Hey Livia!
Managing action plan permissions across multiple survey cycles can definitely get tricky, especially when you want managers to look back at their historical goals without accidentally messing anything up.
Based on how Qualtrics structures action planning permissions, your options are generally split into project-wide editing rights ("Edit all action plans") or user-level rights ("Use action plans"). With the standard "Use action plans" permission, managers can view plans tied to their organizational hierarchy but can only edit or update the ones they actually created. Currently, there isn't a native "lock" toggle that automatically turns older action plans into read-only mode while keeping editing active for a newer survey cycle within that exact same project context.
Since action plan data is strictly tied to its specific project, you can't seamlessly merge or import old action plans directly into a brand-new project. Instead, the best way to handle this is by leveraging Manager Assist, which is designed to surface those historical action plans in a unified view. You can then manage current-cycle creation by adjusting your dashboard role permissions for the active project.
If you are running into roadblocks trying to get these role permissions dialed in, or if things aren't displaying quite right for your managers, it might be a good idea to have someone look directly at your dashboard setup. You can get in touch with a specialist by logging into the Customer Success Hub at https://support-portal.qualtrics.com/. They have the tools to securely review your backend role configurations and help you map out the cleanest workflow for your team. Let us know if setting up Manager Assist helps clear things up!
