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Use this form to create a model for strategic plans.
Templates are helpful because they reduce the setup time that is required to create a new strategic plan. In addition, you benefit from knowledge that is already represented in the templates structure. You can edit and adapt the plan afterwards, if data exists in the template that is different in the new plan.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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View and edit a list of templates. |
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View and edit information about the template selected on the tab. |
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View forecast plans for the template selected on the tab. |
Fields
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Field |
Description |
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Enter an identification for the template. |
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Enter a description for the template. |
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Select the type of plan with which the template will be associated. |
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Specify the minimum number of digits that the identification of each new plan must contain. |
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Enter the format to compose the identification of plans that are created by using the template. The format must contain one "#" for each digit in the . |
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The identification of the strategic plan that is selected in the tree. |
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If the current plan is a secondary plan, this is the identification of the primary plan. |
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Describe the strategic plan. |
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Select whether to create actions from a template or with an action type |
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Relation to action type or action type template |
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Item description. |
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Specify the plan line's level of priority. |
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Note line. |
