Plan

Dayforce Implementation Guide
Version
R2026.1.0
ft:lastEdition
2026-03-31
Plan

Controls access to Plan, where assigned user roles can track their organization’s performance through key performance indicators (KPIs) and sales data.

Plan Subfeatures

  • Calculate Efficiencies: Enables the Calculate Efficiency Scores button (also known as the Calc Eff button). Users with this feature can generate the ideal labor curve and calculate ideal and actual efficiencies based on the configuration in Plan Setup > KPI Metadata, in the Efficiency Score Settings tab.
  • Comments: Enables the Comments column.
  • Edit: Users with this feature can edit weekly planner data in Plan.
  • Derive: Enables the Derive button. Users with this feature can calculate efficiency scores and load them into Plan (rather than wait for the Recalculate Efficiency Scores background job to run).
  • Export Forecast Logs: Enables the Forecast with Logs drop-down list option. Users with this feature can access forecast logs when generating forecasts.
  • Forecast: Enables the Forecast button. The forecast is a shorter-term plan for your location that uses historical data to forecast KPIs. The KPIs that Dayforce forecasts depend on how you configured the plan. Before you can use this feature you must configure Plan. See Plan Setup Configuration.
  • Initialize: Enables the Initialize button. When a plan has been defined, users can adjust the values in the Manager Adjust column in Plan. The initialize feature copies the inputted or forecast values into the Manager Adjust column for editing.
  • KPI Problem Pane: Enables the Problems panel. Users with this feature can click Problems and view any errors that exist for KPIs in the plan.
  • KPI Summary Pane: Enables the KPI Summary tab. The KPI Summary panel shows key KPIs, as configured by administrators in Plan Setup > KPI Metadata, in the Plan KPI Summary UI Parameters tab. See KPIs and KPI Metadata.
  • KPI Trend Chart Pane: Enables the KPI Trend Chart tab. Users with this feature can generate trend charts that show your organization’s KPIs, budget, and forecast information.
  • Merchandise Event: Enables the Event tab. Users with this feature can view details on the merchandising events configured for the specified location.
  • Monthly Plan View: Enables the Monthly Plan View button. Users with this feature can view KPI values for the loaded month.
  • Note: You configure the KPIs that appear in the Monthly Plan View in Plan Setup > KPI Metadata, in the Monthly View Setting tab. See The Monthly View Setting Tab.
  • Publish Plan: Enables the Publish Plan button. Before you publish plans, they're still works-in-progress. While in progress, plan details aren't available in other parts of Dayforce, such as Schedules. Assign this feature to the user roles that publish plans to make their figures available throughout Dayforce. At least one user role must be assigned this feature.
  • Reports: Enables the Reports button.
    • ProActual Report: Enables the ProActual Report, which summarizes the budgeted, manager adjusted, and actual KPI values in Plan, and shows detailed information on the sales by day for each location's department.
  • Reset Manager Adjustments: Enables the Reset button. Users with this feature can reset edits made to plan data in the Manager Adjust column, replacing the values with those from the forecast.