Creating Plans, Actions, Clients & Goals

Creating new plans, actions, clients and goals in PositiveWare is quick and easy. In this section we will explain how to get started with these activities.

Add Goal

Goals allow you to create high-level objectives without the fixed constraints of a plan. You don't have to provide start and end dates or an assigned owner - just a name, description and aligned client.

Once created, you can add Tasks to Goals in exactly the same way as with Plans - allowing you to create discrete, measurable steps that will help you move towards your Goals.

Creating a Goal is simple. Click Add Goal on the blue navigation bar:


Next, fill out the Add Goal form with the name, alignment and description of your Goal. When you are finished, click Add Goal:


Goals are labeled with blue flags in Plan Manager for easy recognition:


Add Plan

The Add Plan option allows you to create a new plan for any of the clients you are working with.

It can be accessed from the Plan Manager navigation bar:

To create a new plan, simply fill out the Add Plan form:

You will need to provide the following information:

Value

Description

Plan Name

A suitable reference for the plan

Aligned To

Select the client the plan is aligned to from the drop down list

Start Date

Click on the calendar icon to choose a start date for the plan

End Date

Click on the calendar icon to choose an end date for the plan

Owner

Select the PositiveWare user who will own the plan from the drop-down list.

Description

A description of the plan

You will probably also need to set permissions for the users who will be the Performer and Reviewer. This is done using the Edit Permissions section at the bottom of the page:


Check the appropriate boxes to give your users the required permissions

Once complete, you have three options:

  • Add - Add the plan to be funded from the client's existing budget
  • Add Billable Plan - Add the plan to be funded from a new, project-specific budget
  • Cancel- Cancel the creation of the plan

Billable Plans

Billable plans are plans with their own, independent budgets. If you choose the Add Billable Plan option, you will then be prompted to create a budget for your billable plan:

Billable Plan budgets can be populated in exactly the same way as client budgets

Add Many Plans

The Add Many Plans option allows you to create multiple plans that have common elements - such as dates, clients or owners - without having to populate each plan manually.

The Add Many Plans page is accessed from the navigation bar below the tabs:

 

Start by populating the first plan with information:


Once you have completed this, if you would like to copy some of information you have entered into some of the other plans, click on the Copy Values Down link:

You will be given the chance to select which data to copy down and how many copies you would like to create:

After selecting the appropriate details, click the Copy Down button, or click Cancel to prevent any copies being made.

You should now complete the remaining details of the additional plans manually before saving all of the new plans using the Add Plans button at the bottom of the page:


Add Task

The Add Task option allows you to create new tasks for any plans or clients you are working with.

The Add Task page can be accessed from the Plan Manager navigation menu:


To create a new task, simply fill out the Add Task (Action) form:

You will need to provide the following information:

Value

Description

Task Name

A suitable reference for the task (action)

Aligned To

Select the client the task is aligned to from the drop-down list

When

Choose from pre-configured date ranges or choose Custom to select start and end dates from a calendar.

Performer

Select the PositiveWare user (including your subcontractors) who will perform the task from the drop-down list.

Reviewer

Select the PositiveWare user (including your subcontractors) who will be responsible for reviewing the work done on the task

Description

A description of the task


You will probably also need to set permissions for the users who will be the Performer and Reviewer. This is done using the Edit Permissions section at the bottom of the page:


Check the appropriate boxes to give your users the required permissions

Once you have completed entering the information required for the Task, you can choose from the following options:

  • Assign Task - save and activate the task, assigning it to the chosen performer and reviewer
  • Suggest - suggest the task to the Performer, allowing them to accept or edit and re-suggest the task
  • Save as Draft - save this task as a draft without assigning it
  • Return - cancel the new task and return to the previous page

Add Many Tasks

The Add Many Tasks option allows you to create multiple new tasks with common elements without manually entering the same information into each task.

You can access the Add Many Tasks (Actions) page from the navigation bar in the Plan section:

Enter the required information (see Add Task) and then click on the Copy Values Down link if you would like to copy some of the information into other new tasks:


You will be prompted to choose which information you wish to copy down:

Once completed, ensure that for each new task you have specified the Next Step:

  • Assign
  • Suggest
  • Save as Draft