Product Ideas

Have you got a great idea to improve one of our software products? We'd love to hear it! Please share the details with our product team and your idea will be evaluated for release. Thank you!

Copy a Strategic Plan


  • Would like to be able to copy a strategic plan in order to re-use the plan or elements of it again.

  • Use cases:

    • could be a company that has a strategic plan specific for plant locations and they have similar plans.


  • As a Plan Administrator, I need to be able to create a new strategic plan with a copy of an existing strategic plan.

    • All users and teams associated with existing strategic plan will be copied to the new plan

  • As a Plan Administrator, I need to be able to select which entities are to be copied from the existing strategic plan to the new strategic plan

    • Provide a Select All Option

    • Children selected must included parent entities


  • Could completing import feature solve a high percentage of this desire

  • Copying individual entity and its children from one plan to another is out of scope

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Dec 4 2018
  • Future consideration
  • Attach files