Description
This article walks you through creating a new plan in ProcessPro. A plan is the top-level container for your strategic objectives — it holds your focus areas and goals.
Reasoning
Every strategic initiative starts with a plan. Creating a plan in ProcessPro (instead of a spreadsheet or slide deck) means your strategy is visible, trackable, and connected to the people responsible for execution.
Quick Steps
Navigate to Plans from the left-hand navigation menu.
On the Plans summary page, click the Add button in the top-right toolbar.
The Add Plan modal opens with three tabs: Details, Properties, and Change Log.
In the Details tab, fill in the required fields:
Title * — The name of your plan (e.g., "FY2026 Strategic Plan").
Objectives — A rich text description of what the plan aims to achieve. Supports formatting, lists, and more.
Plan Template — Optional. Defines custom fields for this plan.
Owner * — The person responsible for the plan. Select from the dropdown.
Tags — Optional. Type a tag name to create or select existing tags.
Group * — The business group this plan belongs to (e.g., "Business Unit").
Click Save to create the plan.
The plan opens on the Plan Detail Page in Draft status.
Restrictions
Title, Owner, and Group are required fields. You cannot save without them.
Only users with the appropriate permissions can create plans.
Important: New plans are created in Draft status. You must publish the plan to make it visible to the wider organisation.
Further Information
Plan Detail Page Overview — What you see after creating a plan.
Edit Plan Information — How to change plan details after creation.
Navigate the Plans Summary Page — Understanding the plans list view.