> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cognite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan activities

> Create and manage plans to schedule activities, identify conflicts, and optimize work scope.

<Note>
  The features described in this guide require specific configuration settings. If a feature isn't available in your Maintain environment, contact your administrator to enable it. Learn more about [configuring Maintain](/cdf/maintain/guides/config).
</Note>

Open **Plans** to plan and schedule activities and collaborate with coworkers. Open **Activities** to see all activities in your location. You can filter the list to find activities relevant to your plan.

<Steps>
  <Step title="Create a plan">
    Create a plan with a list of activities to be performed during an event, such as a campaign. You can find all plans under the **Plans** tab and recently created and viewed plans on the home page.

    1. Select **Plan** > + **Create new plan**.
    2. Name your plan and select attributes. You can create an empty plan and add activities later or use other attributes to filter on activities you want to include in the plan.
    3. Select **Preview** to view all the activities to be added to your plan, and select **Apply** to create the plan.
  </Step>

  <Step title="Review your plan">
    Open **Plan analysis** to assess your plan, then identify possible conflicts and necessary actions by viewing your plan through multiple lenses.

    <a id="analyze-your-plan" />

    ### Analyze your plan

    **Plan analysis** shows the plan breakdown for activity attributes such as job type, material status, long lead items, vendors' requirements, hot work, and lifting operations. You can also see the status of work preparations, such as permits and work package documents.

    <Note>
      Plan Analysis requires [specific configuration](/cdf/maintain/guides/config#plan-analysis) including the `MAINTAIN_budget_analysis` feature flag and required operation data fields (`personHours`, `numberOfMainResource`).
    </Note>

    <a id="identify-conflicts-and-improvements" />

    ### Identify conflicts and improvements

    Catch opportunities and avoid conflicts using the lenses:

    * **Canvas**: View all documents related to your plan, such as **engineering diagrams** (P\&IDs) and plot plans. Select a P\&ID to see all the activities in a plan overlaid on the engineering diagram. You can also annotate the diagram with text, color, and lines to create isolation plans to support your plan optimization. Add comments to collaborate with co-workers or operations on, for example, isolation plans. Learn more about [configuring the 2D viewer](/cdf/maintain/guides/config#2d-viewer) and [diagram parsing](/cdf/integration/guides/contextualization/parse_diagrams).

    * **3D**: Add spatial context to see how activities and risks are placed in relation to each other. Zoom into the equipment to understand access, check the surroundings, investigate if you need more equipment, and locate other nearby activities. Learn more about [configuring 3D models](/cdf/maintain/guides/config#3d-and-digital-twin).

    <Tip>
      If your environment has [grid zones](/cdf/maintain/guides/config#grid-zones) configured, you can navigate directly to specific zones on P\&IDs and 3D models from activities for easier spatial navigation.
    </Tip>

    <a id="discover-opportunities" />

    ### Discover opportunities

    Use **Compare** to identify opportunities. You can view and add activities outside of your plan or include them as a reference while scoping your work.

    1. Select **Compare >** **Activities not in my plan** to find activities you want to add to your plan. The activities inside and outside the plan have different color codes in the lenses.
    2. Optional. Filter activities to narrow down the search.
    3. Select the activities you want to add to your plan.

    <Tip>
      It can be helpful to compare the activities that occur in the same time frame, in the same location, with the same job type, etc.
    </Tip>

    Use **Group** <Icon icon="folder-tree" /> to analyze your campaign or shutdown in multiple ways, for example, by platform, deck level, grid level, and job type.

    * You can configure, rearrange, and add new activity attributes to the Group list.
    * The table view shows the result of your grouping. You can interact with and rearrange the grouped activities.

    Use **Plan analysis** to view how your plan is impacted as you add or remove activities; if you are overloaded or underloaded. If you are overloaded, remove an activity to see how it impacts the plan. You can also sort by order type, OLAFD date, and total hours.

    Use **Budget and hourly optimization** to create a baseline for comparison: POB, duration, non-productive hour %, and shift duration.

    <Note>
      The Budget and hourly optimization feature requires the `MAINTAIN_hour_utilization` feature flag and that your operation data includes `personHours`, `numberOfMainResource`, and `mainResource` fields. Learn more about [Plan Analysis configuration](/cdf/maintain/guides/config#plan-analysis).
    </Note>

    <Tip>
      Create **Layouts** to save your preferred filters, grouping, and plan analysis. Learn more about [configuring layouts](/cdf/maintain/guides/config#layout).
    </Tip>
  </Step>

  <Step title="Create visibility on the schedule">
    Maintain connects scheduling data from several source systems to create visibility around one schedule. You can comment and collaborate on the schedule with your co-workers in Maintain. Schedule editing requires additional configuration if this isn't turned on in your environment.

    The **Gantt chart** <Icon icon="chart-no-axes-gantt" /> shows the activities on a timeline to identify the best sequence of activities. It's supported by color-coding that shows the material status and the trades.

    * Open the **Gantt chart** to sequence and schedule activities.
    * Add comments to collaborate with your co-workers.

    Learn more about [configuring the Gantt chart](/cdf/maintain/guides/config#gantt).
  </Step>

  <Step title="Export contextualized documents">
    Maintain automatically maps activities to functional locations on documents such as P\&IDs and plot plans. This mapping can be exported to PDF files to share your plan with colleagues and vendors.

    * Next to **Add activity**, select **More options** (⋮) > **Export PDF** to download the P\&IDs (with markup, colors, and isolation boundaries), with notes and activities in the plan, and share them with colleagues, vendors, and contractors.

    * You can export the activities list and Gantt chart to PDF. The Excel export is only for the table view.

    * Depending on the filter you use to view your activities, **Documents** lets you search for documents and tags available in that filter view that you can download as a PDF.

    <Tip>
      Switch between lenses and tools to optimize your plan.
    </Tip>
  </Step>
</Steps>