Replicate Business Action Plan #

Replicating a ‘Business Action Plan’ from one partner to another involves transferring the objectives, activities, tactics, and tactic details from one partner to another.

How to Replicate the Business Action Plan #

Below are the steps to replicate the ‘Business Action Plan’:

Step 1: Access the ‘Replicate Goals & Action Plan’ page. #

1. From the left-hand menu, navigate to Account Management.
2. Click on Replicate Goals & Action Plan.

Step 2: Configure Business Action Plan #

1. Select Business Action Plan Configuration:
   • Choose the desired configuration from the drop-down list.

Step 3: Set Source Details #

1. Select Source Year:
   • From the dropdown, select the fiscal year that contains the action plan you want to replicate.
2. Select Source Account:
   • Choose the source account where the existing business plan is located.

Step 4: Set Destination Details #

1. Select Destination Year:
   • Choose the fiscal year where the replicated plan will be applied.
2. Select Destination Account(s):
   • Choose one or more destination accounts where the replicated plan should be applied.
   • Note: Only accounts with no existing plan for the selected year can be chosen.

Step 5: Replication Process #

1. Click on the Replicate button to execute the action.
2. A confirmation prompt will appear to verify the replication. Confirm to proceed.

Important Notes #

• The replication will include:
  • Objectives, Activities, and Tactics: Selections and custom options.
  • Additional Tactic Details: Excludes dates, completion status, and task owner assignments.
• Only source accounts with an existing business plan for the selected fiscal year will appear in the dropdown.
• Destination accounts must not have an existing plan for the selected fiscal year.

FAQs: Replicate Goals & Action Plan #

What is the purpose of the “Replicate Goals & Action Plan” feature? #

This feature allows users to copy a business action plan from a source account and fiscal year to one or more destination accounts, ensuring consistency and saving time.

What details are replicated? #

The following are included:

• Objectives, Activities, and Tactics (with custom options).
• Additional tactic details, excluding:
  • Dates.
  • Completion status.
  • Task owner assignments.

Can I replicate plans across different fiscal years? #

Yes, you can replicate plans from one fiscal year (source year) to another (destination year). Ensure that you select the correct fiscal years in their respective dropdowns.

Why can’t I see my account in the “Select Source Account” dropdown? #

If your account does not appear:

• Verify that a business action plan exists for the selected fiscal year.
• Ensure that the correct fiscal year is selected in the Source Year dropdown.

Can I replicate a plan to an account that already has an existing plan for the selected year? #

No, destination accounts must not have an existing plan for the selected fiscal year. If a plan exists, it must be removed before replication.

What happens if I replicate to multiple destination accounts? #

The same plan is copied to all selected destination accounts. You can modify each destination account’s plan individually after replication.

Is there a limit to how many destination accounts I can select? #

No, you can replicate the plan to as many destination accounts as needed, but the suggested count is a maximum of 5 accounts, provided they meet the criteria (no existing plan for the selected fiscal year).

Will task ownership or deadlines be included in the replication? #

No, task ownership and deadlines are not replicated. These details must be configured manually in the destination accounts.

Can I undo a replication? #

No, there is no direct “undo” option. If replication occurs by mistake, you will need to delete or adjust the replicated plans manually.

How do I verify that the replication was successful? #

After replication:

1. Navigate to the destination account(s).
2. Review the objectives, activities, and tactics to confirm they match the source plan.

Why can’t I select a destination account? #

If a destination account does not appear:

• Ensure the account does not already have an existing plan for the selected fiscal year.
• Verify that you’ve selected the correct fiscal year in the Destination Year dropdown.

What should I do if I encounter an error during replication? #

• Double-check your selections for source and destination accounts.
• Ensure the selected fiscal years are correct.
• Contact your system administrator for additional support.