Benefit Dependency Network

Getting Started Guide

A small panel at the bottom right, Trace strategy to delivery, takes you from nothing to a PowerPoint of your network in five steps: start a network, find an item that connects to nothing upstream (a small red marker on its left edge), trace it with the Tracer, decide what to do about it, and export. Each step ticks itself when you do it, however you do it, so there's no Next button. Choose – to shrink the panel to a small button, Show me to be taken to the control a step means, or Don't show again to close it. Your progress is kept with your account, so it follows you to another computer. Once closed, bring it back with Getting started beside the help icon.

Load the example creates Example — Sample Corp digital transformation: Sample Corp is a fictional bank, and the network is an ordinary model of yours to change, share or delete.

What is a BDN?

A Benefit Dependency Network (BDN) is a visual technique for mapping how technology investments link to business objectives and strategy. It answers the question: "Why are we building this, and how does it support our goals?"

The network flows left-to-right across up to six columns. Every new model starts with these default column headers:

Arrows represent dependency: an arrow from item A to item B means B depends on A, or A enables B.

Models

A model is a complete BDN for one organisation or initiative. Each model has its own items, connections, views, and layout.

Creating a model

Click the + icon at the top of the sidebar, type a name, and press Enter.

Selecting a model

Click any model name in the sidebar. The canvas loads automatically.

Renaming a model

Hover over a model name in the sidebar — a pencil icon appears on the right. Click it, edit the name, then press Enter or click away to save. Press Escape to cancel.

Views

Every model has a Default view that shows all items. You can create additional named views that show only the subset of items connected upstream and downstream from a set of root items you choose.

Creating a view

With a model open, click + next to the Views label in the sidebar, type a name, and press Enter. The View Filter dialog opens automatically so you can define the view's root items straight away. The canvas is auto-arranged as soon as you save.

Switching views

Click a view name in the sidebar to switch the canvas to that view.

Opening the View Filter dialog

The View Filter dialog lets you choose which items anchor a named view. There are three ways to open it:

• After creating a view — the dialog opens automatically.
• Double-click a view name in the sidebar.
• View ▾ → Manage View in the toolbar — available whenever a named non-default view is selected.

Using the View Filter dialog

1. Use the Filter by column dropdown to select which column to anchor the view from. All of the model's currently active columns are available (see Custom Column Headers); the default is the model's leftmost column, Strategies unless it has been renamed.
2. A checklist of all items in that column appears below the dropdown. Tick one or more items to use as root items.
3. Use Select all or Clear to bulk-select or deselect the list.
4. Click Save. The canvas immediately shows only the selected root items plus every item connected to them upstream and downstream. The layout is automatically tidied so items are compactly arranged from the top of the canvas.

Deleting a view

Hover over a non-default view name in the sidebar and click the ✕ that appears.

Custom Column Headers

Every model starts with the six default column headers — Strategy, Objective, Program, Project, System, and Technology — described in What is a BDN?. Those names describe one common way of thinking about strategic alignment, but they are not the only one, and they are not fixed. Each model can be configured with its own column titles and its own number of columns (from 2 to 6), so the network can speak whatever planning language your audience already uses.

How to configure columns

Click Configure in the toolbar (visible only to a model's owner — see Models). The dialog always shows six text boxes, one per column slot, in a fixed left-to-right order:

1. Each box is pre-filled with that slot's current title (the default name, or a previously customised one).
2. Type over any box to rename that column. The limit is 26 characters per title.
3. To use fewer than six columns, clear the boxes from the right-hand end — for example, clear boxes 5 and 6 to run a 4-column model. The number of columns the model actually uses is simply the count of filled-in boxes, read from left to right.
4. Boxes must be filled in order with no gaps — you can't leave box 3 blank while box 4 has a title. A model must use at least 2 columns.
5. Click OK to save. The canvas, Columns menu, and Add Items dialog update immediately.

What changes when you customise columns

Renaming or reducing columns is purely a labelling and visibility change — it never alters or deletes item data. Specifically:

• The Columns menu, canvas headers, and the type buttons in Add Items and Edit Item all show your custom titles instead of the defaults.
• CSV export writes your configured title as each item's type value (instead of the internal name like strategy); CSV import matches those titles back to the right column automatically. See CSV Import.
• draw.io and PowerPoint exports use your custom titles as column headers.
• The Alt+key shortcuts in Add Items (Alt+S, Alt+O, etc. — see Adding Items) only work while a model is still using the exact default six columns. As soon as any title is customised, or a column is turned off, those shortcuts are dropped — there's no reliable mnemonic letter for an arbitrary custom title, so the buttons remain mouse-clickable instead.
• The minimum visible columns in the Columns menu (see Column Visibility) is 3, or the model's total active column count if that's fewer than 3 — a 2-column model can't hide either of its two columns.

