Plan overview
The 
Plan overview in RigBridge is designed to streamline and standardize planning and execution workflows for well operations. The Plan overview can integrate seamlessly with other third-party services, and offers an improved workflow for planning, reviewing, and executing well operations.
Key features
Customizable Views: Navigate data by sorting through hierarchical layers such as fields, rigs, or projects.
Filters: Narrow down visible content dynamically based on the selected hierarchy.
Favoriting and Notifications: Easily mark and track plans or events using the favorite functionality and notifications. For more information, refer to Notifications & Subscriptions.
Nested Grids: Work through multiple levels of data with options to expand, collapse, and drill into details. For more information, refer to Using grids in RigBridge.
How it looks
You can access the Plan overview from the RigBridge front page by clicking the Plan overview icon or by going to the left sidebar click the same icon .
The view contains the following:
Expand/collapse all: Allows for expanding and collapsing levels using the
Expand All / 
Collapse All icons.Filter option: Apply filters to narrow the displayed data dynamically based on selected criteria. Filters adjust automatically depending on the hierarchy.
Show By drop-down menu: Located in the upper-right corner, this dropdown allows users to select the hierarchy used to display the grid (e.g., Field, Rig, or Event).
Nested grid structure: Displays data in a hierarchical format (e.g., Field → Well → Event → Plan).
Right-side panel: Displays information related to the main content and your selections. In Plan overview, it provides details such as properties for a specific row. For more information, refer to Right sidebar.
Rows and Columns: Each row represents an item (e.g., a field, well, or event). Columns display relevant properties or metadata, which may include names, dates, or status indicators. Editable fields are clearly marked, while non-editable fields are grayed out. Read more about how the grid works.
Step-by-Step instructions
Create a new plan in Plan overview
Navigate to Plan overview: Access the Plan overview from the RigBridge environment.
Choose Your View: Select your preferred view (can be Field or Rig) from the drop-down menu. If your desired well is not listed, you can add it through the Well configuration, if you have permissions.
Select the Well: Identify and select the appropriate well where you want to add the plan.
Select or add an Event: If the desired event is not listed
Add Event, select the correct event code and give it a title.Select or add a Phase: If the desired phase is not listed, click
Add Phase, select the correct phase code, and assign it a title.Add a new plan: In the section view, select the option
Add plan.Name the plan and assign a workgroup: Provide a name for the new plan (e.g., "Drilling 8 1/2 section") and specify a workgroup e.g. MAIN or AUX.
Plan created: This will create a basic version of the plan that you can further edit in the Plan Editor.
When do you use the Plan overview
Drilling New Wells: When planning the drilling operations for a new well.
Well Interventions: These are for planning interventions on existing wells.
Operational Breakdown: When a detailed breakdown of operations, including drilling, casing, and cementing is needed,
User Access: Confirm the user has the necessary permissions to access and modify the Plan overview.
Integrations
We do have integration with external planning tools such as DrillPlan and WellCom to pull the content into project and task data. To hear more, get in touch with our support team, support@horizon56.io or +47 940 70 716.
Best practices, tips and tricks
Use Favorites: Mark frequently accessed projects as favorites for quick access. You can read more about favourites.
Template Utilization: Develop templates for repetitive operations to save time and ensure consistency. You can read more about Templates.