Working with the plans

On this page, we will show you a plan's dashboard and explain views, lenses and action management.

Working on your Ecosystem Plan

On the Ecosystem Dashboard, select 'Ecosystem Plan' to view your Plan's Dashboard.

  • Manage the profile under View/Manage. Here you can Publish Plan on OnePlanet.com, Edit Plan Name or Image, Delete Plan or Manage generated PDF.


  • Manage who is able to view and edit the plan under the Members card. Here you can Invite Guest Viewer or Editor, Invite Members (after having added them in the Manage Team and Manage Sub-groups sections), Manage members and Guests. To change their role to Editor/Viewer:

    1. Click on the relevant green button

    2. Enter the person’s email address (for guest viewer/editor). They will receive an invitation link by email

    3. To invite a member to the plan, you need to have previously added them to the account.


  • Manage which other ecosystem your plan is connected to under the Connect card. Here you can Invite another ecosystem to connect (need to input the admin’s email), Manage Connections (remove connections or control invitations sent) or go directly to your Ecosystem Centre

  1. Inviting another ecosystem to connect will allow them to adopt your Shared Outcomes and Indicators.

  2. To delete that connection, click on Manage Connections and then the bin icon.


  • Choose which view you would like to proceed with: Mindmap, Table or Document

Working on your Action Plan

To access your Action Plans:

  1. Go to My Dashboard and click View on the All plans card.

  2. You will be taken to the Plans landing page where you can see all of your plans.

  3. Select the Action plan you want to work on by clicking View.

4. You will be taken to the Action plan dashboard

View your Action plan

You can see the Action plan in different views (Mindmap, Table, Document). Whichever view you choose, it will show you the same data. This picture below shows you a snapshot of what they look like.

Manage your Action plan

Manage the Action plan under the View/Manage card. Here you can:

  • Publish Plan on OnePlanet.com

  • Edit Plan Name or Image

  • Manage Connections of the Plan (in particular remove connections to Ecosystem Plans)

  • Duplicate or Delete Plan

  • Move plan to another sub-group

  • Manage generated PDF.



Manage Action plan members

Manage who is able to view and edit the Action plan under the Members card. Here you can:

  • Invite Guest Viewer or Editor

  • Invite Members (after having added them in the Manage Team and Manage Sub-groups sections)

  • Manage members and Guests (to change their role to Editor/Viewer)


The fourth box indicates which Sub-group the Action plan belongs to.

Lenses

You have the opportunity to view the data in your plans under different lenses or frameworks. You will by default have access to the 4Ps and the 10 One Planet Living Principles. If you have a pro account, you will have the Sustainable Development Goals (SDGs) as well.


To switch lens, click on the Lens icon and choose your option from the drop down list.

The lens function enables you to easily report on different frameworks. The plan below shows the same information in two different lenses. One Planet Living on the left and the UN Sustainable Development Goals on the right.

One Planet Living

UN Sustainable Development Goals

Here are a few lenses we can add to your account (4Ps and OPL are included already). We can also create customised lenses, please contact us if you are interested.

Action: How to add Progress and Stories

  1. Click on an Action

  2. In the Action pop up window, you can monitor your progress and add stories to be shared with your community by selecting Additional Data.

  3. By selecting Attach Source, you can add files, such as PDFs, Excels or Word documents or you can add a link.

Indicator: how to add Monitoring, Progress, Stories and Charts

Click on the Indicator and then on Additional Data.

Additional Data fields: The additional data fields in the indicators are driven towards collecting data.

Monitoring: On the left-hand side, you have Setup. Here you can define how this indicator will be measured by establishing the units, the target value, and the benchmark value. You can also add a date to your target. On the right-hand side you can add new data points as they emerge during the lifecycle of the project.

Progress: Here you can add or edit information about the project’s progress by changing the traffic light system bar.

Stories: These are a form of qualitative reporting, like a story or a picture of success that can be shared with stakeholders.

Charts: In this tab you can add images of charts that are relevant to this indicator.

Additional Action Fields

Actions have "Additional Action Fields" which allow for more detailed reporting. This enables users to add a status, completion date or responsible party of an Action.

Status

Set the status of an action: None, Repeating, In progress, Completed.

Completion date

Set a desired completion date or estimated completion date (optional)

By whom

Assign an action to a member of your account.

Manage Actions in Table View

For day-to-day workflows, team members can filter by name to view the Actions that they are responsible for, marked actions as complete or to complete and view or edit details of an Action.