Creating a Farm Plan

• In the Main tab, expand the profile tree to the field level. Select "Farm Planning" then click "Add Farm Plan" [1] from the right pane. 
• Select the year for the plan from the dropdown list [2] and click continue to bring up the Farm Plan Editor. 
• Next, click Select Rate Map. [3]
• Within the drop down menu select which rate map to use with the Farm Plan. These can either be Synthetic- Yield Potential (Prepared from satellite imagery) or Measured Yield (Prepared from a yield map).

Please Note: A Farm Plan must be associated with a Rate Map. If there are no rate maps available for the Farm Plan, please see help article Preparing a Rate Map for Farm Plans

• There are a multitude of ways to edit the budget that will be associated with a Farm Plan. Users can start with a Template, add individual event, and/or add categorical expenses.
• To add a template to the Farm Plan, start by clicking on Change Template [4] and selecting the desired template from the drop down menu.
  • This will populate both evented costs (right side) and categorical expenses (left side) for the template.

Please Note: Some states will have access to a selection of their state provided budgets, for certain crops.

• To add individual evented costs, click on the green plus icon [+] near the bottom of the window, and selecting the desired event type from the drop down list.
  • Events can also be saved as templates, to use an Event Template, click add template and select the desired event instead.
• The categories for evented costs are as follows:
  • Chemical
  • Fertilizer
  • Harvest
  • Irrigation
  • Misc. Expense
  • Planting
  • Sample
  • Scouting
  • Tillage
• From there click on the desired event. Once selected a new window will be displayed below the event, displaying sub-categories for the event i.e. Equipment, Labor, Custom hire, etc.
• Click into each desired box and enter an appropriate value [5]. The values entered will automatically populate into the left most column of the Expense portion of the Farm Plan budget. [6]
• An event can be renamed, by clicking into the box in the first line of the event and typing in a new name. [7]
• Users can also adjust the date of the event by placing the cursor over the date to the left of the event [8] and selecting the correct date from the calendar.
• Events like Planting, Chemical and Fertilizer have an additional expense option to add specific named products/ varieties. 
  • In this example, to add a fertilizer; click on the box that says Select a Fertilizer, and begin typing the product name with exact spelling, this will display matching results, click the desired product when it displays.
    • Only products and varieties saved in the product management lists or an integrated ERP product list will be available.
    • If there is a price associated with the product, it will be automatically populate in the $/unit field, if not click on right text box [9] and enter the price
    • Next click on the middle box [10] and enter the desired rate per acre.
  • To add an additional product or variety to an event, click on the green plus icon [11] under the current product.
• Another way to edit a Farm Plan is by adding fixed Categorical Costs. To edit these values, click on the desired category within the Expense list [12] on the left side of Farm Plan Editor, and enter the value.
  • Values entered into a category are on a $/ac basis. These are added with the prices associated with the evented costs and are displayed in the right column of the expense section as total field expenses. [13]