Turning a column back on

If you reduce a model from, say, 6 columns to 4, the items that were in the two deactivated slots are not deleted — they simply stop appearing anywhere (canvas, menus, exports) until you reopen Configure and fill those boxes in again. At that point their items reappear exactly as they were left. This is the same behaviour as unchecking a column in the Columns menu, just set as the model's default instead of a temporary per-visit choice.

When to rename columns — and when not to

The right column names are whatever your stakeholders already use to talk about strategy and delivery — the goal is to remove translation effort between the BDN and the language people bring into the room, not to force every model into one vocabulary. Some situations where custom headers are worth setting up:

• Your organisation doesn't use "Program" or "Project" as distinct concepts. Many teams only have one level of delivery work between objectives and systems. Renaming — or simply deactivating — the extra column avoids an artificial split that confuses reviewers.
• You're building a benefits-realisation model, not a delivery model. The classic Benefits Dependency Network terminology (Ward & Daniel) reads right-to-left as IT Enablers → Enabling Changes → Business Changes → Benefits → Investment Objectives. Relabelling the same six slots left-to-right as, e.g., Investment Objective, Benefit, Business Change, Enabling Change, IT Enabler keeps the tool's mechanics identical while matching the vocabulary a benefits-management audience expects.
• You're translating a public strategy document into an alignment model. Annual reports, investor presentations, and strategy memos rarely use "Strategy/Objective/Program" language. For example, a model built from a retailer's stated priorities might use Goals, Business Benefits, Business Enablers, Platform Enablers, and Potential Workstreams — five columns matching the report's own framing, with the sixth slot left unused. This makes the resulting diagram instantly recognisable to executives who read the source document.
• Your team plans in OKR language. Renaming the columns to Objective, Key Result, Initiative, Deliverable, System, and Tool lets an OKR-based team use the same dependency-mapping mechanics without relearning PPM terminology.
• You're doing capability-based enterprise architecture planning. Business Capability, Capability Gap, Change Initiative, Enabling Project, Application, and Technology maps EA capability models onto the same six-slot structure.

Reasons to keep the defaults instead:

• You're sharing models across multiple teams or business units, and a consistent, well-known vocabulary (Strategy/Objective/Program/Project/System/ Technology) matters more than any one team's preferred phrasing.
• You genuinely use all six levels of granularity from strategy down to named technology products — the default six-column split already fits.
• The model will be handed off or compared against other BDN tools/templates that assume the standard terminology.

Adding Items

There are two ways to open the Add Items dialog:

• Click + Add Items in the toolbar.
• Double-click any empty area of the canvas.

In the dialog:

1. Select the item type — one button per active column (Strategy, Objective, Program, Project, System, and Technology by default, or your model's custom titles; see Custom Column Headers).
2. Enter the item name and press Enter or click Add.
3. Add as many items as you need, then close the dialog.

On a model still using the exact default six columns, holding Alt plus S / O / P / J / Y / T jumps the current row to Strategy / Objective / Program / Project / System / Technology respectively. These shortcuts are turned off once a model's columns are customised — see Custom Column Headers.

Editing Items

Double-click any item on the canvas to open the Edit Item dialog. All fields can be changed here (see Item Fields below). Press Enter or click Save to apply changes.

To delete an item, open Edit Item and use the Delete button (if present), or remove it via CSV import/export.

Item Fields

Drawing Connections

A connection represents a dependency: the item on the left enables the item on the right.

1. Click an item to select it. Blue handles appear on its left and right edges.
2. Hover over a handle until the cursor changes to a crosshair.
3. Drag from the handle to another item and release.

Transitive connections (dashed lines) are shown automatically when an intermediate column is hidden — they represent the shortest visible path between two items.

Deleting Connections

1. Click a connection line to select it. It turns blue.
2. Press Delete or Backspace to remove it.

Navigation & Zoom

• Pan — click and drag on an empty area of the canvas.
• Zoom — scroll the mouse wheel, or use the + / − / fit buttons in the bottom-left corner of the canvas.
• Zoom range: 30 % – 200 %.

The View Menu

Click View ▾ in the toolbar to open the View menu. It groups all canvas display and analysis controls in one place so the toolbar stays uncluttered.

