Plan Management (7 steps)
In the Strategy application, select Plan Settings in the top navigation bar.
On the Plan Settings page, a plan can be renamed using the Plan Name text box.
A start and end date can be designated for a plan.
Plan champion can be modified using the Overall Plan Champion select box. To designate a member as the overall plan champion, select in the overall plan champion box for a drop-down menu. Select the appropriate person from the list of team members.
Select Save to update this information.
You can create a blank plan from the Plan Settings page.
To clone a plan, find the plan you wish to clone and click the Clone Plan link.
Name the plan in the Clone Plan window and then select the Clone button.
Inactive plans can be deleted by selecting the Delete Plan link. Please note that active plans cannot be deleted. They must be changed to inactive status before being deleted.