Full Access User Guide

Step 1: Create a New Plan

It's very easy to create a new plan in AchieveIt. To get started, click the Plans drop-down menu in your top navigation bar. Then click Create a New Plan.

 

 

Once you have clicked on the 'Create New Plan' option, the 'Create Plan' page will appear. You can choose to build your plan within AchieveIt, or import via our standard plan template.

 

 

To Build a Plan, click the blue 'Build Plan' button to get started. You'll be guided through the basic required fields to create your plan in four sections: 1) Enter Plan Details, 2) Create Levels, 3) Assign Access, and 4) Set Schedule. (Required Fields denoted are in Bold).

 

Plan Title – the name you'd like your plan to have, which will be displayed throughout the system and on reports. You can also provide a description of the Plan below.

 

 

Plan Levels - the custom terms you'd like to use to organize the different units of work within your plan (i.e. Goal, Objective, Strategy, etc).

NOTE: Goal, Milestone, and Assignment are the default level names that will always appear on the Create page. You can customize the existing names by overwriting them with your own unique terms, add more levels by clicking the 'Add Level' button or delete levels by clicking the 'X' icon next to each level

 

 

Assign Access - from the onset of creating a plan, you can set up additional users to have admin or member access to the full plan. Admin access allows a user to create new items within the plan and edit existing content just like the creator of a plan can. Plan Members can view the plan once Activated by an Admin. To grant a user either Member or Admin access to a plan, check the appropriate box next to the list of available users in the Access section.

 

 

Start Date – select a start date for your plan by typing the date or by clicking the calendar icon to the right and using the date selector.

Due Date – select an end date for your plan by typing the date or by clicking the calendar icon to the right. Note: if you select a start date, a due date will be required in order to continue.

Progress Update and Due Date Schedule - if desired, you can create an update schedule from the onset of creating your plan. See the Set the Progress Update Email Schedule article or Section 2: Notification Settings of this Guide for additional details.

 

 

Click the “Create Plan” button in the bottom right hand corner, and you will be redirected to the Tree View.

 

 

 

Step 2: Manage Levels in the Plan Level Library

The Plan Level Library allows users to understand the hierarchy of the plan. Every plan can be structured with as many or as few levels as needed and terminology can be customized to fit your organization.

To add a new level to your plan, locate the Plan Level Library and click the '+' button.

 

 

After you have clicked the '+' , a new level will appear at the bottom of the Plan Level Library. Enter your new level name and click the green check to confirm.

 

 

After saving your 'Level Name' the new level will appear at the bottom of your Plan Level Library.

 

 

You can edit any level name by clicking the "..." to the right of each name. If you need to change the order of your plan levels, hold down on the level you'd like to move with your mouse, then drag and drop the level into the order of your choosing.

 

Step 3: Create Plan Items

Now you can create items to build out your plan. There are two ways that you can begin to build out your plan on Tree View:

 

1) Click and hold a Level from the Plan Level Library, then drag it onto an existing item (such as the top plan card). The plan item's card will highlight in blue. Release your mouse and the 'Add Plan Item' menu will appear, allowing you to create the item.

 

 

2) Click the '+' in the bottom right-hand corner of any existing plan item, such as the top plan card.

 

 

Once you have created a new item by either method the 'Add Plan Item' menu will appear.

 

 

Required Fields will be listed to the left, such as:

• Plan Item Name – Title of the plan item
• Initial Status – will be Not Started by default, but a status can be selected from the creation page
• Aligns To – this will be automatically populated with the name of the item that you are building under, but can be edited by clicking into the drop-down menu.
• Level - this will be automatically populated based on the plan levels you have created, but can be edited by clicking into the drop-down menu

If you have additional information about your item, you can go ahead and fill in the additional information fields to the right. For the highest rates of success and execution, AchieveIt always recommends completing the following information:

• Assigned To ‐ click into the drop-down menu to select the person you wish to assign to the item. The Assigned User will receive progress update requests once your plan is Active.
• 'Start' and 'Due' Dates - type or click the calendar icon to select appropriate dates for when this work will take place.
• Update Frequency - click into the drop-down menu to select the appropriate reporting frequency for this item. You can select from: Daily, Weekly, Bi-Weekly, Monthly or Quarterly

 

See the Plan Item Card Overview article for details about all of the additional information that can be tracked for any plan item in AchieveIt.

 

The below diagram describes all of the icons and the areas of a plan card:

 

Step 4. Create a Metric

You can track a quantifiable outcome as a metric for any item within your plan. To activate a metric on a plan item, locate the plan item from any view and bring up the plan item's details. Click the blue 'Create Metric' button.

 

 

Complete a few fields of information to begin tracking a metric for your plan: 

• Metric Unit: a dollar amount, a percentage, or a number
• Tracking Success: how you would like to track and visualize success for this metric. You can track: maintain between a baseline and target, stay above or below a baseline, or move from a baseline to a target value. Once selected, make sure to input your custom baseline and target values. 
• Metric Calculation: select whether the metric will be provided by the Assigned User with regular progress updates, or calculated automatically based upon other items' metric values.
• Initial Value: Make sure to provide an initial starting value for your metric.

 

See the Creating a Simple Metric and Creating an Advanced Metric articles for additional details about setting up metrics for plan items in AchieveIt.

 

Additionally, if you would like to understand more about the roles you can play in your AchieveIt account as a Full Access User, see the Understanding User Types and Permissions article.