In AchieveIt, a user can create as many plans as needed to track their organization's most important work. The following steps describe how to create a new plan.
To get started, click the Plans drop-down menu in the top navigation bar. Then click Create a Plan.
Create a Plan
Now the user can either select Build A Plan - building the plan directly in the web application - or Import a Plan - import a plan that they've created in Excel. Click the Build Plan button.
Enter Plan Details
The first step will be to enter the plan details. Here a user can add the Plan Title, Description, and Tags. As the user moves through the different phases, they will start to see the information they input be displayed over on the right hand side of the screen in the Summary Panel.
Next the user will need to establish the plan levels. Goal, Milestone, and Assignment are added by default but they can easily be changed if they don't match the users plan levels. Users can have as many plan levels as they would like and they can also order the levels by dragging and dropping them in the desired order.
In this section, a user can assign access for the plan. In the Assign Access section, users can add individuals as either a Member, an Admin, or both. The columns of the table can be sorted and a user can search for Users/Teams in the search bar. If a user is unable to be selected as an Admin due to their license type, that selection will be greyed out.
- Member - Gives plan visibility
- Admin - Users that can add, edit, and delete information in the plan. Only Full Access users can be Admins
In this section, a user can set the Notification Schedule for the plan. First they have the option of putting a Start Date and Due Date for the plan. They can then select Use Organizational Defaults for the Progress Update and Due Date Schedule or they can use Custom Settings for the plan.
Note: If there is a Start Date, there must be a Due Date.
Once a user clicks Create Plan, they are taken to the Tree View. Here they can start to add items to the plan.
Importing a plan
Although AchieveIt recommends creating plans directly within the platform for ease and simplicity, there is also the option to create plans by uploading our standard import template. This flow follows most of the same steps as Build A Plan. Note: You will not see the Create Levels step. Those are established in the import file.
Users will need to enter information for the following steps:
- Plan Details - Plan Title and Description. Tags will be established in the import file.
- Assign Access - You can assign users or teams as Members or Admins.
- Set Schedule - You can choose to use the Organization Defaults or set Custom Settings.
Import File Step
In this step users are able to download the import template. Once the import template is filled out, users are able to drag and drop their file to complete the import process. Now, the column ordering in the import template isn't restrictive, so columns can be in any order in the import file as long as the correct header is used.
If the import template is successfully uploaded, the user will see the below message. They will also be able to see the data in the import file visualized in a grid, which will be very helpful when identifying issues if they arise. In this view, it is especially helpful to collapse the Summary Panel so the user is able to see more of their plan data in the grid.
Import Plan Errors
If a users upload is unsuccessful, they will be shown the errors that are preventing the upload in two views. The first view they will see is the Grid view. Users are now able to see the number of errors present and the number of cells that have errors. These numbers may be different since there can be multiple errors per cell. The Grid will have indicators on the row and column headers where an error is present as well as highlighting the exact cell where the error is located.
Users also have the option of seeing their errors in a list. This will only show information for the cells that contain errors.
Information shown on Errors list:
- Cell - Cell Column Letter
- Row - Row number
- Column Name
- Entered Value
- Error Description - Message describing exact error