Every headcount plan shows a status that tells you which stage it's in. Those stages follow two timelines: the request period (the window when Headcount Planners submit their requests, which you set when creating the plan) and the planned period (the timeframe the plan is actually staffing for). The first three statuses track the request period; the last three track the planned period.
The statuses
| Status | What it means | When it appears |
|---|---|---|
| Scheduled | The plan is created, but the request window hasn't opened yet. | From creation until the request period starts, if you scheduled it for later. |
| Open requests | Headcount Planners can submit their requests. | When the request period starts. If you choose Launch now, the plan starts directly in this status. |
| Under review | Submissions are closed and the Owner reviews, approving or rejecting requests. | When the request period ends. |
| Planned | The plan is locked and approved, but the period it covers hasn't started yet. | Once you lock the plan, if the planned period is still in the future. |
| Ongoing | The plan is approved and you're now inside the period it covers. | When the planned period's start date arrives. |
| Closed | The period the plan covered has finished. | Once the planned period's end date passes. |
The usual order
Scheduled → Open requests → Under review → Planned → Ongoing → Closed
Two different dates drive these statuses. The request period (submission window) moves a plan through Scheduled, Open requests and Under review; the planned period (the timeframe you're staffing) moves it through Planned, Ongoing and Closed.
A new plan starts in Scheduled if you schedule the request period for later, or directly in Open requests if you launch it immediately.
Reforecast versions
When an Owner creates a reforecast, the new version starts as a Draft version. While it's a draft, changes stay in the reforecast and don't affect the live plan. From there, the reforecast follows the usual cycle: Open requests → Under review, and once it's locked it becomes the Live version of the plan.
For more detail, see Reforecast a headcount plan.