Create a data governance plan-DataWorks(DataWorks)-阿里云帮助中心

A data governance plan provides templates for various governance scenarios. You can set governance goals to be achieved within the plan's timeframe. The system automatically selects relevant governance items based on the plan type, identifies objects that can be optimized, and helps owners continuously track governance effectiveness to ensure timely goal achievement.

Limits

Version limits

DataWorks Enterprise Edition or a later version is required to use data governance plans. For more information about DataWorks editions, see Feature Details by Version. For more information about purchasing, see Purchasing guide.
Permission limits
- Workspace administrators can create governance plans for all pending issues in the workspace.
- Individual users can create governance plans only for issues that are assigned to them.
Feature usage limits

You can view a plan summary only for governance plans that are in the Stopped, Unachieved, or Achieved state.

Access the Governance Plan page

Go to the Data Asset Governance page.
Log on to the DataWorks console. In the top navigation bar, select the desired region. In the left-side navigation pane, choose Data Governance > Data Asset Governance. On the page that appears, click Go to Data Asset Governance.
In the navigation pane on the left, click Governance > Governance Plan to go to the Governance Plan page.

Create a governance plan

Data Asset Governance provides governance templates with predefined objectives and focus areas to meet various governance needs.

Select a data governance plan template.

Click Create Governance Plan. In the dialog box that appears, select a data governance plan template. You can create the following governance plan templates: Cost Optimization, Stability Governance, and Custom.

Type	Core objective	Governance plan template
Cost Optimization	Control data resource cost growth by focusing on inefficient or unused storage and computing resources. Drive owners to optimize or unpublish these resources.	Storage resource optimization: For teams with excessive or abnormally growing storage consumption. Core objective: Reduce storage volume and apply lifecycle management based on data access frequency. Computing resource optimization: For teams with excessive or abnormally growing computing consumption. Core objective: Reduce total computing usage and improve computing resource utilization.
Stability Governance	Reduce data task failures by focusing on availability and SLA compliance for high-priority tasks. Drive owners to deliver high-quality data reliably and on time.	Data stability optimization: For teams aiming to resolve existing data administration issues efficiently. Core objective: Reduce task errors and ensure correct, timely outputs.
Custom	Choose metrics and governance items flexibly based on your specific needs to address diverse governance challenges. Focus on personalized requirements and feedback. This supports tailored governance strategies, giving you full control to manage and optimize data resources effectively.	Custom: Select identified issues manually and define custom goals and tracking methods.

Click Confirm to go to the Create Plan page.

Configure the governance plan parameters.

Configure the Basic information parameters.

Set a Plan Name and add a brief Description.

Configure the Governance Plan Goal.

Set the Core Goal and the Validity Period. These parameters define the target to be achieved within the plan's period. The governance goal is considered achieved when this target is met.

For example, if you set Storage saved >= 20 GB, you must save at least 20 GB of storage to meet the goal.

The available governance goals for each template are:

Governance plan template	Governance goals
Storage resource optimization	Storage saved, Issues optimized, Tables optimized, Overall health score, Storage health score
Computing resource optimization	Computing CU saved, Issues optimized, Tasks optimized, Overall health score, Computing health score
Data stability optimization	Issues optimized, Tasks optimized, Overall health score, Development health score
Custom	All the above governance goals are available for selection.

Select the governance scope.
1. Select the default governance scope.
  
  The system automatically selects governance items based on the plan type across the computing, storage, development, quality, and security dimensions. By default, all issues under these items are selected. The system also estimates the potential benefits if all identified issues are addressed, which helps owners evaluate the expected outcomes. The actual governance results and goal achievement depend on the final scope that is applied.
  
  Note
  The default governance items are automatically selected based on the current plan template, governance goal, and time period.
2. Manage selection details.
  
  Click Manage Selected Items to review the included governance items and adjust the selections based on your goals. To exclude items that do not require immediate action, toggle the Selection Status switch in the list, or use the Operations Performed on All Items > Select all / Deselect all option at the bottom to select or deselect items in batches.
3. Click Close. Review the plan content. If the content is correct, click Next Step.
Configure governance team members.

By default, the governance team includes the Plan Owner, Task Handled By, and Viewer.
- Plan Owner: The plan owner is the user who is currently logged on to the console. The plan owner creates and manages the governance plan and tracks its progress.
- Task Handled By: The task assignees are automatically added based on the owners of the selected issues. Task assignees can view the tasks that are assigned to them in the governance plan.
- Viewer: Click Add Member to include users who can view the plan and receive governance notifications.
Configure governance progress notifications.

Set the Recipient, Periodic Notification Time, and Notification Method. After you publish the plan, the system tracks the daily governance progress against your goals and displays the progress on the plan details page. Periodic summaries and automated notifications help the plan owner drive progress toward the goals.

Click Save and Publish to publish the governance plan.

