Recommendation Backlog

This article details the process of creating recommendations yet not assigning them to a specific quarter.

Recommendation backlog items are those recommendations that you can use as a placeholder for a particular project without having to assign them to specific time frames. Since recommendations are the building blocks of a strategic plan you can utilize this feature as a scratchpad to organize your thoughts and then when appropriate, assign those recommendations in the backlog to specific quarters.

Note: When creating a recommendation and selecting Add to recommendation backlog the budget month is no longer a required field. Unchecking the Add to recommendation option will turn the budget month field back to required.

On the strategy menu, you will see a number badge indicating how many recommendations are in your backlog.

 

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