Management Plans
Management Plans
After Portfolio Management templates are created (see Maintenance Plan Template Setup), they can be assigned to associations. Additional items can also be added manually as needed. (see Maintenance Plan Template Setup)
Creating Management Plans
Select Portfolio > Management Plans. If you are using universal navigation, click Tasks > Action Items > Management Plans.
Select an association.
To copy from an existing Maintenance Plan template, click Copy From Template.
On the Copy From Template popup, select the following and click Copy:
Template: Select the Management Plan template that best suits the association.
Copy to Year: Select the year for the Management Plan being created.
Copy <year> Global Plan Items: Select the checkbox to combine the Global Plan items with Management Plan template.
If items under a similar category from the copied template are already present, the Copy From Template – Existing Items Found popup will display.
Select the appropriate option and click Continue.
Complete the following in the Plan Items section on the Management Plan screen. To add rows, enter the number in the More Items field and click Add. To remove lines, select the checkbox next to the item to be removed and click Remove.
Due Date: Enter or select the due date for the item.
Item Description: Enter a description for the item.
Responsibility: Select the party responsible for the item. More responsibilities may be added under System > Drop Down Options/Drop Down List: Portfolio Responsibility. If you are using universal navigation, click Settings > General > Drop Down Options.
Create Action Item (days before): Enter the number of days prior to the Due Date that the Action Item should be created.
Internal: Select the checkbox to indicate that the item should not be visible on the Portfolio Management reports.
Click Save.
Copying Plans Items to a Different Year
Select Portfolio > Management Plans. If you are using universal navigation, click Tasks > Action Items > Management Plans.
Select an association and the Year the plan items last appeared.
Select the checkbox(es) next to the Plan Items to copy and click Copy Plan Items.
On the Copy Plan Items popup, select which year to copy to and click Copy.
