> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudthinker.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan

> Save findings as recommendations, capture approvals, and schedule execution from one shared backlog.

Plan is the shared workspace where saved recommendations move through [approval](/guide/approval), scheduling, and execution — giving FinOps, security, and engineering teams one source of truth. How findings become recommendations (detect → triage → promote → track) is documented on [Keepers](/guide/infrastructure/cloudkeepers#from-finding-to-recommendation).

## Prerequisites

* At least one source of findings: [CloudKeepers](/guide/infrastructure/cloudkeepers), an [assessment](/guide/infrastructure/assessment), or `#recommend` results from an agent conversation.
* Optional: [approval](/guide/approval) reviewers set up if changes require sign-off before execution.

## Save and execute recommendations

Findings start as drafts in their source views — they appear in Plan only after you save them.

<Steps>
  <Step title="Open Plan">
    Go to **Plan** to see all saved recommendations ready for execution.

    <Frame>
      <img src="https://mintcdn.com/cloudthinker/9iwDeaqZV0tEjZUF/images/infrastructure/plan/1-plan-overview.jpg?fit=max&auto=format&n=9iwDeaqZV0tEjZUF&q=85&s=edcb53d1ac19b181b41668b3aee8cc92" alt="Plan overview with recommendations list" width="3586" height="2002" data-path="images/infrastructure/plan/1-plan-overview.jpg" />
    </Frame>
  </Step>

  <Step title="Save findings to Plan">
    Open any draft finding from Keepers, an assessment, or `#recommend` conversation results and choose **Save to Plan**. Saved items become available for approvals, scheduling, and execution. Unsaved drafts remain in their source views.
  </Step>

  <Step title="Filter recommendations (optional)">
    Use **More Filters** to scope by resource name, pillar, service, assessment, or source. This helps focus the rollout before approvals and scheduling.

    <Frame>
      <img src="https://mintcdn.com/cloudthinker/9iwDeaqZV0tEjZUF/images/infrastructure/plan/2-plan-filters.jpg?fit=max&auto=format&n=9iwDeaqZV0tEjZUF&q=85&s=8c7cdedca099aa54508afea13fd1e939" alt="Plan filters for scoping recommendations" width="3586" height="2002" data-path="images/infrastructure/plan/2-plan-filters.jpg" />
    </Frame>
  </Step>

  <Step title="View recommendation details">
    Open a recommendation to review impact analysis, savings, risk notes, and implementation guidance before deciding what to run.

    <Frame>
      <img src="https://mintcdn.com/cloudthinker/9iwDeaqZV0tEjZUF/images/infrastructure/shared/9-assessment-recommendation-detail.jpg?fit=max&auto=format&n=9iwDeaqZV0tEjZUF&q=85&s=e9e8250af608bba471283c8f946f85c1" alt="Recommendation detail with impact analysis and implementation guidance" width="3586" height="2002" data-path="images/infrastructure/shared/9-assessment-recommendation-detail.jpg" />
    </Frame>
  </Step>

  <Step title="Take action">
    Choose how to proceed: run impact analytics, generate guidelines, ask a custom prompt, request approval, or implement directly.

    <Frame>
      <img src="https://mintcdn.com/cloudthinker/9iwDeaqZV0tEjZUF/images/infrastructure/shared/10-assessment-action-modal.jpg?fit=max&auto=format&n=9iwDeaqZV0tEjZUF&q=85&s=69a59b3c1a3f11ca50929e767a03f16b" alt="Action modal to choose analytics, guidelines, prompts, or implementation" width="3586" height="2002" data-path="images/infrastructure/shared/10-assessment-action-modal.jpg" />
    </Frame>
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Assessment" icon="clipboard-check" href="/guide/infrastructure/assessment">
    Run Well-Architected assessments that feed remediation findings into Plan
  </Card>

  <Card title="Keepers" icon="radar" href="/guide/infrastructure/cloudkeepers">
    Enable continuous monitors that detect drift and generate findings
  </Card>

  <Card title="Cost recommendations" icon="lightbulb" href="/guide/cost-optimization/recommendations">
    Look up recommendation attributes, sources, and categories
  </Card>
</CardGroup>
