Plan Objectives

Audience: Administrators and read/write users

Overview

A plan objective is a label for your plan that provides insight into the purpose of the plan. The following plan objective options are available:

• Cost reduction
• Headcount reduction
• Relocation
• General organizational design

Plan objectives are set on plan creation and can be updated at any time by the plan owner or a plan collaborator in the edit plan details modal.

Updating the plan objective

1. To update the plan objective, open the plan for which you'd like to change the plan objective.

2. Click on the ⋮ icon to the right of the plan name, and then select the edit plan details option.

3. The edit plan details modal is displayed. Click on the What is the objective for creating this plan dropdown menu, and then select the new plan objective.

4. Optionally, add or update the plan description.

5. Click on Save.