insaplan
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Getting started
Projects
Plans
Creating a plan
Editing element details
Element relationships and dependencies
Linking plans across projects
Plan snapshots
Understanding plans and elements
Using the Plans view
Data sources
Knowledge base
AI assistant
Dashboards
Reports
Builder
Tables
Infographics
Charts
Account and settings
Plans
Building plans, working with elements, and linking plans together.
Creating a plan
Creating a plan from a template, or starting from a blank one.
Editing element details
Title, owner, status, dates, progress, review cadence
Element relationships and dependencies
Parent/child, dependencies, and what each does
Linking plans across projects
Show which plans support which, from the Plan Explorer or from a plan's own page
Plan snapshots
Capturing a point in time
Understanding plans and elements
What a plan is, what an element is, how they nest
Using the Plans view
The graph, table and timeline views, and how to filter them.