Step 1: Name Your Plan

Name Your Plan is the first step of the planning process and allows you to add a plan Name and Description. Follow the steps below to continue:

1. Add a descriptive name. For example, you may choose to include the animals the plan applies to and the date: Heifers - Q4 2024. Descriptive names will make sorting through plans easier as more plans are added.
2. Select the breed(s) to include in the plan from the drop-down list. This selection will filter only animals of the selected breed(s) for the new genetic plan. Unselected animals will not be mated. Once set, the breeds cannot be changed after you click Continue. All genetic data is breed-specific, so if you select the wrong breed in this step, you will need to create a new plan.
3. Select the sire breed you want to mate your animals to.
4. Select the breed you want to use for index and parent average calculations, projections, and missing data if needed.
5. Add a note to capture the primary goals for the plan. For example: Heifers plan for Q4.
6. Click Continue and proceed to Step 2: Set Breeding Goals & Index.