Plan

Everything you need to know to create your strategic plan, and its components in Cascade!

• Create Your Plan
• Create a Plan: Quick bytes
• Plan Permissions
• Apply Time Horizons to Goals
• Add Descriptions to your Plan
• Add Focus Areas to your Plan
• Add Objectives to the Focus Areas
• Add Nested Objectives to your Objectives
• Add Contributing Objectives to your Objectives
• Decoding Different Terminologies of Objectives
• Add Projects to your Objectives
• Add Actions to your Objectives
• Add Measures to your Objectives
• "Maintain" Measures
• Add Weights to define the Progress of your Objectives
• How to Reorder within a Plan?
• How to Convert Goals?
• Move an Objective
• Move a Measure, Project or Action
• Delete an Objective
• Import from Cascade's Template Library
• Import Your Plan
• Bulk Importer - Users and Plans
• Apply Templates with Custom Fields to Plans
• Populate Data against Custom Fields
• The Goal Hub
• The 'Sidebar'
• Set-up Reminders for Goal Updates
• Add Risks
• Add Relationships
• How is Expected Progress Arrived at?
• What does each Health mean in Cascade?