Plan Management

1. Introduction

In the Strategy application

2. Click "Manage"

select "Manage" in the top navigation bar

3. Click "Edit Plan"

Within the list of all plans, find the plan you wish to change and click on "Edit Plan"

4. menu

This will open a menu where you can change several details for that specific plan including the following:

• The Plan's name
• The Plan's descriptor
  • The descriptor should reflect the purpose of this plan (e.g, performance plan, action plan, etc.) The default setting is STRATEGIC PLAN.
• The Overall Plan Champion(s)
• The start and end dates for your plan.

The default setting is STRATEGIC PLAN. choose also The Overall Plan Champion(s) and The start and end dates for your plan.

5. Click "Create Blank Plan"

You can create a blank plan from the Plan Settings page by selecting Create Blank Plan.

6. Fill in "New Plan Name"

Name your new plan and select Create.

7. Click "Clone Plan"

To clone a plan, find the plan you wish to clone and select the three dots button, then select Clone Plan.

8. Click "Plan to be cloned"

Name the plan in the Clone Plan window and then select the Clone button.

9. Click here

Inactive plans can be deleted by selecting the three dots button. Please note that active plans cannot be deleted.

10. More actions

Additionally, please note that you are also able to download the plan in a JSON format. This may be useful if you have other tools that parse or rely on json data.

This guide covered essential actions in managing plans within the Causey application, including creating, editing, cloning, and downloading plans in JSON format. Master these steps to efficiently handle your plan management tasks.