--- schema_version: "1" id: 346a8b18a77ca864a108c2a45c37bbfef714a84085e7087d49704fd1b9b96d53 title: Build and Manage Work Plans collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_plans_build_and_manage.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_build_and_manage.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b4a25b7b7996a4e9c7cdff35a786fc3239612046287dfe4489089a87d9aa3078 description: Create and maintain work plans by defining templates for work steps and work plans, and create work plan selection rules. products: - Field Service release: "264" --- # Build and Manage Work Plans Create and maintain work plans by defining templates for work steps and work plans, and create work plan selection rules. ### Required Editions
Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
First, you'll create a library of work step templates for individual tasks (1). Organize those step templates into work plan templates. You can create a library of work plan templates, such as a library of asset maintenance procedures (2), and then define rules that select the right plans for work assignments (3). When you create a work order or work order line item, your rules add a point-in-time copy of plans and their steps based on your rules. Also, you can generate work plans on existing work orders or work order line items (4). Your workers can then see what to do in the work plans that appear. Front-line workers can view the work plans on-site on their mobile app and back-office workers can view them on their desktops. As they perform steps, they can mark them as completed (5). ![Get Started Flow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_get_started.png) - **[Prepare for Work Plans](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_before_you_begin.htm&release=264.0.0&type=5)** Create and design sample work plans in Field Service. - **[Create Work Step Templates](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_work_step_templates.htm&release=264.0.0&type=5)** Start by creating work step templates for the smallest individual units of work. - **[Create Work Plan Templates](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_work_plan_templates.htm&release=264.0.0&type=5)** Build work plan templates from your work step templates. - **[Manage Work Step Templates](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_manage_work_step_templates.htm&release=264.0.0&type=5)** Manage the work plan template entries that store the work step templates associated with your work plan template. - **[Create Work Plan Selection Rules](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_selection_rules.htm&release=264.0.0&type=5)** Add selection rules to automate how work plans are assigned to work orders. - **[Generate Work Plans](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_generate_work_plans.htm&release=264.0.0&type=5)** Generate work plans automatically on work orders and work order line items. - **[Adjust Plans and Steps on Work](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_adjust_plans_on_work.htm&release=264.0.0&type=5)** Tweak work plans and work steps on a work order or work order line item. - **[Delete Work Plans and Steps](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_delete_plans_and_steps.htm&release=264.0.0&type=5)** If you modify a work plan, you can delete the previous plan and its steps on an existing work order or work order line item.