Click Human Resources> Setup> Strategy> Strategic planning templates.

Press CTRL+N, or click Newon the toolbar to create a new template.

In the Templatefield, enter a unique identifier for the template.

In the Plan typefield, select the type of plan you want to create using the template.

On the Generaltab, under Number sequenceindicate how you want to formulate identifiers for plans created using this template:

• Number of digitsEnter a number to define how many digits you want the identifiers to contain.

• FormatEnter the format to be used in the composition of the identification. The format must contain one # symbol for each digit in the identification number. For example, if you entered 2in the Number of digitsfield, you should enter ##here.

On the Planstab, in the left pane, click a plan at the level on which you want to create the new plan.

Press CTRL+N, or click Newon the toolbar to create a new plan.

On the Actionstab, in the Type relationlist choose:

• Action type- Create an action of a particular type. If you selected a strategic plan in Plan, Microsoft Dynamics AX verifies that the plan type's action group contains the action type you select in the Relationfield.

• Template- Create multiple actions based on an action template. Settings for action type templates are suggested for the new action's Description, Person in charge, and Priorityfields.

In the Relationlist, select either an Action typeor a Template, depending on your earlier selection in Type relation.