Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Corporate Planning in Planning

Clicking the “Corporate Planning” button will take the user to the Corporate Plan page. This page allows the user to create a new plan, choose an existing one from the dropdown selection box, and edit any details.

Add Corporate Plan

When “Add Corporate Plan” is selected, the user will be presented with a simple dialog box to complete.

Once the mandatory fields have been populated, the user must press “Save” to finish creating their plan.

Corporate Plan, Our Purpose and Values

In this section, the user can add/amend the content of the Information and Governance tables. To do this, the user must press the data entry icon.

Outcomes and Supporting Objectives

This section allows the user to add an outcome to their plan. To add an outcome, select “Add Outcome”, and input the relevant information into the fields in the dialogue box.

All created outcomes for the plan will appear below. By clicking on any individual outcome, the user can amend the content of the outcome and add measures, tasks, supporting objectives, projects and risks. As the user creates tasks and additional items, they will appear in the relevant tables.

Plan Finance

This section allows the user to add their monthly planned expenditure. The total cost is automatically calculated from supporting financial measures. The user needs to click the data entry icon to add the information.

Plan Impact Map

This visualisation allows the user to see the impacts of the outcomes, tasks and supporting objects within their plan. The user can also use the Impact Map to create new links between the various entities by clicking the settings cog icon and choosing the relationship type. The links are then created by clicking and dragging between the entities.