Creating an action plan

Create an action plan to group related actions under a specific sustainability program. Action plans are intended for complex programs, where the additional layer helps to group and organize actions.

About this task

For more information about the fields that are available when you create or edit an action plan, see Action plan fields.

1. From the main menu, click Optimize > Programs to open the Programs grid.
2. Select a program on the grid and click Actions > Action Plans (Complex only).
3. Click Create New.
4. Select the parent program.
5. Assign a name to the action plan.
6. Optional: Add a description of the action plan.
7. Click Save.

What to do next

Create actions to track candidate sustainability projects.