all required information along with optional information and click Save.
    1. Required Fields
      1. Customer - This is the person or company you are selling products or services
      2. Name - This is the name of the plan
      3. Status - This is the status of the plan (you can select from a predefined list of values)
    2. Optional Fields
      1. Description - This is field can contain longer text to describe the purpose of the plan
  4. Once you have successfully saved the Plan, you can now continue adding Items.
Copyright © 2023 Lucus Labs, LLC - All Rights Reserved