Creating action plans

Create an action plan by choosing a template or applying custom filters to define criteria.

1. From the side navigation menu, select Action plans.
2. Click New action plan and then choose the type of plan that meets your needs.
3. Optional: In the Choose a template section, select a template that aligns with your objective and then click Next. The selected template automatically applies filters to show only products that meet the criteria. To refine your selection, add custom filters, for example, filter by suppliers located in Europe.
4. To proceed without a template, click Start without a template and add custom filters, for example, filter by suppliers that provide a particular product.
5. In the Set a goal section, choose whether the goal is relative or absolute and then enter the appropriate value.
6. Set a target date and click Next.
7. Review the preselected actions that apply to this plan. Make any necessary changes and then click Next.
8. Review all details, make any necessary changes, and then click Create to finalize the action plan.

What to do next

Start the actions that are listed in the new action plan and then check the action plan's progress. For more information, see Starting actions and Action plan details.