Creating a Business Plan

STEP 1: The following interface is displayed, where the initial details of the business plan can be specified.

Alternative ways to access this page are;

Homepage > 'Create new business plan' button at the bottom of the page

Home Page > 'Getting Started' > 'Start Planning'

Create Business Plan menu option available from the top menu of every page in this area

STEP 2: Specify the following details to create a new plan:

Field	Description	Mandatory/Optional
Plan Name	Specify a plan name.	Mandatory
System Period	Select the system period. The system only deals with interplan^® data that belong to the specified time period.	Mandatory
Business Unit	The business units which were defined within the application are available for selection.	Mandatory
Workflow	Workflows which were defined in 'Administration' section are loaded. The phases and elements of the new business plan is set according to the selected workflow.	Mandatory
Reporting Period	Select the period (year) from the dropdown list.	Mandatory
Responsible Officer	Select a staff member who acts as the responsible officer for the business plan from the drop down list.	Mandatory

STEP 3: Click 'Next' to move to the 'Process Overview' screen.

Last revised: September 23, 2018