Company-Wide Plan Visibility

Visibility

Scorecards have always offered company-wide visibility, but now you can make company-visible plans too!  Instead of manually giving everyone view access to a plan, just set the Default Visibility from "Confidential" to "Company-Wide" and every PlanBase user at your company will be able to see it!.

New visibility icons appear in the upper-right of every Plan (and Scorecard) page, reminding you of who can see your data.

Company-Internal:    Confidential:

Reporting

Plan Review View now provides a show cumulative link in the gray top navigation which displays QTD and YTD information for scorecard metrics, just like on the Process Review screen.  During a review, when you ask, "I see how we're doing this month, but how are we doing for the quarter/year?" the answer is a single click away!

The Entities view screen now shows just the top 2 levels of entities by default.  The Display Depth drop down makes this screen show as many levels as you like.  Like other screens with a single drop down, pressing the up and down keys scrolls the drop-down and the screen refreshes automatically.

Security

For improved security, you can now monitor your active sessions and close any that you may have left open by accident.  From the My Account screen, click on the blue Active Sessions link in the gray top-bar navigation.  This is a great way to clean up an old "keep me signed in" session you may have forgotten about, even (or especially) if you opened that session on a phone or computer you no longer have access to.  If you used the same password on your PlanBase account as another account that was hacked, this screen also provides a great way to check that no unauthorized sessions have been started, or close any that have!

Tactic Date Picker and Multi-Tag Reports

Intuitive, pop-up calendar controls make setting tactic start and end dates as easy as possible.

New Tactic Date Picker

Also, you can now report on combinations of tags.  You can still click on any item to see everything with that one tag, but now you can also check the box next to multiple tags to report on them together.

Selecting multiple tags for reporting

Combine tags using AND to report on items that are tagged with all the selected tags. Selecting OR will generate a report of items that have any one of the selected tags.  See last month's post on Tagging Tactics and Metrics for details about this new, powerful reporting feature.

Tagging Tactics and Metrics

Tag your favorite strategies, tactics, and metrics to make them easier to search for, or to group them for reporting.

This report can show 15 months of numeric data for metrics, or it can show spark charts.

Other reports in the system are aligned by person, by plan, or by process.  This new tag report lets you identify similarities and pick items from all your data to report on.

Plan Status Comments

Run your strategy reviews live from our Plan Status screen

New Comments checkbox on the Plan Status screen shows the Reason for Difference comments.  Now you don't even have to click to drill down.  This is much more efficient than having each participant prepare a slide deck for your monthly review meeting.

Also in this release:

• Improved Sign In screen.
• The term "Ad Hoc Metric" can now be customized to be "Short Term Metric," "Simple Metric," or match whatever term your organization is already used to.
• Added three new columns to the Plan CSV download to make the download and upload match exactly.  New columns are: Type (Indicates whether this row is an objective/strategy or a tactic), Tactic Start Date, and Tactic End Date.

Metric Review PDF Report

Release 2014-08-27:

It's never been easier to make metrics and action items accessible to associates without computers!

• Download a review report for a single metric from the Process Review screen.
• Put the print-out on the wall, or in the mail, to bring the visibility and accountability of PlanBase to associates who do not have computers.
• PDF format ensures maximum printer compatibility and minimum hassle.
• Includes a full-width graph and space to write in extra corrective actions.

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.