How to Configure a Reorganize Plan Action for Plan Automations in OnePlan

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Direct Answer: How to Configure a Reorganize Plan Action for Plan Automations in OnePlan

To configure a Reorganize Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Reorganize Plan, select the destination plan type and new parent plan, then select Update to save. This action permanently moves the plan to the new type and location.

What This Article Covers: Reorganize Plan Action

This article explains how to configure the Reorganize Plan action for Plan Automations in OnePlan. Use this action to automatically move a plan to a new parent plan and change its plan type when an automation is triggered.

What you will accomplish
By the end of this article, you will be able to configure a Reorganize Plan action to move a plan to a new location and change its plan type as part of a plan automation.

Before You Begin: Reorganize Plan Action

Before you begin, make sure you have:

  • A OnePlan account with Licensed permissions
  • Access to the Portfolio Area
  • Permissions to create Plan Automations
  • A Plan Automation trigger already configured

Why This Matters: Reorganize Plan Action

The Reorganize Plan action in OnePlan moves a plan into a different location by changing its Plan Type and assigning a new Parent Plan. When this action runs, it moves the plan and all of its data into the new plan type and location, but does not retain any historical information about the plan's original type or location.

This is different from the Copy or Create Plan action — Reorganize Plan moves the existing plan, while Copy or Create Plan creates a new plan and leaves the original in place.

Because reorganizing permanently changes the plan's structure and context, this action is commonly used in governance-driven automation scenarios where plans need to transition between types as they progress.

Important: Reorganizing a plan permanently moves it to the new plan type and location. No historical record of the plan's previous type or location is retained. Test this action carefully, especially in portfolio-level automations.

Step-by-Step: Configuring a Reorganize Plan Action in OnePlan

Task: Add the Reorganize Plan Action

  1. In the Plan Automations editor, select Add Automation Action.
  2. Choose Reorganize Plan from the list.

The Edit Reorganize Plan panel opens on the right side of the screen.

add reorganize action.png

Task: Select the Destination Plan Type

  1. In the Select Plan Type field, choose the new plan type.

This determines the structure, fields, and process steps applied to the plan after reorganization.

Note: Available plan types depend on your OnePlan configuration and permissions.

select new plan type.png

Task: Select the New Parent Plan

  1. Select the Edit icon next to the Select Parent Plan field, then choose the plan that will become the new parent. This determines where the plan is placed in the OnePlan hierarchy.
  2. To remove a selected parent plan, select the delete (trash) icon.

select new parent plan.png

remove parent plan.png

Task: Save the Action

  1. Review the plan type and parent plan selections.
  2. Select Update to save the Reorganize Plan action.
  3. When finished configuring the automation, select Save.

Frequently Asked Questions: Reorganize Plan Action

Q: What is the difference between Reorganize Plan and Copy or Create Plan in OnePlan?
A: In OnePlan, Reorganize Plan moves the existing plan to a new plan type and location — the original plan no longer exists at its previous location. Copy or Create Plan creates a new plan and leaves the original in place. Use Reorganize Plan when you want to transition a plan into a new structure; use Copy or Create Plan when you want both to exist.

Q: Is the move reversible if I use the Reorganize Plan action in OnePlan?
A: No. In OnePlan, the Reorganize Plan action permanently moves the plan to the new type and location. No record of the plan's previous type or location is retained. Use this action intentionally and test it carefully before deploying in a production automation.

Q: Can I reorganize a plan without changing its plan type in OnePlan?
A: The Reorganize Plan action requires both a plan type selection and a parent plan selection. If you only need to update plan fields without moving the plan, use the How to Configure an Update Plan Action for Plan Automations in OnePlan instead.

What to Do Next: Reorganize Plan Action

Add more actions to your automation:

Review the full configuration process:

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