📜Plans

The main Plans page lists all of your files and folders associated with Drivepoint.

Highlights

• The live model is always pinned to the top. This file powers all of your financial reports in the Drivepoint Web-App and your main source of truth.

• All other Plans are Excel files of your scenarios, budgets, rolling forecasts or other types that can be opened by clicking on the name in the Drivepoint Interface or the "Open" button on the right of the screen.

Triple Dot Actions

Save as new plan

This will create a copy of a file straight from the Drivepoint UI. As soon as you confirm you want to make a copy the Drivepoint UI will pick it up and show it in the table summary. The visualizaiton feature will also be enabled.

Set as live model

This action will take a Plan and make it the new live model. That means that the financials of the Plan will be powering all Drivepoint reports and your team will view it in the top row of this Plans page. Only do this action if you really want to use the new Plan as your Live Model going forward.

Sync to Drivepoint

Learn what it means to sync to Drivepoint here.

Plan Info, Edit and Archive

Plan info gives you a similar overview as "Home" in the Drivepoint Add-in. Edit allows you to change the description. If you want to change the name of the file or folder association click here. Archiving will remove the plan from the Drivepoint UI.

Visualize

In order to quickly visualize your plans you can select the plans you want to compare by clicking on the check boxes on the left of the Plans' names. Then click on the Visualize button on the top right of the screen.

You can change the time frame of the Visualize feature on the top left of the pop-up. If you want to change the time frame of the main Plans page table view you can find the time frame on the left of the "Visualize" button.

FAQ

Where do I change the name and folder association of a plan?

Where do I change the columns in the main Plans table?

Click on Columns on the top right of the screen and toggle on any metrics that you want to add to the summary view. Have any suggestions of what other metrics we should enable? Email [email protected]

How do I edit the name of the Folder?

You can add a folder straight from the Drivepoint UI (top right of the screen). If you want to change the name of the folder, open a file associated with the folder, click on the name in Excel on the top right, open the folder settings from the screen and change the name right within the Sharepoint UI. Alternatively you can also change the folder name from the Sharepoint UI.