Adding & Editing Plan Elements

Permissions

Before you create a plan element, check that you have the following:

• You have either a Standard or System Admin user role.
• You are assigned to the plan as a plan member or plan owner.
• The Plan is in the Planning or Active mode.

A plan element is a part of your plan. It may be a goal, strategy, action, or whatever the nomenclature is in your plan. In this article, we will review the basics of adding or editing a plan element. 

Add Plan Element

To create a plan element:

1. Click on View/Edit Plan from the main menu.
2. Navigate to the appropriate level of the plan in which to add or edit a plan element.
   Clicking anywhere on the bottom of a 'card' takes you down to the next level of the plan and all of the plan elements aligned under that top-level plan element. 
   
   
   
   
3. Use the arrows that appear on the side of each card to view other plan elements to find the right plan element in which to create a new plan element.
   
   
   
   
4. To add a plan element click on the '+' near the right side of the appropriate planning level.
   
   
   
   

5. Fill out the mandatory fields: (a) Description and (b) Owner. Optionally assign Contributors and Observers. For more information on the different user personas, see the article here. 
   
   When adding the lowest-level plan element, you'll have a few more options such as dates, work plan, and checklist. We recommend that you fill out the deliverable's start and end dates.
   
   
   
   

6. Click Save.

Edit Plan Element

To edit a plan element click anywhere on the top part of the card. You can locate the card by using the search bar or navigating through the Map cascade.

Advanced Features
There are other features that have not been reviewed in this article. They may be useful if a use case warrants them. Contact your Solutions Specialist or Success Manager for more information.