Auto Layout

Click View ▾ → Auto Layout in the toolbar to automatically sort and position all items. The algorithm:

• Orders items within each column by Priority (lowest number first).
• Uses a barycenter heuristic to minimise connection crossings.
• Saves the new positions so they persist across sessions.

View-aware layout

When a named (non-default) view is active, Auto Layout only positions the items visible in that view. Items are packed compactly from the top of the canvas — there is no extra white space from items that are hidden by the current filter. Items not visible in the view keep their existing positions for when you return to the Default view.

Auto Layout also runs automatically whenever you save a View Filter, so newly created or updated views are always neatly arranged.

Column Visibility

Click Columns ▾ in the toolbar to show or hide individual columns. The menu lists only the model's currently active columns — if the model has been configured to use fewer than six (see Custom Column Headers), only those appear here. At least 3 columns must remain visible, or all of them if the model uses fewer than 3.

This is a temporary, per-visit display preference — it's independent of the model's configured column titles and count, which are set once via Configure and apply for everyone who opens the model.

When a column is hidden, connections that passed through it are shown as dashed transitive lines connecting the nearest visible items on either side.

Show / Hide Lines

Click View ▾ → Show Lines to toggle the visibility of all connection lines on the canvas. A ✓ next to the item means lines are currently visible.

Hiding lines is useful when the canvas is dense and you want to focus on the items themselves without the visual noise of connections.

LTR / RTL Direction

Click View ▾ → LTR in the toolbar to flip the canvas direction. A ✓ next to LTR means left-to-right is active.

• LTR (left-to-right): the model's first configured column (Strategy by default) is on the far left, its last active column (Technology by default) on the far right. Arrows point right.
• RTL (right-to-left): columns are mirrored. Arrows point left.

The direction preference is saved automatically.

Relationship Tracer

The tracer highlights all items connected — directly or indirectly — to a selected item, making it easy to trace impact or lineage across the network.

1. Click View ▾ → Tracer to enable it (a ✓ appears next to the item).
2. Click any item on the canvas. It and all its connected ancestors and descendants are highlighted in green.
3. Click the same item again to deselect and clear the highlight.
4. Click View ▾ → Tracer again to disable the mode.

Item tooltips

Hovering over any item on the canvas shows its full name in a browser tooltip. This is helpful when item names are long and overflow the oval label.

Status Highlighting

Click View ▾ → Status to show a small coloured square in the top-right corner of each item that has a status set. A ✓ appears next to the item when status highlighting is active.

Colours can be customised in Settings — click the ⚙ gear icon near the right end of the toolbar.

Alignment Indicator

The indicator appears on an item outside the first visible column when it has no recorded upstream connection: a small red triangle on its left edge. It does not test whether the full chain reaches a strategy or whether the connection is sound.

Items in the first visible column (typically Strategy) are exempt, since they are the root of the network by definition. A connection to an item in a hidden column still counts as recorded.

Search

Type in the Search stakeholder / dept box in the toolbar. Items whose Stakeholder Name or Department contains the search text are highlighted with a blue border. The search is case-insensitive. Clear the box to remove highlighting.

What Are Suggestions?

Suggestions let you crowdsource ideas for a model from anyone — stakeholders, department leads, an entire team — without giving any of them an account or editing access. You share a link, they add candidate strategies, objectives, programs, projects, systems, or technologies (whatever column types your model uses) from a simple public form, and you review everything privately before deciding what actually becomes part of the model.

Nothing a visitor submits touches the real model automatically — every suggestion sits in a review queue until you explicitly Promote it into a real item on the canvas (see Reviewing & Promoting below).

Creating a Suggestion Link

1. Select a model, then click Suggestions in the toolbar (it swaps to BDN View once you're there, to switch back).
2. In the Suggestion Links panel, click + New Suggestion Link.
3. Write instructions for whoever receives the link — what you're looking for, any context they need (e.g. "Please suggest programs you'd like considered for Q1 planning"). This text is the first thing they see.
4. Click Create Link, then Copy the generated URL and send it however you like — email, Slack, a meeting invite. Sending it isn't handled by the tool itself.

A model can have any number of active suggestion links at once, each with its own instructions — useful for collecting from different audiences separately (e.g. one link per department).

Submitting Suggestions (No Account Needed)

Anyone with a suggestion link can open it in a browser and start adding items — no sign-up, no login. The page shows your instructions at the top, then a form for adding one item at a time: Name, Type (one of the model's active column types), Description, Stakeholder, Department, an optional external ID, Priority (1–10), and Status.

