Multiple Plan Status Filters

Release 2014-07-03:

Say goodbye to pivot tables...

Filtered Strategic Plan Status

Have you ever wanted to select only improvement priorities that are off track and getting worse? How about those that are either ahead of plan, on track, or getting better? Now you can easily mix and match selection criteria to better analyze your plans with multiple simultaneous filters!

Release 2014-06-22: Scorecard Permissions

You are now in full control of who can view and edit each entity!

Scorecard Permissions protect against accidental editing and can protect against unauthorized viewing of metric details and tactics. The structure of the entities, functions, and processes are still always visible to everyone, but all metric data, graphs, Pareto charts, and Scorecard-only tactics can be hidden.
You can restrict view access on the top-level entity (and all those below), or leave the upper levels visible company-wide and only limit access to the lower-level entities.

PlanBase Servers Not Affected by Heartbleed Bug

PlanBase investigated the impact of the Heartbleed vulnerability and determined that our servers were not affected at any time. If you use a unique password for your PlanBase account, then no action is required. If you used the same password on any other sites, please change it now.
Please continue to follow good password practices: Use a unique, un-guessable password for each account, store it securely, and never share it with others. PlanBase will never ask for your password for any reason.

Release 2014-03-16: Plan/Project Upload

• Easily import existing plans/projects from spreadsheets into PlanBase.
• Perform more complicated copy/change/paste operations with whole plans as well as plan branches.
• Add an uploaded plan/project as a branch to an existing plan.

Release 2014-01-31: Metric Auto-Roll-Up

Automatically roll-up metric values from contributors to higher-level metrics. Choose from a variety of automatic calculation options: Add, Average (mean), Maximum, or Minimum.

Tactic Start/End Notifications

Subscribe to an email alert for the start and finish dates of any tactic you own by clicking on the little bell icon next to that tactic:

Notifications On:
Notifications Off:

Release 2013-12-31: Multiple Strategy Tags

Now you can add as many tags as you like to any objective/strategy. As you type a new tag, the system will try to suggest existing tags for you to choose from, but still let you type in a new tag if you wish.

Also

• A new Tags list screen (available from the green top-navigation) shows all tags in the system and lets you add new ones or modify/delete old ones.
• Click on any tag to see a report of every item that uses it!
• Search still includes tags, but now takes you to the Tags list screen.
• The Plan Status page filters on tags just like it used to, only now you can have more of them!

Release 2013-12-06: Search

• Now find anything in the system instantly with the new Search box in the upper right hand corner of every screen.
  
  Just start typing and search results will appear. Hover over a search result for a description. Click on a result to navigate to it.
• In addition to being calculated by the system, Scorecard Metrics can now have Quarter-to-date and Year-to-date values entered manually.
• The Business Unit CSV download now includes 2 new columns. The Cumulative? column indicates whether QTD/YTD values are Not Cumulative, User-Entered, or System-Calculated. The Load? column indicates whether the metric is Manual, Batch-Loaded, or Financial (which is also batch-loaded).
• New screens: Instances of a Function Type and Instances of a Process Type provide additional perspectives on your Scorecards. Look for the little blue view instances link on the Function Types and Process Types list screens (and in search results).
• Pareto charts and Variance Analyses can now be displayed separately on the Process Review screen.