The Plan Hierarchy contains the strategic framework for executing goals and objectives. This should include multiple tiers of Items that have been linked and nested to explain how a team sees the execution of their strategy occurring. 

Once the Owner and Editors of a Plan have created their Plan, it should be reviewed on a regular cadence to understand the risk, progress and status that make up the Plan. To learn more about the Plan creation process, click here

During these reviews, teams can make Start, Stop, & Modify decisions about the priority level of Items within the Plan based on changes to the environment. Plan Owners are then able to edit the Plan to reflect decisions made in these reviews.

There are several ways to edit an existing Plan:

  1. Create new Items by clicking on placeholder tiles in the Plan Hierarchy
  2. Click "Link Existing Project" to search for, select, and insert an Item into the Plan 
  3. Organize Items in the Plan with drag & drop, or drag them into the Plan from the Unlinked column 
  4. Unlink Items from the Plan to remove them 

Based on the edits made to the Plan Hierarchy, new Item linkages will be created. There are different ways that Items can be dropped into particular positions on a Plan Hierarchy. These procedures are explained in detail below.

To begin editing a Plan Hierarchy, Plan Owners need to access the plan in Edit mode. 

1: Creating new Items in blank tiles in the Plan Hierarchy
Clicking into a blank tile such as 'Create Objective' will allow the user to begin typing a title for the new Item. Upon successive creation of Items in other layers of your Plan (in the example below, Objectives, Strategies, and Initiatives are the multiple layers) they are automatically linked to Items that are positioned in higher-order and lower-order tiers of the Plan. These linkages indicate dependent relationships between Items within the hierarchical layers of a Plan.

For example, linkages on the Plan below are created by first creating a new Objective, then a new Strategy, and finally a new Initiative. 

2. Reposition Existing and Unlinked Items in the Plan Hierarchy via Drag and Drop

Plan Owners can select Item tiles from within the Plan itself or from the Unlinked list, drag them on top of open positions, as indicated by the blue dotted outlines, and drop them into those positions. 

For Items that do not have linked Items on lower-order layers within the Plan, existing or unlinked Items can be dragged on top of the Item tile in order to position the Item as a dependency in a lower layer. 

When an unlinked Item is dropped onto another Item, it becomes a lower-level, dependent Item. 

Plan Owners can also reposition Items by dragging and dropping tiles in between other Items in the Plan. Items will move to make space for the new Item and show the empty area where it can be inserted. 

3. Unlink Items From the Plan Hierarchy

Unlinking Items from the Plan Hierarchy allows Owners to deprioritize Items that are not critical to the strategic direction of the Plan. After unlinking Items, new Items can be placed in open positions. 

There are two ways Plan Owners and Editors can unlink Items from the Plan Hierarchy:

Click the action (...) icon on the Item tile and click "Unlink." This action of unlinking will place the Item and all of its children into the Unlinked list on the right-hand side of the page.

Plan Owners can also drag an Item tile into the Unlinked list in order to remove it from the Plan. 

Note:

Item Owners have the ability to delete, archive and alter the Plans that their Items support. These Items will be removed from the Plan and will cause changes to your Plan. Archived and Unlinked Items can be added back into the Plan, but deleted Items cannot. 

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