Copy an OGSM

Copying an OGSM can be useful when:

• You want to save a version of the OGSM.
• You want to create a new plan based on the existing plan.

Only the Administrator of a team can copy an OGSM.

• Open the OGSM.
• Click the ‘Copy’ button in the top right of the screen.

The following screen appears:

• Select the location where the copy should be placed. By default this is the same team as the original, but you can also select another team.
• Type the name of the copy.
• Select one of the options:
  • ‘Copy only the OGSM’: the copy contains only the plan (titles, descriptions, owners, etc.).
  • ‘Copy the OGSM including history and progress reports’: the copy contains the plan including the full history, the measurements for KPIs and the reports for strategies and actions.
• Click ‘Create copy’.

Note: in the copy, items are no longer linked to other OGSMs. You create a standalone copy of the OGSM in question.