Populate IBP from interplan

The system can import the business plan details from interplan® application to IBP.

The system can import the current corporate plan details in to the business plan development area

STEP 1: From the Data Transfer page click 'Populate IBP from interplan'.

STEP 2: Specify the following details.

Field

Description

IBP Plan

Business plans that were created within Business Plan Development areaIBP are listed in the drop down.

System period

The interplan® system period which the data is imported from.

Business Unit

Select a business unit. All business units are defined in the corporate plan areainterplan® application are listed in the drop down.

Transfer Options

This option allows to select the following data to be imported from the corporate planinterplan® application.

  • Actions - interplan® Action data from the Corporate planning >Action area. There are more options that allows further filtering of action data

    • Action Targets - Action target details

    • Action Budgets - The budgeting information

    • Tasks - The tasks associated with the actions

    • Reset Action Dates - The revised action dates

  • Business Unit Mission - interplan® business unit mission

  • Stakeholders - interplan® stakeholder information. Note: selecting 'stakeholders' brings over the business unit overview 'stakeholders' field details. However selecting 'All interplan stakeholders' will bring over the entities listed in the organisations 'Agencies' (from framework>Agencies) into the plan.

  • Core Values - interplan® core value details

  • SWOT Issues - interplan® SWOT data

  • KPI - interplan® KPI details from the measurement area

STEP 3: Click Import to populate the business development forms with the selected interplan® data.

'Import' button is enabled only if one of the main transfer options is selected.

 

 

 

 

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Last revised: September 23, 2018