> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/using-the-web-app/plans/creating-plans-from-the-web-app.md).

# Creating Plans from the Web-App

How to create plans from the Web-App

*See how to create it from the Add-In* [*here*](/navigating-the-excel-add-in/core-functions-of-the-drivepoint-add-in/scenario-planning-create-new-plan.md)*.*&#x20;

1. Click on "New Plan"

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2FBmHgWloY0L7fuGNKzm8C%2Fimage.png?alt=media&amp;token=97a20893-2636-4400-9502-c208d5b07721" alt=""><figcaption></figcaption></figure>

2. Add the name, from which existing plan you want to copy the plan from, where to copy it to and add a description

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2FtS1zNtFTSjNIIe5f43GS%2Fimage.png?alt=media&amp;token=4840a853-eca5-47a9-858d-a7b8c9b6ce9d" alt=""><figcaption></figcaption></figure>

3. Click Save
4. Success - you should see the new plan in the folder you saved it in
5. Open the plan in Excel by clicking the "Excel" button on the right

**I could not save a plan. What could have happened?**

* We are currently working on a fix for allowing apostrophes or quotation marks. Remove any special characters in the mean time and try again.&#x20;


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.drivepoint.io/using-the-web-app/plans/creating-plans-from-the-web-app.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
