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Edit the Item Library

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Courtney Spohnholz
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Editing the Plan Level Terminology

The hierarchical names in your plans are completely customizable. All levels from Strategic Themes to Tactics can be renamed by the Administrator to terms that make sense for the organization. To make those changes:

Step 1:

A.  In the Tree View of the plan you want to make changes to, you will see the Item Library on the left side of your screen

Plan level library.png

B.  Click the '+' in the right hand corner

C.  The new level will show at the bottom of the list. Enter the name of the level and click the check to save it.

adding a level.png

NOTE: You can also change the terminology of an existing level by clicking the triple dot options button.  If you want to change the order of the hierarchy, just select the name and drag and drop to the appropriate spot.