Exercise 13: Create an Action Plan for the 'Logistics Cost / Sales' Element in the US West Scorecard.
|1. On the Scorecards tab, click Navigator.|
|2. On the Navigation Frame, click the buttons to expand the scorecard hierarchy and select the US West Coast scorecard:|
|3. In the Viewing Frame, click the buttons to expand the Logistics Efficiency hierarchy and click the Logistics Costs / Sales element:|
|4. On the Details Pane, switch to the Recent Actions tab, and click Add Action:|
|5. The Action pop-up window opens. From the Action type drop-down menu, change the type to Action Plan:|
|6. Type in "Logistics costs must be reduced" as the Header and "Costs must be reduced by 20%" as the Description.|
|7. In the Categorization section, select Initiative from the Category drop-down menu.|
|8. In the Publish To section, select Users of linked elements.|
|9. In the Roles section, click the Select button next to the Owner field.|
|10. The Select Users window opens. Select Demo User (qpr), click the > button and click OK:|
|11. Similarly, select Dentorex Group Management Team in the Assigned to field.|
|12. The Action Plan should now look as in the picture below. Click OK.|
For more information, see the Action Plan topic in QPR Portal - User's Guide.