---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create action plan for KPIs

# Create action plan for KPIs {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 18, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create action plans linked to under-performing KPIs, enabling visual tracking of milestones and tasks. The tasks triggered by the action plans are assigned to the suppliers and they can see and complete those tasks in the
Supplier Collaboration Portal.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Under Quick actions, select Manage my suppliers.
3. Under My suppliers, select the legal name of the supplier.
4. Select the KPI management tab.
5. Select Create action plan.
6. Select the KPIs to be tracked.  
   Figure 1. Add action plan KPIs
7. Select Add.
8. On the form, fill in the fields.  
   {#create-action-plan-for-kpis__table_ssx_vwv_1fc__entry__2}

   | Field | Description |
   |-|-|
   | Number | Auto-generated action plan ID |
   | State | State of the action plan. By default it is in Draft state |
   | Plan type | Type of action plan to be created: * Quality improvement plan * Delivery improvement plan * Cost reduction plan * Sustainability and compliance plan * Communication and collaboration plan * Performance monitoring plan {#create-action-plan-for-kpis__ul_c2s_nxv_1fc} |
   | Priority | Priority of the action plan |
   | Supplier | Supplier related to the action plan |
   | Opened by | User who created the action plan |
   | Assigned to | User who is assigned the action plan Note: This field is not available for action plans created for automated KPIs. |
   | Due date | Due date for the completion of the action plan |
   | Created | Date of creation of the action plan |
   | Watchlist | List of users included in the watchlist |
   | Short description | Brief description of the action plan |
   | Description | Detailed description of the action plan |
   [Table 1. Action Plan form]

   {#create-action-plan-for-kpis__table_ssx_vwv_1fc}
9. Navigate to Action plan items and select Create.
10. Create milestones or supplier tasks for each KPI to track the action plan.  
    For more information on how to create milestones and supplier tasks, see [Create milestones for the action plan](https://servicenow-prod.fluidtopics.net/xdYBE9LiFXTHFU~~8sQlVQ "Create milestones for the affected KPIs in the action plan.") and [Create supplier tasks for the action plan](https://servicenow-prod.fluidtopics.net/PKh4XbtF~znpydhxt9x4XQ "Create supplier tasks for the affected KPIs in the action plan.").
11. Select Submit to activate the action plan.  
    The corresponding milestones and tasks are generated for the action plan.

## Result

After the milestones are run, corresponding tasks are generated for the users assigned to those milestones. When they complete their tasks, performance metrics are recalculated to determine whether the KPIs are still on target or failing. If a KPI is linked to a milestone or an action plan, the dashboard highlights its status:

* On Target-- if the KPI is meeting or exceeding the target
* Failing- if the KPI is not meeting its current target
* Failing in a plan- if the KPI is in an action plan and isn't meeting its milestone targets
* Part of a Plan- if the KPI is in a plan and progressing but not failing
{#create-action-plan-for-kpis__ul_llf_1rg_cfc}

The action plan can be tracked continuously, with updates based on the subsequent KPI runs. Managers can monitor the progress of milestones and tasks using the Gantt chart.
* **[Create milestones for the action plan](https://servicenow-prod.fluidtopics.net/xdYBE9LiFXTHFU~~8sQlVQ)**   
  Create milestones for the affected KPIs in the action plan.
* **[Create supplier tasks for the action plan](https://servicenow-prod.fluidtopics.net/PKh4XbtF~znpydhxt9x4XQ)**   
  Create supplier tasks for the affected KPIs in the action plan.

*[\>]: and then