---
title: Updating Your Planning Module
description: "## Not New, Just Forgetful? [Watch this 40 second how to video](https://youtu.be/9YrCLRA8QAM) Pre-Instructions **\\*\\*\\* If you have not yet completed the Dashboard Course, please do that first.** **Course Link:** [https://member.devxchange.org/course/dashboards-planning-module/](https://member.devxchange.org/course/dashboards-planning-module/) ## What Is A Planning Module? Your Annual Activity Plan,…"
url: "https://member.devxchange.org/betterdocs/finances/updating-your-planning-module/"
updated: "2026-10-08"
category: Finances
---

# Updating Your Planning Module

## Not New, Just Forgetful? [Watch this 40 second how to video](https://youtu.be/9YrCLRA8QAM)

Pre-Instructions

**\*\*\* If you have not yet completed the Dashboard Course, please do that first.**
**Course Link:** [https://member.devxchange.org/course/dashboards-planning-module/](https://member.devxchange.org/course/dashboards-planning-module/)

## What Is A Planning Module?

Your Annual Activity Plan, submitted from the Budget and Planning Form annually. You will report on the activities each quarter.

## Where Is Your Planning Module?

In Your **Planning Module Project Dashboard**you can select "**Project Plan**" or "**Task Tracker**" on the lefthand side bar in the workspace side menu.

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-6-1024x669.png)

**The Project Plan** opens the **Task Tracker Sheet**

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-7-1024x538.png)

## What Do You Need To Do?

**Step 1**: [Watch this 40 second how to video](https://youtu.be/9YrCLRA8QAM)

**Step 2:** Report only for the Quarter just completed.

**Step 3**: **Update the status** if its already in progress or not started
and **Enter a comment**, detailing if the activity could be done and what was done.