Manage plans and page access

The Manage page is the CEO’s control room for Execution. It lists the organisation’s strategic plans, lets you delete one, and lets you give people extra Execution pages, for example the KPIs page for a strategy officer.

Open Manage

Open Execution›, then Manage. Only the CEO has this page.

The Manage page

Strategic plans

The first table lists every strategic plan brought in for your organisation. Badges at the top count the plans and how many are active.

Column	What it shows
Plan	The plan’s title, its start and end dates, and how many years it spans.
Status	Active (approved), Awaiting approval, Rejected or Draft.
Objectives, KPIs, Initiatives, Years	How many of each the plan has.

Select Open (or Review, for a plan that isn’t approved) to go to the Overview page.

Delete a plan

Delete a plan when it was brought in by mistake, or before you bring in a new plan in its place.

Danger

Deleting a plan permanently deletes everything in it: its years and themes, its objectives, KPIs and their results, its initiatives with their budgets, spending records and tasks, its stakeholders and strategic issues, and the risk suggestions it added to the Risk Repository. Links between work-report entries and the plan are removed, but the reports themselves are kept. This can’t be undone.

1. In the plan’s row, select Delete.
2. Read the message Delete Strategic Plan?. It lists how many objectives, KPIs, initiatives, work items and plan periods will be deleted.
3. Select Continue.
4. In Final Confirmation, type DELETE in capital letters.
5. Select Delete Permanently.

A message says “Strategic plan deleted successfully.” If the organisation now has no plan, Execution shows the upload page again. See Bring in your strategic plan.

If what you typed doesn’t match, nothing is deleted, and a message says “The confirmation text did not match. Nothing was deleted.”

Workspace access

Every role sees certain Execution pages. Under Workspace access, you can give any person extra pages on top of their role. Removing a person takes away only that extra page; it never removes a page their role already gives them.

The table lists the pages you can grant:

Page	By role	What it gives
Overview	CEO	The plan overview
Department Performance	Dept Managers	Department performance
KPIs	CEO	The KPIs page
KPI Review	No one (grants only)	Nothing in this version. See the note below.
Objectives	CEO	Objectives
Work Alignment	CEO	Work alignment
Initiatives	Dept Managers · Team Managers	The Initiatives page
Budget	CEO · Dept Managers	The Budget page
Annual Plans	CEO	Annual plans

Give someone a page

1. Find the page’s row.
2. In Also granted to, select the box that says Tag people to grant access….
3. Type part of the person’s name, and select them. You can add several people.
4. To take a page away, remove the person’s name from the box.

Each change is saved at once. A message confirms it, for example “KPIs access updated — 2 people granted”. Under each page’s name, the table says how many people have been granted it, or “No extra grants”.

The list of people includes everyone in your organisation except the CEO and locked accounts.

Note

In this version, a grant in the KPI Review row has no effect: it doesn’t give the person the Review KPIs button on the KPIs page. Recording KPI results needs a permission that only Virgil Finance can switch on. To ask for it, email support@virgilfinance.com with the person’s name and organisation. As CEO, you can record results through Virgil Copilot without it. See Record KPI results and Known limitations.

If something goes wrong

What you see	Why	What to do
“Not allowed” and “Only the CEO can delete the organisation’s strategic plans.”	You aren’t the CEO.	Ask the CEO.
“Delete Failed”	The plan couldn’t be deleted. Nothing was changed.	Try again. If it keeps failing, contact your VirgilTrack administrator with the message shown.
“Could not update workspace access. Please try again.”	Saving the change failed.	Try again.

Related

• Find your way around Execution
• Roles and what each can do
• Bring in your strategic plan