How to integrate separate plans in a single master plan

In Nippy you can create any number of types of plans - plans for different periods, like quarters, or plans for brands, clients, or products. 

While this gives flexibility to manage PR and marketing for different organizational structures and budgets, you might want to integrate your plans in a single general plan.

For example, you might integrated your two six-months plans in a single annual marketing plan.

You can do this easily in Nippy.

How to integrate separate plans in a single Nippy marketing plan

1. Go to My Marketing Plans in the sidebar and click the CREATE MASTER PLAN button in the top bar.
2. In the opened dialog enter the name of the new plan and its dates. These are required fields. When you select your dates, you will see the relevant for these dates plans in the middle column. You can integrate plans, which periods are at least partly within the chosen period of the master plan.
3. Select the campaigns and programs you want to add to the new plan. You can select separate campaigns. If the relevant for the campaign program is not available in the new plan, it will be automatically creates. If you select a program, all campaigns under this program will be added to the new plan. And you can select a whole plan. In this case all programs and campaigns in this plan will be added to the new master plan. You will see the selected programs and campaigns in the column on the right, where you could deselect items, if you need.
4. When you are done, click CREATE.

The campaign, projects, and tasks in the new plan will keep their original properties, including dates. No changes will be made to the workflow items.