---
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title: How Learners Experience the Intelligent Degree Planner
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_understand_how_learners_experience_intelligent_degree_planner.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_understand_how_learners_experience_intelligent_degree_planner.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed0f3ed18730031300b3411fec23dc7bd32bb547ad8b16bd2c5a49d0723d468e
description: Learners access the Intelligent Degree Planner through your Education Portal. They can use the drag-and-drop interface to visualize their complete learning journey with your institution.
products:
  - Education
release: "264"
---
# How Learners Experience the Intelligent Degree Planner

Learners access the Intelligent Degree Planner through your Education Portal. They can use the drag-and-drop interface to visualize their complete learning journey with your institution.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

The Intelligent Degree Planner user interface includes these main components: the planning canvas (1) and the requirements panel (2).

![Intelligent Degree Planner student view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/student_degree_planner.png)

If you create learner pathway templates, learners can start off with a template by using the Apply Template link. If there are no templates available, learners can create a pathway from scratch by clicking **Add Year**.

Learners begin planning by laying out years, terms, and sessions on the canvas. Terms and sessions are nested within years.

The requirements panel acts like a staging area for the canvas and tracks the number of unplanned units. Learners load the panel with up to 10 required courses, placeholders, and optional courses. They then drag each course to a session on the canvas.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note The learner program and learner program requirements defined in the learner's learning program plan determine the courses that can be added to the requirements panel.

As learners move courses from the requirements panel to the canvas, the number of unplanned units on the requirements panel (3) decreases and the number of planned units on the canvas (4) increases accordingly. Their saved changes are also reflected in the learner progress view.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note If a course is in more than one section of the requirements panel, moving that course to the canvas decreases the number of unplanned units shown for each section.

The Intelligent Degree Planner notifies learners if they plan a course without planning its associated prerequisites or corequisites. It also alerts learners if a planned course violates custom rules. Notifications include the names of missing requirements, their categories, or direct links to course detail pages. Learners can view the complete list of prerequisites and corequisites on the course detail pages.

![Notification of missing prerequisites in Intelligent Degree Planner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/ec_intelligent_degree_planner_notifications.png)

When a learner completes the creation of a plan, they can submit it to their advisor for review and approval depending on the planner's configuration. They can view their drafts and approved degree plans in the portal.

SEE ALSO

- [Create a Policy Rule for Learning Requirements](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_policy_rule_for_learning_requirements.htm&release=264.0.0&type=5 "Create a policy rule using an expression set in Business Rules Engine (BRE) that can be applied as a learning requirement for a course or program.")
- [Automate Processes in Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_automate_processes_in_education_cloud.htm&release=264.0.0&type=5 "Use Salesforce tools to automate your academic processes, verify identities, create assessments, and provide services to constituents.")