Ability to merge success plans

Would like to have this functionality as well. Whether its rolling unfinished objectives from one success plan to another or combining multiple different success plans into one master one. 

Hi Josh

When you mean “combine multiple plans into a master one” is it about combining the objectives? Do you use the “Plan Info” section to capture details? 

On the rolling over unfinished objectives we have plans of giving the ability to clone a plan (with the option to copy over only open objectives). Would this help?

Hi @aditya_marla ,

Yes, I was thinking about combining objectives/tasks in my above comment. We have had a couple scenarios where this would have been useful:

1) As we evolve our use of success plans it would be nice to be able to decommission some of the older plans and roll any objectives into our latest standards and 2) Some of our team members have created success plans in anticipation of a larger amount of work but after further evaluation the objectives could be rolled into an existing plan.

In both cases it would be nice to have a merge function where we could choose a master success plan and combine it with another from an objective/tasks/timeline perspective. This way we could easily phase out unused plans or combine separate plans without having to manually copy and paste all the details over.

As far as rolling over objectives I think the ability to clone a plan as you described would be perfect!

Got it. For rolling over to a new plan copy should solve the need but the other case you mentioned (where you created a new plan but realize that there is not enough work for it to be its own plan, but rather be a part of an existing plan) - is the mani need just to move over the objectives? Can any other information be ingored? (Eg : Timeline entries made at the Plan level, details captured in the Plan info section?)  

@aditya_marla -  The main objective for us would be to capture what work has already been done in the old plan and move that over to the new plan. This would mean moving the objectives/tasks and timeline entries. The plan info section is trickier as I think it would be difficult to merge two of these together without creating some type of conflict so this section may need to remain manual.

Got it. Thanks a lot for sharing the deails Josh