Product Ideas

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Copy a Strategic Plan

Summary:

  • 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.

Requirements:

  • 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

Notes:

  • 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
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