Convenient approach for managing records with respect to entities based on file plans. In an embodiment, historical data representing policies previously selected is maintained. The historical data is then used to generate custom file plans containing policies most likely to be used by a corresponding user. A list in such custom file plan may have more relevant policies prioritized higher. A user may thus conveniently select a desired policy, and associate the selected policy with a set of entities to cause the selected policies to be applied against management of the set of entities.