The Plan Progress List widget displays the progress of plans created from a plan template. Use it to monitor a family of similar plans from one place.
What this widget is for
Add this widget to your dashboard when your organisation runs many plans from the same template — for example annual business plans — and you want to see their progress together. You can rename the key columns so the list matches the language your teams use, and add a footer link to a full view of the plans. This widget requires the Strategic Plans (Planner) feature.
What the widget shows
The widget displays a progress list covering the plans created from the plan template you select. The columns you choose are shown for each entry, and the column headings for goals and focus areas can be renamed to suit your terminology. A footer link can take the user to a full view of the plans.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Plan Progress List from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Plan Template: select the plan template whose plans the widget lists.
Goal Label: enter the column heading to use for goals.
Focus Area Label: enter the column heading to use for focus areas.
Statuses: choose which statuses to include.
Scope: limit the data to plans you own, created, participate in, or all plans (Owned By Me / Created By Me / I Participate / All Participate / All).
Tags: limit the widget to records with the selected tags.
Limit: set the maximum number of entries to display.
Open Mode: choose whether entries open in the same tab or a new tab.
View All URL / View All Text: add a footer link to a full view; enter the link URL and the text to display.
Fields: choose which fields appear as columns in the list.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Plan Progress List widget on a dashboard.
Further Information