The resource toolkit acts as an additional help for the business plan creation. These resources can be linked as documents,TRIM links (given that your TRIM Document management system is integrated with IBP) or a URL.
Follow the below steps to add a resource toolkit to the business plan.
STEP 1: Go to Administration > Resources.
STEP 2: Specify the following items to create a toolkit.
|
Field |
Description |
Mandatory/Optional |
|
Plan |
Select a particular plan from the existing plan list. |
Mandatory |
|
Phases |
Select the phases available for a particular plan. |
Mandatory |
|
Elements |
Displays available elements of the selected phase of a plan. |
Mandatory |
|
Display Name |
Define the name that needs to be displayed in the Business Plan. |
Optional |
|
File Upload |
Enables uploading a new document to the plan. |
Optional |
|
Add a URL |
Define a specific URL name. |
Optional |
|
TRIM Doc |
Add the TRIM doc number to retrieve the document directly from the TRIM Document management system |
Optional |
STEP 3: Click 'Save' to save the added resource details. Once the resources are saved, they are available within the business plan as shown below.
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Last revised: September 23, 2018