As priorities shift you can edit a plan, refresh its actual headcount, or remove it — keeping your targets current. Available to members with manpower access.
Before you start
Where to find it: Manpower Planning → a plan's actions menu (⋮), or the plan's own header
Edit a plan
From the plan's ⋮ menu (or its detail header) choose Edit to change its info — departments, timeframe, visibility, team — or to re-upload the plan file with a new version. Save your changes; the dashboard metrics recalculate automatically.
Update headcount
Choose Update headcount to refresh actuals without changing the plan's structure: pick the month, download the template (pre-filled with your jobs), enter current numbers, and upload it. This recalculates Need to hire and Target achieved.
💡 Do this at the start of each month (or your review cadence) to keep progress accurate.
Delete a plan
Choose Delete and confirm. Deleting is permanent and removes the plan's uploads and progress. If you only want to stop tracking it, keep it instead and rely on filters/exports rather than deleting.
Frequently asked questions
What's the difference between Edit and Update headcount?
Edit changes the plan itself (structure, departments, planned figures); Update headcount only uploads the latest actuals to refresh progress.