PlanR’s process involves multiple user roles. These roles work together to elaborate targets and develop new plans at different levels of the product, location and calendar hierarchies. The process of using multiple roles divides the planning process into logical sections. There are two types of user roles in PlanR:

Top Down: These users are usually planning directors or planning managers. They create the overall targets for the company down to group/department level and pass down to the bottom-up role.

Bottom Up: : These users are usually merchandise planners. They create sales, margin, and inventory plans for approval by the top-down role.