Note: Creating a Plan or a plan template, and adding the Plan Part to a Report, needs the Administrator, Manager or Builder role.
A Plan is a list of items you build for one client, where each item can carry a status, an assigned user and dates. Initiatives are the roadmap. A Plan is for step-by-step detail when a client needs it. For example, a Plan can hold the tasks inside an office move. A Plan is optional.
Plan templates
Every Plan is built for one client, from a plan template or blank. Plan templates live in Settings > Templates > Plan. A plan template sets the columns and the starting items for the Plans you make from it, and the template marked Default is already selected when you add a Plan.
Adding the Plan Part to a Report
The Plan Part is the one Part you can only add on the Report itself. A Plan belongs to one client, so the Report template doesn't offer the Plan Part.
Open the client's Report and click Settings.
On the Current Report Settings tab, click Add Part.
Set Type to Plan.
In Select Plan, pick one of the client's Plans. To make one on the spot, pick <Add Plan>, then choose Based on Template or Create Blank.
Click Save, then set who has access to the Plan in the Users window that opens.
Each new Report created with Carry over data from previous report ticked keeps the Plan Part from the client's last Report on the same template. Without carry over, the new Report starts from the template alone, so you're going to want to add the Plan Part again.
Linking a Plan to a Goal
Link a whole Plan to a Goal from Goals in the Plan's top menu, or link one Plan item from the Goals section on that item. Capturing Business Goals covers linking in full.
Good to know
Plan items can carry budget amounts, which reach the Budget and Roadmap when the Plan Part is on the Report. See How Your Budget Comes Together.
Add Part only works while the Report is Open.
A Plan is Open or Completed. Change it from the status in the Plan's top menu, in either direction. A Completed Plan can still be edited.
Administrators see every Plan. Anyone else sees a Plan only if they're its owner or are added in its Users window. The same rule applies to the Plan Part on an Open Report.
Select several Plan items to edit or delete them together.
Link a Plan item to the Proposals that deliver it with Link in the Proposals section on that item. New Proposal in the same picker creates one in ConnectWise PSA, already linked. The Proposals Module covers both.