Plans

Plans enable you to use each entity in your database for multiple purposes and share the calculation results with other plans. For example, you could use one entity in a reserves plan and a budgeting plan in the same project, or have data from multiple sources that you want to keep separate.

By default, four plans are created in any new database; Working, Pending, Accepted and Sandbox. Only Working, Sandbox and custom plans created by users, can be directly edited.

Custom Plans look and behave like the reserves plans Working, Pending and Accepted. You can create and modify custom plans in Tools > Global Project Data > Plans. Like reserves plans, custom plans include technical and economic information about entities. The Comparison tab is a convenient place to see the differences between wells in different plans.

• A new Plan can be created as a child Plan, allowing you to inherit inputs from the parent plan, but also enter inputs unique to that plan. Note that if a child plan entity becomes uneconomic, it will fall back to the parent plan’s economic result.
• A new Plan can be created as a stand-alone Plan, allowing you to enter input unique to that plan.
• Plans can be merged, allowing you to copy selected input from one Plan to another stand-alone plan for selected entities in the target Plan. Merging is not required when using a child plan, as it inherits the parent plan inputs by default.
• Plans can be calculated, e.g. the results from one Plan can be subtracted from the results of another Plan.
• Existing Plans can be deleted or unlinked from within the Plans editor window.
• Security can be applied to custom plans created by users.

Plans are selected from the Plans list box, directly below the list of wells. To display only wells that have data in the currently selected plan, use the Quick Filter icon to the right of the Hierarchy Selector above the list of wells in the Entity Hierarchy. When this icon is red, it is showing only wells that have data in the selected plan. When this icon is grey, it is showing all wells, regardless of whether they have data in the selected plan or not. Click the icon to toggle between the two views.

If the Plan filter at the top of hierarchy () is enabled, only entities with data in the current plan are displayed. See Filter Entities with Data from the Current Plan.

See Create a Plan.