Plan Dashboard

The Plan Dashboard gives an overview of some of the activity happening within an individual Action Plan and functionality for the management of the plan.

To reach the Plan Dashboard from the Workspace Dashboard:

• Click on the plan under the Plans card
• Click on the Dash button on the left of the Mindmap button which sits on the purple ribbon at the top of the screen

Depending on your permissions in the Workspace and for the specific plan, here you will be able to see:

• Plan Details – this includes the Image, Name, and other details and allows you to make the plan a Workspace Template (see Templates)
• Action/Indicator Progress – this includes a pie chart of the action/indicator progress from within the plan
• Shared Outcomes/Shared Indicators – this provides a list of the different Shared Outcomes/Indicators adopted into the plan
• Members – this provides a list of all of the Members of the plan including their role
• Stories – this provides a list of Stories included within different OAIs in the plan
• Case Studies – this provides a list of Case Studies included within different OAIs in the plan

Below is an example of the Plan Dashboard.

On the left sidebar of the Plan Dashboard there are other functionality for managing your plan, including:

• Publish Plan (see Publishing your Plan)
• Duplicate Plan – duplicate the plan in the workspace
• Delete Plan – delete the plan from the workspace
• Manage Reports – manage the reports made from this plan
• Invite Member – invite someone to be an editor of the plan
• Invite Viewer – invite someone to be a viewer of the plan
• Manage Members – manage who has access and the level of access they have to the plan