> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexrex.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan Builder

> Draft a training plan with Rex or build one manually — from goal intake to assigned plan in minutes.

NexRex offers two paths to a training plan: ask Rex to draft one in conversation, or use the manual wizard to build it yourself. Both produce reusable templates you can assign to athletes or groups.

```mermaid theme={null}
flowchart TD
    Start["Need a new training plan"]
    Start --> Manual["Manual wizard:<br/>Plan Info → Plan Details → Review"]
    Start --> Ask["Ask Rex in chat"]
    Manual -->|"drag workouts onto the calendar"| Template["Plan template saved"]
    Manual -->|"AI Generate (quick draft)"| Template
    Manual -.->|"AI Chat button"| Handoff["Plan Builder hand-off card"]
    Ask --> Handoff
    Handoff --> Intake["Intake:<br/>goal race, finish goal, weekly days"]
    Intake --> Canvas["Editable plan canvas<br/>(refine by telling Rex what to change)"]
    Canvas --> Template
    Template --> Assign["Assign to an athlete or a group"]
```

## Create a plan manually

From **Training Plans → Plans**, click **Create Plan** to open the three-step plan editor.

### Step 1: Plan Info

<Frame caption="Plan Info captures identity, difficulty, duration, and visibility for the new training plan.">
  <img src="https://media.nexrex.ai/nlAF4Im3XNcQIgGDB35v" alt="Plan Info step showing fields for plan name, description, cover image, training type, difficulty level, duration, and visibility settings." />
</Frame>

Define the plan's identity and structure:

* **Plan Name** and **Description** — the title and summary athletes see on the plan card.
* **Cover Image** (optional) — upload or paste a URL for the plan thumbnail.
* **Training Type** (Running, Cycling, Swimming, or Strength) and **Difficulty Level** (Beginner, Intermediate, or Advanced) — these drive workout suggestions and filtering.
* **Duration (weeks)** and **Start Date** (optional) — set a start date to display calendar dates instead of generic week numbers.
* **Visibility** — Private (you only), Organization (your coaching org), Public (searchable by anyone), or System (platform template).
* **Plan Type** — Individual or Group. A group plan prompts for one or more sub-groups (name, description, color) that become training cohorts when assigned.

### Step 2: Plan Details

<Frame caption="Drag workouts from your library onto the calendar or use AI Generate for a quick draft.">
  <img src="https://media.nexrex.ai/Mg9ixQ2gWw0L2V5Mslad" alt="Plan Details showing the workout library on the left and a week-by-week training calendar on the right, with a workout being dragged onto a calendar day." />
</Frame>

Build your weekly training blocks with a split view: **Workout Library** (left) and **Training Calendar** (right). Drag a workout from your library onto any day to schedule it. Click **Add Week** to extend the plan beyond the initial duration.

Each week includes:

* **Weekly Description** — a markdown field for the week's theme or focus (visible to athletes).
* **Coach Reminders** — internal notes for you and your coaching staff (not visible to athletes).

#### AI shortcuts on Step 2

* **AI Generate** — configure target duration, athlete level, workout-source preference (AI-generated, prefer your library, or library-only), your organization's training principles, and label emphases, then click **Generate Draft**. Review the result and accept or discard it. No conversational refinement — one pass.
* **AI Chat** — hand off to Rex's conversational Plan Builder, carrying your progress as context. See [Draft with Rex in Plan Builder](#draft-with-rex-in-plan-builder) below.

### Step 3: Review

<Frame caption="Review displays plan totals and a weekly training load chart before you save the template.">
  <img src="https://media.nexrex.ai/zt0JyXiRXaTXmKOtZUG5" alt="Review step showing total weeks, total distance, total duration, and a bar chart of weekly training load." />
</Frame>

The summary shows **Total Weeks**, **Total Distance**, **Total Duration**, and a **Weekly Training Load** chart. Click **Complete Plan** to save it as a reusable template.

Assign the saved template to an athlete or a group the same way you would any
other template — see [Assign a plan](/coaches/manage-athletes#assign-a-plan)
or [Assign a plan to the group](/coaches/group-plans#assign-a-plan-to-the-group).

## Draft with Rex in Plan Builder

Ask Rex in chat to build a plan for an athlete or a group (see [Draft a plan
for an athlete with Rex](/coaches/manage-athletes#draft-a-plan-for-an-athlete-with-rex)
and [Draft a group plan with Rex](/coaches/group-plans#draft-a-group-plan-with-rex)
for how the hand-off card works), or open Plan Builder directly from
**Training Plans**.

### Intake

Plan Builder starts with three questions: the **goal race**, the athlete's
**finish goal**, and how many days a week they train. Answer them in the chat
on the left — each answer fills a slot on the right (goal race, finish goal,
weekly training days) so you can see what's still pending before Rex
generates anything.

### The plan canvas

Once Rex has enough to work with, it generates a periodized plan and shows it
as a canvas: a week-by-week, day-by-day grid alongside summary stats — total
volume, number of weeks, and peak week. Every session is labeled by type
(Easy, Tempo, Interval, Long run, Cross-train, Rest, Race, Test race).

Refine the plan by telling Rex what to change, in plain language:

* **Move a session** — "move the long run from Saturday to Sunday" relocates
  that session on the canvas.
* **Rescale a week** — ask Rex to rescale a week to roughly a target distance;
  session distances recompute proportionally across that week.
* **Clear to rest** — turn any session into a rest day.
* **Edit a session** — adjust a specific day's detail directly; Rex confirms
  what changed.
* **Attach a note** — attach a note to a session and the athlete sees it on
  that session once the plan is assigned.

If a requested change can't be applied, Rex tells you why instead of
silently skipping it.

### Save

The save step depends on who the plan is for:

* **For an athlete** — **Save as template** stores it for later reuse;
  **Save & assign** stores it and immediately puts it on the athlete's
  calendar.
* **For a group** — **Save as group template** is the only option. Assigning
  it to the group is a separate step from the saved banner's **Assign to
  group →** link.

The saved banner also links back to the template itself with **Open
template**.
