Plans

Getting Started

• Glossary: Plans
• How To: Setup Calendar Reminders
• Navigating in Plans
• What is Roll-up Reporting?
• Understanding Status and Progress
• Edit vs Update in Plans

See all 7 articles

Managing Your Plan

• Introduction to Planning
• User Roles
• Plan Portfolio
• Understanding Plan Upload Error Messages
• Importing a Plan - How to Upload Your Plan
• Plans Gantt View

See all 24 articles

Executing Your Plan

• How To: Submit an Update
• How To: Using Envisio AI Assist
• How to Edit or Delete a Historical Update?
• How to Discontinue an Action?
• AI Assist Prompts
• Edit a Plan Element from Submit Updates

Administering Plans (System Admins and Plan Owners)

• Set Up Organization Chart
• Viewing and Managing Organization Settings
• Administering Plan Settings
• Reporting Dates
• Update Grace Period in Reporting Dates
• How to Create a Custom Field