View governance plan execution details

For governance plans that are in the Running state, find the plan on the Governance Plan list page and click Governance Details in the Actions column.

Note

The Plan Owner and Viewer can view all governance issues in the plan. Viewers cannot perform operations on these issues.
Task Handled By can view only the issues for which they are the owner.

View governance plan overview

The Governance Overview page displays detailed information about the current plan, including the core objectives and progress. This helps you quickly assess the overall completion status and track governance effectiveness to meet goals on time.

The plan details page has three tabs at the top: Governance overview, Governance optimization, and Periodic report. On the Governance overview tab, the Basic information section displays the Core objective, which includes Storage saved, Estimated cost, and Start and end time. It also shows the Governance progress, which includes the completion percentage, storage saved, and estimated cost. Other fields such as Owner, Notification method, Task assignees, Viewers, and Description are also displayed. The Governance progress section includes two tables: Key optimizable governance items and Key personnel driving progress. These tables show details such as Optimizable storage, Potential cost savings, Completion rate, Number of tasks, and the pending storage volume per owner.

Note

After you configure unit costs in System Settings > Governance Settings > Cost Settings, DataWorks automatically displays the estimated costs in the Potential cost savings column. The cost settings apply to cost estimates for computing and storage resources.

Cost settings details

Go to the Data Asset Governance page.
Log on to the DataWorks console. In the top navigation bar, select the desired region. In the left-side navigation pane, choose Data Governance > Data Asset Governance. On the page that appears, click Go to Data Asset Governance.
In the navigation pane on the left, click System Settings > Governance Settings > Cost Settings. In the Unit Price Settings section, configure the Unit Cost.

The unit cost table includes the Resource type, Metric category, Unit, and Unit cost columns. You can set prices separately for MaxCompute Storage (GB/day) and Computing (CU/hour). Each row includes a Price reference link. Click Save after you complete the configuration.
Configure the Unit Cost.
1. Hover over Unit Price Reference to view guidance for setting the Unit Cost.
2. After you set the Unit Cost, click Save to confirm.

View governance optimization details

The Governance Optimization page displays details for Optimized, Not optimized, and Allowlist items. It also provides benefit estimates if all identified issues are addressed, which helps you evaluate potential gains. In the Not optimized list, you can filter items by Workspace, Connection Type, or Table Owner. You can also search by Asset name or ID, Status, or Label. For items that should be excluded from scoring or require no action, you can create an unpublish plan or add to whitelist. You can also click Table 360 in the Actions column to view detailed table information.

Note

The tags that are displayed for pending governance items are based on offline snapshot data and cannot be edited. Changes made in Tag Management take effect the next day (T+1).

At the top of the page, you can filter items by governance category, such as Computing – Task output not read, Storage – Long lifecycle tables, or Storage – Not accessed for a long time. The maximum potential storage savings and goal achievement percentage are also displayed. The table below shows the Table name, Data source type, Output task, Table size, Lifecycle, Creation time, and Last access time.

View periodic report

The Periodic Report page displays the Governance Objective and Governance Progress. It also shows a daily cumulative trend graph of governance issues from the plan's start date to the selected date. You can also view details for the selected date, such as Governance Effectiveness, Governance Item Ranking, and Check Item Ranking, from both global and personal perspectives.

The Daily governance effectiveness section includes six metric cards: Total storage today (including cumulative savings), Storage saved today (including potential savings), Issues optimized today (including cumulative and pending counts), Tables optimized today (including cumulative and pending counts), Overall health score today, and Storage health score today.

View plan summary

Note

You can view a plan summary only for governance plans that are in the Terminated, Not achieved, or Achieved state.

The Plan Summary page displays the Governance Objective, Governance Progress, and a daily cumulative trend chart of resolved issues over the plan's duration. You can also view the cumulative Governance Effectiveness, Governance Item Ranking, and Check Item Ranking from both Global and Individual perspectives over the plan's duration.

The Governance Effectiveness section includes the following metrics: Daily computing CU total, Cumulative daily computing CU saved, Daily storage total, Cumulative storage saved, Cumulative issues optimized, and Cumulative tasks optimized. Each metric card includes a small trend chart.

Manage governance plans

On the Governance Plan list page, you can view all plans that are in the Pending Deployment, Running, Stopped, Unachieved, or Achieved state. You can also perform the following actions:

Edit a governance plan

For plans that are in the Pending Deployment state, click Edit in the Actions column to modify the plan details.
Copy a governance plan

Click More > Copy in the Actions column to duplicate the plan. After you copy the plan, you can customize its name and details.
Publish a governance plan

For plans that are in the Pending Deployment state, click Deploy in the Actions column.
Terminate a governance plan

Only plans that are in the Running state can be terminated.
Delete a governance plan

You cannot delete plans that are in the Running state. You can delete plans that are in any other state.