Click Human Resources> Periodic> Planning> Strategic Plan Details.

Press CTRL+N to create a new plan.

In the Descriptionfield, enter a description of the plan.

In the Person in chargefield, select the person responsible for the plan.

In the Start dateand End datefields, enter dates to define the period during which the plan will be active.

In the Plan typefield, select the type of plan you want to create.

On the Current reality/End resulttab, describe the current situation and the outcome you want to achieve. You can update the result later as needed.

On the Dimensiontab, select any dimensions. Dimensions are relevant for the plan's expenses and budget in the General ledger.