There are several ways to view plans within Cascade. You can view your plans through the Planner, by generating a Snapshot, or by using the Explore tool.
How to view other plans from the Planner
From the Planner page, click on the Plan name in the upper left-hand corner. This will show you a list of all currently-enabled plans.
Click on the plan you want to view and start updating
You can favorite a plan by clicking the star icon (this will keep that plan in favorite plans)
How to view other plans from Snapshots
By going to Track > Snapshots you can create a snapshot report showing any plan or plans you choose.
Select a Strategy Report and select the plans you want to view
Tip: Deselect the Limit Goal Levels box to make sure all levels of the plan are included
Adjust columns as needed and hit generate to see the plan
How to view other plans from the Explore tool
To access the Explore tool, go to Track > Explore. This feature is only available to Enterprise clients.
Click on the plan name in the top right corner and select the plan you want to view
The explore view is a good visualization tool and can help you see how goals are aligned within the plan
From this view, you can also click on goals and view them in the Goal Hub
You might also like to pull your entire plan into a dashboard using our Planner Widget. If you're looking to add a new plan or make adjustments to current plans, see our article on how to add plans and org units.