---
title: Create a Plan
slug: amm-workshop-june/create-a-plan
docTags: 
createdAt: 2023-12-20T16:00:56.448Z
---

Plans in Mix Modeler allow you to allocate budgets by business unit and channel. The planning functionality is integrated with the outcomes of the trained models based on your harmonized data.

A plan outlines the discreionary investments (for example budgets) a business intends to spend on marketing-related projects over the course of a given timeframe in service of common KPI (for example orders, revenue). Plans can incluse expenses from channels such as paid advertising, sponsored web content, events.

### Create a Plan

- Navigate to **Plans** in the Mix Modeler UI.
- Click on **Open plan canvas**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/BEwcTZ2gCnDPIZo84xWLq_screenshot-2023-12-20-at-95918-am.png)

- You will need have a model, a date range, and a budget to be able to create a plan. Configure your plan as followed: 

Name = All Orders Plan + \{\{participant initials}}

Model = All Orders Performance

Date range = 07/01/2023 to 12/31/2023

Budget = $15,000,000

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/0Rmnyg5T9PdVbjF_gq07K_image.png)

- Click **Next**.
- In the next screen, choose **Create plan now** and click on **OK**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/hQmDA3dN1Yow2dWJK9NRD_image.png)

**Congratulations!** You have completed creating your first plan.