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.
