Field Planner it is a neat way to create a budget to a specific field. You can create different plans, compare them, and apply the one as actuals

Navigate to this screen

• From the top menu select Field Info 
• From the dropdown menu select Field Planner

• This screen will be displayed

•  Here you will be able to create a Plan for your field

Functions

 Here are some functions that you can do:

• Create a plan
• Add an application
• Other Functions
  
  1. Copy Plan to other fields
  2. Compare plans with actuals
  3. Edit plan info
  4. Add another plan
  5. Delete selected plan
  6. Apply plan as actual
  7. View other plans

Create a plan

• Enter the name of the plan
• Select the Code (A, B, C, D, E, and F) from the dropdown list
• Enter the Target Yield
• Select the units form the dropdown list
• Enter the Target Price
• Click the Create Plan button

• After you clicked the Create Plan button, it will display a new screen that would look similar to the Field Manager application
  
• On this screen you will be able to plan a budget for the field selected

Add Application

• Locate the section you wish to add an application
• Click the Add icon
• A small window will be displayed where you can enter all the information to be added

• Enter all the information required
• Click the Add Application button

Other Functions Available

Once you have finished setting up the plan, you have some additional options to do:

1. Copy plan to another fields
2. Compare plans with actuals
3. Edit plan info
4. Add another plan
5. Delete selected plan
6. Apply plan as actual
7. Switch from plan to plan with dropdown list

1. Copy Plan to another Field

• If you wish to copy the current plan to another field
• Click the “Copy” icon on the top of the page

• A small window will be displayed where you can select the Crop Year and field list
• Select the crop year
• Select the fields

• Click the Crop Plan button

2. Compare Plans with Actuals

• Click the “Compare” icon

• A new screen will be displayed
• On the top there are some dropdowns options where you can select which plan or actual you want to compare with each other
• A new screen will appear where you will see a breakdown for the expenses and revenue
• A difference table from the compared values
• At the bottom it will graph both of the revenues, expenses, gross margin and net revenue.
  
  

3.-Edit plan info

• Click the Edit icon (with a pencil)

• A small window will appear where you can change the plan’s name, target yield, units, and target price

• Change the values you wish to edit
• Click the Update Plan button

4.-Add a New Plan

• Click the Add icon

• A small window will appear where you can enter the information of the new plan

• Enter all the information from the new plan
• Click the Create Plan button
• Follow the same process of adding applications 

5.-Delete Plan

• Click the red “X” icon

• A warning window will pop up asking for confirmation in deletion
• Click the OK button

6.-Apply Plan as Actual

• Click on the green arrow icon

• A warning window will pop up asking if you wish to overwrite any data from the Field Manager with the new plan’s information
• Click OK button
• The Field Manager screen will be displayed with the new information of the Plan applied  

7.- Switch from plan to plan with dropdown list

• Click the dropdown arrow to display the list of all the available plans
• Select the plan you wish to review