• Draft list stays private. Everything a visitor adds is visible only to them until they click Submit suggested items — not to you, and not to anyone else using the same link.
• Bulk add via CSV. The Upload CSV button accepts a file with the header row name, type, priority, description, stakeholder_name, department, link_id, status — useful for a visitor who already has a spreadsheet of ideas rather than typing them one at a time.
• Edit or delete before submitting. A visitor can change or remove anything in their own draft list right up until they submit it.
• Submission is one-way. Once submitted, those items move into your review queue and the visitor sees a simple thank-you confirmation — they can't recall or edit a submitted batch themselves after that point.

Reviewing & Promoting

Everything submitted through any of a model's suggestion links lands in the same place: the Suggested Items table on the Suggestions tab, sortable by any column. You can also add a suggestion directly here yourself (via + Add Suggestion) — useful for capturing an idea from a conversation without setting up a link for it.

Promoting an item

Click Promote on any suggestion to turn it into a real item. You choose which model it becomes part of — the model the suggestion came in on is the common case and is preselected, but you can promote into any other model you have editor access to — and which column type it takes in that model, since the destination's active columns may not match the source's. Promoting creates a genuine item on the canvas; the suggestion itself stays in the table, now marked Included.

Editing, deleting, and priority

Edit or delete any suggestion the same way you would any other row. The Priority a visitor set (1–10, lower = more important) carries straight through and can be adjusted here before or after promoting, the same as any other field.

Settings & Help Icons

Two icon buttons appear near the right end of the toolbar:

• ⚙ Gear icon (Settings) — opens the Settings dialog where you can customise the status colours used for each status value.
• ? Help icon — opens this user guide in a new browser tab.

Sharing

Click the share icon next to a model in the sidebar (Share model), enter someone's email address, choose a level and invite them. They're emailed, and the model appears in their list the next time they sign in.

• Change someone's level or remove them from the same dialog.
• Owners: only the people a model is shared with can see it; being in the same organization doesn't give access. Every Editor is an equal owner. An Editor who deletes a model that other Editors also have just leaves it. With any other level, deleting removes it from your list only.
• Course access: a model you create while enrolled in a course is shared with your educator as a Contributor until the term ends. The share list labels it Course with its end date.

Comments

Comments are threaded conversations attached to the whole model or to an item or a connection. They're for working discussion: an educator giving feedback, a reviewer with view-only access asking a question, or a team agreeing on a change. Comments are never included in exports, images, PowerPoint or print.

Reading and starting comments

• Click Comments in the toolbar to open the comments panel beside the canvas. The button shows how many threads are open, and is highlighted when there's something you haven't read.
• With the panel open, click an item or a connection on the canvas to comment on it, or use Comment on the model for general feedback.
• Anything with open threads shows a small comment badge with the count. Unread threads are highlighted. Connections don't show a badge; their threads are listed in the panel.
• Filter the panel by open, resolved, mine or unread. Click a thread to jump to what it's about.
• The model list shows how many unread comments each model has, which is handy when you review many models.
• While a model is open, new comments appear within about 30 seconds.

Writing a comment

• Comments can use bold, italics, bullet lists and links, up to 4,000 characters.
• Type @ to mention someone. Only people who already have access to the model can be mentioned, and a mention never gives anyone access.
• You can edit or delete your own comments. An edited comment says so. A deleted comment that has replies shows as "Comment deleted" so the thread still reads.

Resolving threads

When a conversation is finished, resolve the thread. Resolved threads are hidden unless you filter for them, and can be reopened. Anyone who can edit the model (Editor and Contributor), and whoever started the thread, can resolve or reopen it.

Who can do what

• Everyone with access (Editor, Contributor and Viewer) can read comments, start threads and reply.
• Editor holders can delete anyone's comment (recorded in Change History), and can close comments on a model: threads stay readable but nobody can add or edit comments until they reopen them. Comments can't be closed while the model is part of a course that's still running.
• Read-only accounts can read comments but not add, edit, delete or resolve them.

What happens later

• If an item or connection is deleted, its threads move to the model level, labelled with the deleted item's name.
• If someone loses access, their comments stay under their name. If their account is deleted, their comments stay but show as "Former user".

Comment emails

• An @mention emails the person straight away.
• A daily summary (sent around 13:00 UTC) tells model owners about new threads on their models, and tells people who've commented in a thread about new replies. Nothing is sent on a day with nothing new.
• Each email gives who commented, on which model and item, the start of the comment, and a link. Turn either kind off in Profile → comment emails.

