Planning Module Detailed Integration in Dash SaaS

Introduction

This document provides a detailed overview of the Planning Module within Dash SaaS. This module functions as a centralized hub for managing your strategic initiatives, allowing you to create, track, and analyze plans with ease. It offers functionalities for defining objectives, setting milestones, monitoring progress, and collaborating with your team. By leveraging the Planning Module’s features, you can streamline your planning process, gain valuable insights, and ensure your business stays on track to achieve its goals.

Workflow

Installation

Step 1: Super Admin Access:Begin by granting super admin access to the Planning Add-on. Follow these steps:

• Log in to the super admin dashboard.
• Navigate to the “Add-on Manager” section.
• Click on the “+” (Module Setup) button to initiate the Add-on setup process.
• In the module setup, you will find a designated area to upload the ZIP file for the Planning Add-on.
• After completing the module setup, remember to enable the Planning Add-on to make it accessible to your customers.
• With these steps, you can easily integrate the Planning Add-on and provide enhanced functionality to your users.

Step 2: Company Login Access:After the super admin enables the add-on, the admins can purchase the add-on and access the Planning add-on by following the steps mentioned below.

• So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Planning add-on and purchase it.

Step 3: How to use the Budget Planner Add-on

• Once you purchase the planning add-on, go to the sidebar and find it out.
• You will get to see many pages over there. The first page is for challenges. Here you can see the list of challenges, and create new challenges with the help of the “+” button given at the top. You can see the challenge name, category, end date, and the position of that particular challenge. You can also view, edit, and delete the challenge whenever you want.
• The second page is for charters where you can create new charters. You can have the grid view, tree view, and kanban view of the charters. You can also print, view, edit, and delete the charters whenever you want.
• Then comes the page for business plans, where you can see the list of business plans that you have created. You can also have the grid view, kanban view, and list view of the business plans whenever you want.
• After that, there comes a page for business models, where you can create new business models, and see the list of business models whenever you want. You can print, view, edit, and delete the business models anytime.
• Then comes the page for the McKinsey 7-S Model, where you can see the list of your models including details like thumbnail image, name, status, stage, challenge, users, and role, and after that there is a column for action with the help of which you can print, view, edit, and delete a model whenever you want. You can also have the grid, kanban, and tree view of the McKinsey Model whenever you want.
• Following that, there is a page known as Porter’s Five Model on which you can see the list of Porter’s Five models including all the required details. You can also print, view, edit, and delete the models whenever you want. Plus, you can also have the grid, list, and tree views of models.
• Then comes the page for SWOT Analysis, where you can create new SWOT Analysis models, and also view the list of already created SWOT Analysis Models including all the required details. You can also print, view, edit, and delete the models whenever you want.
• Similarly, there is also a page for the PEST Analysis and PESTEL Analysis Model.
• At last, there is a page for system setup. With the help of this page, you can create and set up new categories, stages, and status of planning.

So, this is how you can have access to the planning module of Dash SaaS.