The Plan Module is a flexible planning tool that lets you create and manage Plans for your clients. Each client can have multiple Plans, and Plans can serve a variety of purposes. You might use one Plan for a client's IT roadmap, another for their annual goals, another for a compliance initiative, and another for a business project that has nothing to do with IT at all. Plans can live as standalone items in the Plan Module, or they can be attached to a Report as a Plan Part so they appear alongside Assessments, Budgets, and other strategy content.
Strategy Overview includes Plan templates to help you get started quickly, and more templates will be added over time. You can also build Plans from scratch and structure them however you need.
Creating a Plan
You can create a Plan from the Plan Module or directly from within a Report when adding a Plan Part:
Open the Plan Module and find the company
Click the page icon next to the company name
Choose to start from a template or build from scratch
Enter a name, select the company, and optionally choose an icon and color
Assign users who should have access to the Plan
Click Create
New Plans appear at the top of your Plan list. You can drag and reorder Plans within the same company, and your sort preferences are saved per user.
Each client can have as many Plans as you need. There's no limit on Backer and higher tiers. Free tier accounts are limited to 6 Plans.
Working with Plan Items
A Plan is made up of Items, which represent individual initiatives, projects, or tasks. Each Item can have columns for details like status, priority, assigned user, dates, budget, and any custom fields you define.
You can add Items manually, organize them into Groups, and drag them to reorder. Plans support the same column customization as other Parts in Strategy Overview, so you can tailor the view to show exactly the information your team and clients care about.
Assigning people and setting dates
Plans support user assignments and date tracking at the Item level. You can assign a team member or client contact to individual Plan Items so it's clear who's responsible for what. You can also set start and end dates on Items to establish timelines and track progress.
This is useful when you're working through a Plan with a client during a TSM and want to clearly define ownership and deadlines for each initiative. It also gives your internal team visibility into what's been committed and when it's expected to be done.
Managing Plan status
Plans can be Open or Completed. Open Plans are active and editable. When a Plan is finished or a new phase begins, you can mark it as Completed. Completed Plans are still editable and can be converted back to Open if you need to make changes.
Individual Plan Items also have their own status tracking, so you can mark Items as in progress, completed, deferred, or whatever status options you've configured. This gives you a clear picture of where a Plan stands at any point.
Plans can also be moved between teams if ownership of a client relationship changes.
Connecting Plans to Reports
Plans can be attached directly to your strategy Reports as Plan Parts. You can add an existing Plan or create a new one right from the Report settings. When you add a Plan Part to a Report, the data stays live. Any changes you make to the Plan in the module are reflected in the Report, and columns you add to the source Plan appear automatically in the Report Part.
Column visibility and filters are saved separately for each Plan Part, so you can customize which columns appear in Build, Display, and Presentation modes independently. Sort order is also maintained per Part and applies across all three modes.
This means you can maintain a single Plan per client and reference it across multiple Reports over time. During a TSM meeting, you can walk through the Plan as part of the conversation and then update it in real time.
Permissions
You can control who has access to each Plan by assigning users when you create it or editing permissions afterward. Users need Plan Module access in their module settings to see Plans in the module, but even users without module access can work with specific Plans if they have permissions to a Plan Part within a Report.
Use cases
The Plan Module is intentionally flexible. Here are some common ways MSPs use it:
IT roadmap: a multi-year plan of technology improvements and replacements, often tied to budget cycles
Business goals: specific objectives the client wants to achieve, reviewed each quarter
Compliance initiatives: tracking progress toward a framework like CMMC, HIPAA, or SOC 2
Project planning: managing a specific project like an office move, cloud migration, or network redesign
Employee onboarding: a structured checklist for bringing new employees on board, including technology provisioning, account setup, and training
Business initiatives: planning that goes beyond IT, like opening a new location or onboarding a new department, where technology plays a supporting role
Vendor management: tracking contract renewals, vendor evaluations, or SLA reviews
Because each client can have multiple Plans, you can use a combination of these without them getting in each other's way.
Filters and views
Plans support filtering to help you focus on what matters. You can filter by status, priority, assigned user, dates, or any custom column. Filters you set up are saved so you can quickly return to the same view.