Notes on the Canvas

A note is a text box placed on the canvas to explain something to whoever looks at the view: a callout, a caveat, a legend. Unlike comments, notes are part of how the model is presented, so they are included in the view's PowerPoint, PNG/JPEG and print exports.

• Click + Note on the canvas to add a note, then drag it where you want it and resize it. Pick one of the preset colours.
• Notes can use bold, italics, bullet lists and links, up to 2,000 characters.
• To point a note at one item, choose Point to… and click the item. A line is drawn from the note to it. If that item is later deleted or removed from the view, the note stays and loses its pointer.
• Each note belongs to one view. Deleting a view deletes its notes.
• Only people with Editor can add, move, edit or delete notes. Everyone with access sees them.

Strategy Weights & the Funding Line

When strategy changes, the strategies themselves rarely change much: what changes is how important each one is. Funding lets leaders say that in numbers, and shows which programs and projects that funds. Click Funding in the toolbar.

Weight sets

A weight set splits 100 points across your strategies. Each set has a name and an "as of" date (FY27 plan, After the acquisition), so you always have a before and an after. A set is a Draft, the Current set (one per model), or Superseded.

• New starts a draft as a copy of the current set's points and budgets.
• On the Weights tab, give each strategy 0 to 100 points and choose Save weights. A draft can add up to anything while you work on it.
• Adopt makes a draft current. Its points must add up to exactly 100. The previous current set becomes superseded: it is kept, read-only, with its rankings as they stood that day, even if costs, names or links change later.
• Copy makes a new draft from any set, including a superseded one. Rename changes a draft's or the current set's name and date. Delete removes a draft; superseded sets are history and stay.
• A strategy you add later has 0 points in older sets: it was "off the radar" then.

How items are scored

Points flow along your connections, from strategies through objectives to programs and projects. An objective scores the points of the strategies it serves; a program scores its objectives' scores, plus any strategy it serves directly; a project scores its programs, objectives and strategies the same way. Only connections to earlier columns count, so an item is scored by what it serves, not by what depends on it. Strongest shows the largest single link in the score, so a focused item serving one critical objective isn't hidden behind broad ones.

Programs and projects are ranked in two lists (under your own column titles), by score, then by Priority, then by name. Delivered, canceled and failed items aren't ranked. A column switched off on the canvas is still ranked: its items are still in the model.

The funding line

Give each list a budget. Walking down the ranking, costs add up; the line falls just before the first item whose running total goes over the budget. Nothing below the line jumps above it to fill a gap. With no budget, set a cutoff score instead: items scoring at least the cutoff are above the line. Budgets and cutoffs can be changed on a draft or the current set.

Click an item's name to close the panel and trace it on the canvas.

Currency

Costs and budgets are whole amounts in one currency per model, chosen at the foot of the Funding panel (US dollars to start with).

Who can do what

Editors (and owners) create, change and adopt weight sets, and set budgets, costs, the currency and decisions. Contributors and viewers see everything, with the controls disabled. Costs are never shown on public suggestion pages.

Comparing Weight Sets

With two or more sets, click Compare in the Funding panel. Pick a Before and an After set; it starts with the current set against the newest draft (or, with no draft, the previous set against the current one). Switch between your program and project lists with the tabs.

• The summary says what the change means in money: "$4.2M moves below the line (3 items) · $2M rises above (1 item) · 1 new · 2 near the line". Items that left the list (delivered, canceled or deleted since) are counted separately.
• The chart shows both rankings side by side, with a line joining each item's two places: red fell below the line, green rose above it, amber is near it, grey is unchanged, and a blue outline marks an item new to the list. The dashed red line is the funding line on each side.
• For each item, record a decision: Continue, Reshape, Pause, Stop or Start, with a reason. Decisions are kept with the After set, so a superseded set's decisions are read-only.
• Stop, Pause and Start suggest a status (Canceled, Delayed, Planned). Nothing changes on its own: click Apply status to set it.

Exports

• PowerPoint (in Compare): one slide per list, with the side-by-side ranks, the funding line, the summary, and the decisions with their reasons.
• Comparison CSV (in Compare): both ranks and scores, the change, cost and decision for every item.
• Weight sets CSV (foot of the panel): every set with its dates, budgets, cutoffs and each strategy's points, plus each superseded set's rankings as they stood. The row column says which a line is: set, points or result.
• Decisions CSV (foot of the panel): every decision with its set, item, reason, who made it and when.

