The business would like visibility into the the overall status of a plan. The objective statuses give us a good picture of progress against milestones but would like to roll up statuses like "On Hold" or "Closed Risk" to an overarching plan status.
For example, when giving a project status you can give R/Y/G for specific milestones and for the overall plan itself.
Add overall custom statuses for Success Plans like "On Hold" or "In Progress"
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We plan to add objective and plan scoring in success plans -
1. Each objective can be scored R/Y/G manually or automatically
2. Automatic scoring will be based on one or group of measures (similar to scorecard)
3. Each objective will have a weightage
4. Overall plan score will be calculated based on the objectives weightage and score
Do you think this will solve your use-case?
Thanks,
Nitisha
This kind of rule based logic to set a status value rather than or in addition to a score would be great.
Statuses can be independent of a score. A score implies moving up or down a scale of bad to good but a a project could be "On Hold" but still green, for example.
Thanks,
d
Hello Everyone,
Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such as the ability to configure custom statuses for Success Plans.
Thanks for posting!