Adding additional plans to your instance can be achieved by navigating to the Admin > Organisation > Org Units page. 

Alternatively, if you're on the Strategy Planner, you can also use the drop-down menu in the top right hand corner, and select the 'Manage Plans' option.

From here, you’ll be able to enable multiple new plans. Each plan is attached to an Org unit, to enable a new plan, simply tick the ‘Allow plan’ check box next to the org unit you wish to create a new plan for. You’re also able to select a color for the display of your new plan by clicking on the colored box. 

All users will be able to navigate between and view all the plans in your Organisations Instance. This is important for transparency and engagement. 

If the Org unit you wish to attach a new plan to has not yet been created, you can set this up by clicking ‘Add Organisation Unit’. If you’d like to know how to set up an org unit, read on here. Once the Org unit has been set up, you can enable the plan in the same way described above. 

After enabling your new plan, you can start building out your new plan.

Did this answer your question?