Key Steps

1. Management and Portfolio Access:
• Access all data across the system.
• Edit initiative details by clicking on the three dots next to the initiative name and selecting "Edit".
• Grant access levels (Read-Write, Editor, Read-Only) to users for initiatives.
• Manage access to portfolios by clicking on the portfolio name and assigning access levels.

2. Manage Licensed Users:
• Access the settings area by clicking on the welcome link and then selecting "Settings".
• Go to the "Users" tab to view and manage ChangePlan licenses.
• Add new users by entering their details and assigning access to portfolios and initiatives.
• Save and notify the new user via email with a login token.

3. Maintain the Org Chart:
• Access the org chart settings by clicking on the welcome link and navigating to the org chart tiers.
• Add new groups by selecting the parent group and clicking the plus sign to add a child group.
• Ensure new child groups inherit initiative, impact, and activity data from parent groups.

4. Tweak Configurable Settings:
• Access the settings page and adjust general settings, initiative settings, assessment settings, and change effort settings.
• Customize checklist items, change phases, impact types, and other configurable options as needed.

5. Set Key Dates:
• Navigate to the key dates tab in the settings page.
• Add key dates such as holidays, start/end dates, and blackout periods.
• Include descriptions for blackout periods to inform users of restrictions.
• Save key dates to appear on all users' timelines.

Cautionary Notes

• Exercise caution when granting access to users and managing org chart groups to prevent data mismanagement.

• Always verify changes with the team before making adjustments to critical settings.

• Be mindful of the impact of changes on user access and data inheritance within the org chart.

Tips for Efficiency

• Use the bulk assignment feature to assign access to multiple portfolios and initiatives simultaneously.

• Utilize the email notification feature to inform users of access changes.

• Regularly review and update key dates to ensure accurate timeline management.

• Seek support from ChangePlan for complex org chart adjustments or data reallocation tasks.