--- sourceDocument: Australia Retail Industry sourceDocumentLink: https://www.servicenow.com/docs/r/australia/retail-industry Release : - australia ft:locale : - en-US ft:publication_title : - Australia Retail Industry ft:clusterId : - rahi bundleId : - rahi workflow : - Customer and Industry --- # Plan progress summary # Plan progress summary {#ariaid-title1} Release version: Australia Updated October 5, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Plan progress summary The Plan Progress Summary provides headquarters and regional managers with a consolidated view of how a published plan is advancing for a selected schedule occurrence. This summary is accessible without opening individual cases and is displayed on theTrack Plantab of a store plan template. The tab appears as the first tab and is only visible when the plan template is in thePublishedstate. Show full answer Show less This feature requires activation of both the **Planned Work Management** and **Multi Case Creation** plugins; if either is inactive, the tab will not be shown. The summary supports base system plan types like **HQ Communications** and **Store Audit**. Custom plan types with complex configurations may need additional setup to report accurately. ## Selecting a Schedule Occurrence For plans running on schedules, each occurrence generates distinct sets of cases and tasks. The occurrence selector lists all occurrences currently in the **Scheduled** state, allowing users to scope the summary to one selected occurrence. Upon loading, the tab defaults to the latest occurrence or the most recently completed one if none are running. This selector is not displayed for plans scheduled as **One-Time** or **Immediate** since those generate only a single set of records. The due date for the selected occurrence is displayed in the summary header when applicable. ## Progress Metrics The summary reports key progress metrics for the selected schedule occurrence, offering actionable insights into plan status: * **Store Cases Closed (%)**: The percentage of store cases closed, rounded to the nearest whole number, calculated as closed cases divided by total generated cases. * **Open Store Cases**: The number of store cases currently in an open state. This value is selectable. * **Overdue Store Cases**: The count of open store cases whose due date has passed. This value is selectable. * **Closed Store Cases**: The number of store cases that have been closed. This value is selectable. * **All Store Cases**: The total number of store cases generated for the occurrence. This value is selectable. Selecting any case count metric opens the corresponding tab in the hierarchical list view, focusing on the store case node to facilitate detailed examination. For exact definitions of what states count as open, closed, or overdue, users should refer to the Hierarchical list view documentation. **Note:** For plans with **Recurring** or **Immediate** schedule types, if no cases or tasks have yet been generated, an empty state will display schedule details until generation commences. Refreshing the page after cases have been generated will then reveal the data view. The plan progress summary gives headquarters and regional managers a single view of how a published plan is progressing for a selected schedule occurrence, without opening individual cases. The plan progress summary appears on the Track Plan tab of a store plan. The tab is displayed as the first tab on the template and appears only when the template is in the Published state. The tab requires both the Planned Work Management and Multi Case Creation plugins to be active. If either plugin is inactive, the tab is not displayed. The summary supports the plan types provided with the base system, HQ Communications and Store Audit. Custom plan types that use complex configuration might require additional configuration before the summary reports on them accurately. ## Selecting a schedule occurrence {#rahi-retail-plan-progress-summary__section_pps_occurrence} Plans that run on a schedule generate a separate set of cases and tasks for each occurrence. The occurrence selector lists the occurrences that are in the Scheduled state and scopes everything on the tab to the occurrence that you select. * The latest occurrence is selected when the tab loads. If no occurrence is currently running, the most recently completed occurrence is selected. * The selector is not displayed for plans with a One-Time or Immediate schedule, because those plans produce a single set of records. * The due date for the selected occurrence is shown in the summary header. It is omitted for plans where a due date doesn't apply. {#rahi-retail-plan-progress-summary__ul_pps_occurrence} ## Progress metrics {#rahi-retail-plan-progress-summary__section_pps_metrics} The summary reports the following metrics for the selected occurrence. Selecting a case count opens the matching tab in the hierarchical list view, with the tree positioned on the store case node. {#rahi-retail-plan-progress-summary__table_pps_metrics__entry__3} | Metric | Description | Selectable | |-|-|-| | Store Cases Closed (%) | The proportion of generated store cases that are closed, calculated as the total closed store cases divided by the total store cases generated. The value is rounded to the nearest whole number and shown without decimal places. | No | | Open Store Cases | The number of store cases in an open state for the selected occurrence. | Yes | | Overdue Store Cases | The number of store cases in an open state for the selected occurrence whose due date and time have passed. | Yes | | Closed Store Cases | The number of store cases in a closed state for the selected occurrence. | Yes | | All Store Cases | The total number of store cases generated for the selected occurrence. | Yes | [Table 1. Progress metrics] {#rahi-retail-plan-progress-summary__table_pps_metrics} For the states that count as open, closed, and overdue for each type of record, see [Hierarchical list view](https://www.servicenow.com/docs/BZ~RDhtMXaMrXFJBaW2qxQ "The hierarchical list view on the Track Plan tab presents a plan's generated cases and tasks as a navigation tree, so managers can move from the plan down to an individual store task without losing context."). Note: For plans with a Recurring or Immediate schedule type, an empty state shows the schedule details until cases and tasks are generated, or start generating, for a schedule occurrence. After you manually refresh the page, the data view appears if cases and tasks have been generated for at least one schedule occurrence.