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Composite Data Management > Basic Plan

Creating a Basic Plan

You create a basic plan (to contain a set of vehicle models) at project level from within Capital Systems Integrator.

Prerequisites

  • The project is open in Capital Systems Integrator.

  • A Capital Systems Integrator design can be open and active in the diagram window but does not have to be. If one is, the system will automatically associate the new plan with it.

Procedure

  1. Right-click the Plans node in the Project Browser window on the upper left of the application and choose New Plan.Figure 158: Plans Node Note You can also go to the Automate tab of the ribbon at the top of the application, and select New Plan from the Complexity dropdown. If a plan is associated with the open design already, then Open Plan is displayed instead. That action will open the associated plan for editing, not create a new one.

The New Plan Dialog Box displays.

  1. Specify a Name, Short Description, and Description for the plan, and click OK.Note If you do not have Capital Configuration Optimizer, the Type is Basic - Simple Vehicle Models and you cannot edit it. Also, you cannot edit the Associated Design(s) in this dialog box.

Results

The plan displays below the Plans node in the Project Browser Window with a basic plan icon (). If it is associated with the currently active design, it has a small circle ().

If a Capital Systems Integrator design with no associated plan was open and active in the diagram window, the system associates the plan with it.

You can now edit the vehicle models in that plan. See Defining Models in a Basic Plan.

You can edit the plan’s name, and so on, by right-clicking it under the Plans node in the Project Browser Window and choosing Edit.

You can delete a plan by right-clicking it in the Project Browser Window and choosing Delete.

Caution

You cannot delete a plan that is associated with a design.

Parent Topic:

Basic Plan

Related Topics

  • Exporting and Importing a Basic Plan

  • Associating a Basic Plan with a Design

  • Defining Models in a Basic Plan

Capital Systems Integrator User Guide, 2512.2606

Unpublished work. © 2026 Siemens

Source: https://docs.sw.siemens.com/en-US/doc/861057055/202511026.capital_si_user/id0e87706c-2489-4e97-9ebf-416e0dcf0e57 · retrieved 2026-07-18