Thanks, as always, for your great questions during the Q&A session during Wednesday’s webinar on Using Plans and Portfolios in Version 12. Below are the answers to a few questions to which we wanted to provide more specific answers.
Is there a size limit for attachments in Plan Steps?
There is no limit, but the way these documents are stored is different in Version 12. Your System Admin folks should be aware of the recommendations related to SQL Server Filestream in the v12 Upgrade Documentation. Also, an organization can limit the size of these documents if they wish. There will also be documentation on this in the v12 Upgrade Docs.
What is the character limit of the Plans notes and Plan Steps notes fields?
4,000 characters
Do you have to include a Fund in Plan Setup?
Fund is optional. I believe David originally said it was required.
What fields from Plans will be audited for changes?
Right now, any changes to Campaign or Status in Plans will be audited (i.e. show in Transactions-Audit).
Will the Mobile App be available with the Beta 5 release?
No, the Mobile App is still in development and will be released with either the pre-release or general release.
Plans Security - how do you prevent Users from seeing Plans for other departments?
Control Group security on Plans is at the Campaign Level. You can Control Group the values in a number of the Plans dropdowns like Plan Status, Plan Source, Plan Priority. However, this will only limit which fields you are able to see in the dropdown. The Control Groups on these dropdowns will not affect who can see the Plan itself; that is controlled by the Control Group on the Campaign.