Who has access: System Admins or Plan Owner
As a system admin or plan owner, you can manage the following settings for your plan. Note that each plan can have its own plan settings so it's important to check the plan you're in if you have multiple plans:
- Priority
- Tags
- Status labels
- Planning label and measure label for each level of your plan
- Update template for each level
- Custom fields
- Start/end dates display at higher levels
- Expected progress display
- Plan status and progress display
Manage Plan Settings
To edit the settings for your plan:
-
Expand the menu and navigate to the Plans Settings page by clicking on Settings (cog icon) at the top right corner of the plans section.
- Use the drop-down menu at the top of the page to select the correct plan.
Let's go through each setting in detail. Note that Priority setting and label, Status labels, Tags, and several display options apply to the entire plan. The other settings are customizable by plan level.
Under the General tab
1) Show Priority and Label
By default, this option is disabled on new plans. If you'd like to use the Priority functionality for your plan, you can enable it here. Priority is a great way to inform your users of the importance of each deliverable within your plan. Filtering and Sorting by priority are available in Plans, Submit Update and when generating reports. Once enabled, you will see the option to provide a Priority label.
2) Plan options
The following options apply to the entire plan:
- Show Start/End Dates on Higher Levels - Using this option, you can display a start and end date on the higher plan elements that is aggregated from it's lowest level descendants. If any of the descending plan elements does not have a date defined, it will display an 'Ongoing' date on the higher level plan element. This option defaults to OFF
- Show Expected Progress - Expected progress tell users where they ought to be in completion of the deliverable based on deliverable's start/end dates.
3) Status Labels
You can customize RAG Status Labels by plan using this option. By default, they are set as:
- Green - On Track
- Yellow - Some Disruption
- Red - Major Disruption
4) Tags (Optional)
Tags are plan-specific and can be used to organize or group plan elements for reporting purposes. Users can also search by tags in Map Search. Tags can be associated with plan elements and separately with measures. You can create a maximum of 25 tags per plan.
Under the Reporting Levels tab
The following settings need to be defined for each level in your plan:
5) Label
This is the name you call the levels of your plan. Typically we refer to the highest level as your Goal, the next level as Strategy, and the lowest level as Action. If you have set up your plan to be more than 3 levels, the Middle level will expand requiring you to define the labels. All labels must not exceed 20 characters.
6) Measure Label
The measure label for each level is customizable. We have provided defaults but you're welcome to change them to suit your organization.
7) Custom Fields (Optional)
Custom fields can be used to capture additional information about the plan element. You can set up unlimited custom fields per plan. It can be set up using one of Text, Rich Text, Number, Checkbox, Single or Multi-select types. It can be set as required, read-only or editable by owner/contributors in Submit Updates. Custom field information is also reportable. For more information on Custom Fields set up, check out this article.
8) Update Template (Optional)
The Update Template is useful when you want to have all progress update for that level follow a certain structure so that you have consistency in reporting. Our suggested best practice Update Template help provide guidance and consistency for updates:
- Accomplishments
- Roadblocks
- Next Steps
If using AI Assist with updates the system will put the users update in the headings above if no other Update Template has already been defined.
The following settings apply to the lowest plan level:
9) Set Default Start/End Date
When enabled, this option allows you to define a start and end date that defaults upon the creation of a new Action (lowest level). This is helpful if you're tracking an annual operating plan and you want a way to standardize the dates. It also saves keystrokes. The user is still able to override the default dates to reflect a more accurate date. To avoid dates being left blank, you can use the next option in conjunction with this option, or independently.
10) Set Start/End Date as Required
With this option enabled, you can ensure that all deliverables are created with a start and end date.
11) Work Plan Template (Optional)
The Work Plan Template is useful when you want to have all work plans for that level follow a certain structure so that you have consistency in reporting.
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