If necessary, you can move entities within a Strategic Plan from one location to another. For example, move a Strategy from one Segment to another Segment.
To move entities, complete these steps:
- From the top-left corner of the application, click the Menu icon to access the Navigation menu.
- Expand your Strategic Plan and select Settings > Move Entities.
- Use your cursor to drag and drop an entity from one location to another.
In this example, we are moving the Strategy called “Increase recruiting by 10%” from the Human Resources Segment to the Purchasing Segment. The new location will highlight, indicating that this move is allowed. You cannot move a child entity to another location in order to change the level of the child entity.
Note: To duplicate an entity so that it can reside in multiple locations, click the ellipses next to the entity, click Duplicate, and repeat the steps in this procedure.
Note: To delete an entity, click the ellipses next to the entity and click Delete.