If I create a plan and the data refreshes, will my plan’s data update too?
When a plan is created, it takes a snapshot of the data at that moment in time. Any updates to employee information through data integration or data uploads will not update any plans that have already been created.
Will any changes to employees or their data in my plan update my workspace chart?
Employee data changes made in planning will not affect your workspace charts. Workspace charts can only be updated through integration or data uploads.
I have created a plan, but now I have added/modified views. Will these be available in my plans?
The workspace and planning modules share views. Any modifications to your views through the Administration panel will also be available when in planning mode.
Why are my numbers on the chart not updating when I make changes to calculated fields like headcount or salaries?
OrgPlus will not auto- recalculate formula fields when in planning mode. Please use the update calculated fields option to have the system perform recalculations on your chart of calculated fields. Please see Creating formula fields for more information.