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How to Add a Plan Part to a Strategy Report

Plan parts let you embed existing plans into Strategy Reports, allowing you to work with plan and print reports without switching modules.

Updated this week

Benefits of Adding Plan Parts

  • Unified budgeting: Combine budget data from plans with other report sections like assessments and financial information⁠⁠​ and view all info in one budget part!
    ​Coming soon in 9.0.0 release
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  • Streamlined printing: Generate complete reports including plan data in a single print action⁠⁠​
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  • Integrated workflow: Edit and update plan data directly from within your Strategy Report⁠⁠​
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Prerequisites

  • You must have Admin or Manager permissions to add parts to Strategy Reports⁠⁠​
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  • The plan you want to add must already exist for the same company as your Strategy Report. Or you can create a new plan:
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  • You need appropriate permissions to access the specific plan you want to embed
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Adding a Plan Part

Step 1: Access Report Settings

  • Open your draft Strategy Report

  • Click the Settings option (or three-dot menu on mobile devices)

  • Navigate to the Current Report Settings tab⁠⁠​
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Step 2: Add the Plan Part

  • Click the Add Part button⁠⁠​

    • In the Add Part form, fill out the required fields:⁠⁠​

      • Label: Enter a descriptive name (max 50 characters)⁠⁠​

      • Type: Select "Plan" from the dropdown⁠⁠​

      • Icon: Choose an appropriate icon⁠⁠​

      • Plan: Select your desired plan from the dropdown list⁠⁠​ or select "Add new" to create a new plan from scratch:
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      • Configure display options:⁠⁠​

        • Default Open part: Check if you want this part to open by default

        • Build mode: Usually pre-selected

        • Presentation Mode: Usually pre-selected

        • Display Mode: Usually pre-selected

Step 3: Save and View

  • Click Save to create the plan part⁠⁠​

  • The system will close the popup and show your new part in the report settings list⁠⁠​

  • Close the Report Settings popup to return to your report⁠⁠​

Your plan part will now appear in the Strategy Report⁠⁠​

Working with Plan Parts

Permissions and Access

  • Your ability to view and edit plan content depends on your specific permissions for that plan⁠⁠​

  • Even if you don't have access to the Plan Module, you can still work with specific plans if you have the proper permissions⁠⁠​

Live Data Connection

  • Plan parts display live data from the original plan.⁠⁠ When columns are added to the source plan, they automatically appear in your Strategy Report's build mode.⁠⁠​

Column and Filter Management

  • Column visibility and filters are saved separately for each plan part in your report⁠⁠​

  • You can customize which columns appear in build, display, and presentation modes⁠⁠​

  • Sort order is maintained per report part and applies to all three display modes⁠⁠​
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Troubleshooting

Plan Not Found

  • If a linked plan is deleted, you'll see a message: "Plan was not found, please check the link to a plan in Parts Settings."⁠⁠ In draft reports, you can edit the part to select a different plan.⁠⁠​

Access Issues

  • If you don't have permission to view a plan, you'll see: "Plan content is not available for your account. Please reach out your administrator to get access to the Plan."⁠⁠​

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