Adding Planning Elements to the Planning Board
A planning element is the tool used to enter a plan, project, or initiative in Accolade Innovation Planning. You can add elements to the Canvas, Grid, or Gantt views. However, when you are first implementing Innovation Planning, it is easiest to add and organize elements directly to the Canvas view.
Planners with the Process Manager user role with Add Project rights at the Root level can add an element to the top-level Planning Board. To add an element to a child board, you must have Add Project rights to the access group assigned to the parent element. In addition, if security lists are in use, you must have rights to the same security list values as the parent to add an element to a parent's child board. Access groups are assigned to elements in the element details under the Security section.
Each planning element has a corresponding project in Accolade with the same data. The project and the element are two ways of looking at the same data, but a project may contain data that is not available from the planning element.
Note: You can only add an element to a Gantt view or Grid view if the view selections are based on metrics that the element contains.
To add a planning element to any view in the Planning Board:
- From the Planning menu, select Planning Board.
- Navigate to the view and hierarchical level where you want to create the element.
- Do one of the following to add a planning element to the planning board:
- Click the planning pad
in the upper right corner of the page and drag a planning element onto the planning board.
The planning pad shows the type of element that is created when you drag a planning element from the pad onto the Planning Board, and defaults to the last element type you selected to add to the board. The image above displays the default color and shape, and may be different that what is displayed in your Planning Board.
To select a different element type, click the planning pad and select a type from the Types list.
Planning element types that are square are elements that span a period of time and have a start and end date defined. Planning element types that are a different shape, such as a diamond, represent an event date.
- Click the planning pad and click an element icon (not the name) in the Types list and drag it onto the planning board. You can drag an element from the Types list when the pointer changes to
.
- If you are in the Canvas view, enter the element's name and press Enter. If you are in the Grid or Gantt view, continue with the next step to enter the element's name.
- Hover over the element and click
to make the following changes:
- Enter the element's details or metric values.
- Change the project thumbnail image associated with the project.
- Add or remove team members.
- Configure phase information.
- Display or modify the project relationships or dependencies.
- Set the planning element security.
- Delete the element.
- Hover over the element and click the following for additional options:
-
- click to display the project description and selected metric values. - Click
to pin the element details to the view. -
- click to display or modify the current project relationship links. -
- click to display the Time View for the project. -
- click to display the related projects in a hierarchy. -
- click to display the related child projects.
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Notes:
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