Plan of Record (POR).

Learn about what a Plan of Record is and how to use them

Plan of Record Overview 

The Plan of Record or PoR for short is a characteristic of a Plan. Making a Plan a PoR permanently locks down that plan, making it read-only and permanently saved for auditability. 

The PoR can be reported on and the underlying drivers can be reviewed, but the plan itself is no longer editable. The PoR provides you with confidence in your reporting as the detail in the PoR is exactly the way it was when it was approved.

Once a Plan is made a POR, while it cannot be modified in anyway, you can clone that PoR and make changes in the clone. For example, once you finalize your Annual Operating Plan or Board Approved Budget, you could make that Plan a PoR. Then, when someone asks you a "what if" or you are ready to reforecast based on Q1 Actuals, you can simply clone the PoR , make the desired updates and run a report to compare the updated plan to that of the original PoR. 

You'll also find that you can configure your Dashboards to dynamically reference the current PoR. 

How to Create a POR

To designate a Plan as a POR, go to Plans > Select the ∨ next to the Plan to open the context menu > Manage Plans > Hover to the left of the desired Plan to activate the context menu and select Make PoR.

Plan of Record FAQs

Can I have more than one PoR?

Yes, it is possible to have multiple PoRs. All PoRs are designated with a star before the name of the plan. The current PoR will have a filled in black star vs other PoRs which will have a white star. 

I marked my Plan a POR before it was finalized, can I undo the POR designation?

No. Once you designate a plan as a POR, it cannot be unfrozen. However, you can clone the POR plan to make a copy that's editable.

If I have more than one PoR, how do I know which PoR my Dashboard is referencing? 

Dashboards referenced the Current PoR will be referencing the PoR designated with the filled in black star. 

Are there an instances where a PoR can change? 

Yes, there are some structural updates that will have an impact on PoR reporting. Before deleting accounts or departments in Setup, send an email to to ensure the update does not negatively impact your ability to report on the PoR.