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Latest Updates: Sprint 24 - February 2025

At ChangePlan, we know that successful change starts with the right tools—and this update brings thoughtful enhancements, powerful new features, and critical fixes to make managing initiatives and stakeholders even more seamless. Let’s dive into what’s new!

📂 New Features

PowerPoint Exports for Project Delivery Updates

Easily generate structured PowerPoint reports summarizing initiative progress, helping Change Managers, Executives, and Analysts track change activities, risks, and engagement—all in one place.
Includes:
  • Checklist progress & completion rates
  • Past and upcoming activities
  • Communications & training engagement

Bulk Delete & Replace in Custom Groups via XLS Upload

Managing groups is now easier than ever! Upload an XLS file to add new individuals or replace the entire group list, eliminating manual edits.
Options:
  • Add new individuals to an existing group
  • Replace the entire list with a fresh upload

💡 Enhancements & Improvements

🔍 Improved Employee ID Search

Quickly search and filter by Employee ID when adding individuals or impacted audiences, making it easier to track participation and assign roles.

📑 Smarter Sorting for Initiatives & Portfolios

  • Sort initiatives by Change Effort, Portfolio Owner, or Go-Live Date
  • Secondary alphabetical sorting ensures better organization and clarity

📂 More Reliable Exports

  • Initiatives XLS exports now include all necessary fields for complete reporting
  • Org Chart, Individuals, and Custom Groups exports now ensure no missing data

🔧 Easier Portfolio Filtering

New filtering options on the Portfolio Page allow you to quickly locate and organize portfolios.

📊 Clearer Activity Burden Insights

  • Activity Burden modal now displays Activity Titles alongside intervention details and time away from normal work
  • Provides a more complete view of workload distribution

💌 Fixes & Refinements

✅ Faster Report Loading

  • Optimized speeds for generating reports with large datasets

📊 More Accurate Filters

  • ‘Go-live Year’ filter now correctly displays data in Change Impacts & Activity Burden reports

📂 Complete & Reliable Exports

  • Portfolio data, status fields, and all key details now appear accurately in exported reports

📅 Better Timeline & Sorting

  • Time Away from Normal Work column now formats properly
  • Sorting in All Initiatives remains consistent after applying filters

🔍 Refined Heatmap & Org Chart Data

  • Portfolio filters now work properly in heatmaps
  • Parent-child groups display correctly in Org Charts

💖 ChangePlan Is Always Improving!

These updates are all about making your experience smoother, your work easier, and ensuring you have the tools to drive successful change.
📌 For full details, visit the Help Center.
🚀 Keep sharing your feedback, and we’ll keep making ChangePlan better for you!
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