{"id":1610,"date":"2021-08-11T17:50:11","date_gmt":"2021-08-11T17:50:11","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1610"},"modified":"2021-08-11T18:10:27","modified_gmt":"2021-08-11T18:10:27","slug":"plan-updates-faq","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/plan-updates-faq\/","title":{"rendered":"Plan updates FAQ"},"content":{"rendered":"\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>If I create a plan and the data refreshes, will my plan\u2019s data update too?<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\">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.<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Will any changes to employees or their data in my plan update my workspace chart?<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\">Employee data changes made in planning will not affect your workspace charts. Workspace charts can only be updated through integration or data uploads.<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>I have created a plan, but now I have added\/modified views. Will these be available in my plans?<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\">The workspace and planning modules share views. Any modifications to your views through the Administration panel will also be available when in planning mode.<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Why are my numbers on the chart not updating when I make changes to calculated fields like headcount or salaries?<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\">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 <a href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/creating-formula-fields\/\" data-type=\"ht_kb\" data-id=\"445\">Creating formula fields<\/a> for more information.<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[25],"ht-kb-tag":[],"class_list":["post-1610","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-planning"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1610","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1610"}],"version-history":[{"count":2,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1610\/revisions"}],"predecessor-version":[{"id":1626,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1610\/revisions\/1626"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1610"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1610"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1610"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}