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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 over 3 weeks ago

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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