Planning – Delivery Program / Operational Plan – Actions
Actions are the lower level implementation plans. They define the WHAT, WHO, WHEN the strategies in the Strategic Plan will be implemented and HOW MUCH it will cost.
What needs to be done to implement the strategy?
Who will be responsible for completion?
When will the Action be completed?
How much will it cost?
Actions are carried out at the Business Unit level.
Note: Once your Business Plan has been finalised, Business Rules that are already defined will determine under what circumstances the plan may be changed.
Go to Menu > Planning > Planning > Delivery Program / Operational Plan > Action to move to the Action area.
The initial view of the Actions form displays Actions associated with ‘ALL’ strategies. In order to add a new action, you must first select an appropriate strategy from the drop-down list.
Click on the new icon in order to view the ‘DETAILS’ page of the Action.
At the top left-hand corner, you will see a drop-down list displaying your current business unit. When you are logged in, the business unit your Administrator has linked you to from the Framework area is set as the default unit. If you want to access another business unit you can select it from the drop-down list.
Note: You can select a specific strategy to restrict the visible Actions only to those that belong to that Strategy and/or to add a new Action to that strategy. You can also tick the ‘Hide Completed’ checkbox to focus your attention on the pending and/or ongoing actions in your unit.
View more details under the following sections: |