Looking for the right view in ChangePlan? This quick reference guide — originally shared by a savvy ChangePlan user — helps you match common questions to the most useful reports:
Project and Role Visibility
Q: Who is the Change Manager for a project?
→ Use the All Initiatives view to see assigned roles, including Change Managers.
Understanding the Broader Change Landscape
Q: What projects are happening around me?
→ Navigate to the Change Effort page and open the Timeline tab.
Q: What projects are happening in a particular division?
→ Use the Change Effort page with the Audience filter applied.
Assessing Impact and Capacity
Q: How can I assess the environment of a team or area?
→ Use either the Change Effort Timeline or the Change Impact Heatmap.
Q: How can I assess a team's current capacity?
→ Refer to the Activity Burden report to view workload and overlapping initiatives.
Identifying Opportunities to Align or Leverage
Q: Are there any existing projects or activities I can align with?
→ Explore the All Initiatives Timeline to identify potential overlaps or synergies.