1. Click > > > .

  2. Press CTRL+N to create a new plan.

  3. In the field, enter a description of the plan.

  4. In the field, select the person responsible for the plan.

  5. In the and fields, enter dates to define the period during which the plan will be active.

  6. In the field, select the type of plan you want to create.

  7. On the tab, describe the current situation and the outcome you want to achieve. You can update the result later as needed.

  8. On the tab, select any dimensions. Dimensions are relevant for the plan's expenses and budget in the .

See Also