Strategic Planning: Action Planning & Budget Items

Action Items are strategic initiatives that are created within the Strategic Planning Module. Often times, they are paired with Budget Items that allow users to request funds to complete a project. This Quick Guide will give you instructions on how to complete both of these tasks.

Create an Action Item

1. Go to the Planning tab in the side menu and under Strategic Planning in the top horizontal menu navigate to Action Planning. Click Edit/Create.
2. Choose the appropriate organization and the relevant planning cycle from the Organization and Planning Cycle drop down menus. Click on the Add New button.
3. Complete the fields within the Action Item Details sub-tab.
4. Align the action item with the appropriate strategic objective/outcome/goal under the Aligned Organizational Goals header.
5. Click on the Save and Close button to complete the task.

Action Item Creation

Create Budget Item

1. To create a corresponding budget item for this action item, click on the Budget Items sub-tab.
2. Click on the Add New button.
3. Complete the fields in the Add New Budget Item pop-up window.
4. Click on Add to add your budget item or click on Cancel to delete any text you have entered in this screen.
5. Click on the Save and Close button to complete the task.

Budget Item Creation