> For the complete documentation index, see [llms.txt](https://docs.valq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valq.com/plan.md).

# Plan

Intuitively perform planning, budgeting and forecasting through an editable table interface

Using Plan Tab, you can:

* Create a new plan/budget based on an existing data series
* Create a new plan from scratch (Zero-based Budgeting)
* Plan continuously by creating a rolling forecast
* Perform Time Series Forecasting
* Update an existing plan/forecast by leveraging various allocation methods

Take a look at the Plan tab below

<figure><img src="https://261229348-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmXNCTvPRjJZj6UunHBgb%2Fuploads%2F568yjGZYgrX51VzGPOhX%2Fimage.png?alt=media&amp;token=740b531f-cddd-4357-bfaf-46cfd6bd07e8" alt=""><figcaption><p><strong>Plan Tab</strong></p></figcaption></figure>

{% hint style="info" %}
In the Power BI service, the plan tab is available only in the **Editing view**.
{% endhint %}


---

# 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.valq.com/plan.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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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.