Everyone with access to the model can export these.

CSV Import

Click CSV ▾ → Import CSV in the toolbar. A four-step dialog guides you through the import:

Step 1 — Select file

Drag a CSV (or TSV/TXT) file onto the drop zone, or click to browse. The delimiter is detected automatically.

Step 2 — Map columns

The dialog shows all BDN fields alongside dropdown menus. Choose which column in your file maps to each BDN field. Common header names are auto-detected (e.g. "title" maps to Name, "owner" maps to Stakeholder Name). A preview of the first five rows helps verify the mapping.

Name and Type are required; all other fields are optional.

Step 3 — Importing

The file is uploaded and processed. A spinner is shown during this step.

Step 4 — Done

A summary shows how many items and connections were created. Click Done to close.

Links (depends on) column format

To create connections during import, include a Links column containing a semicolon-separated list of item names that the current row depends on. Names must match exactly.

Example: CRM Platform;Mobile Platform

CSV Export

Click CSV ▾ → Export CSV to download all items and connections as a CSV file. The file contains every field (Name, Type, Priority, Description, Stakeholder Name, Department, Link ID, Status, Links, Proposed, Estimated cost), the Useful ID that lets a re-import update the items it came from, and Views: the named views each item is a root of. It can be re-imported into any BDN model; everything but Views is read back (a re-import doesn't change views).

It also carries what the tool calculates, for reading only: the model's currency, and each program's and project's score, strongest link, rank, whether it is above the line, and its badges, under the current weight set (named in the weight_set column). A re-import ignores these columns. The Funding panel has its own exports: see Comparing Weight Sets.

To export your notes, choose Export ▾ → Notes (.csv): every note on the main canvas and in each view, with its text, its colour, the item it points to, and when it was created and last changed.

The Type column contains the model's own column title for each item (e.g. Strategies, or a custom title like Goals — see Custom Column Headers), not an internal code name. Re-importing the file into the same model matches those titles back to the right column automatically; a file exported from a model with different column titles is still readable if it happens to be re-imported into that same differently-configured model, but the Type values won't line up with a model using different titles unless they happen to match by coincidence.

The filename is based on the current model and view name (e.g. My Model - Q1 View.csv).

Image & PowerPoint Export

Click Export ▾ in the toolbar and choose a format:

All exports capture the full canvas at its current zoom. The filename follows the pattern Model - View.ext.

Exports include the view's notes but never comments. Read-only accounts can't export images, PowerPoint or print; CSV export still works.

Your Account

One Useful EA account works in all five tools: the Capability Modeler, the Benefit Dependency Network (BDN), EA Maturity Assessment, the Application Portfolio Manager and the Architecture Repository. Everything in this section works the same way in each of them.

Signing in once

Sign in to any tool and you're signed in to all four. Signing out of one signs you out of all of them. Email sign-in is case-sensitive: use the same capitalization you signed up with.

Switching tools

Click the Switch tool button (the grid icon at the left of the toolbar) to open another Useful EA tool. The tool you're in is marked You're here.

Your profile

Open Profile at the top right. Your profile is shared by every tool, so a change made here shows everywhere:

• About you — first and last name, job title, employer and a short professional bio. Your name is what others see on your comments and in share lists.
• Login — your sign-in email and user ID, and Change password.
• Billing — your plan, and Manage billing to update your card, see invoices or cancel. If you've cancelled, the date your plan ends is shown here.
• Comment emails — whether to be emailed when someone @mentions you, and whether to get a daily summary of new comments on your models and replies to your comments. Every comment email links back here so you can change this at any time.

The license agreement

The first time you use Useful EA, and again whenever the End User License Agreement changes, you're asked to read and accept the current version before you continue. You accept once for all four tools.

Plans, trials and read-only accounts

• Beta accounts are free forever. Every account created while Useful EA is in beta keeps full access at no charge.
• New accounts (after beta) start with a free 30-day trial, then continue on a paid plan.
• Read-only. If a trial ends without a plan, or a subscription is cancelled or can't be paid, the account becomes read-only. You can still open and read everything, export to CSV and delete your own models, but you can't change anything. Image, PowerPoint and print exports are turned off. A banner explains why and how to fix it.
• Deletion date. A read-only account is deleted 90 days after it becomes read-only, unless you choose a plan or join a course. The banner shows the date, and you're emailed when the clock starts and again 30, 7 and 1 days before. Time spent in a course or a consultant engagement doesn't count.
• Cancelling stops the renewal, not your access: you keep everything until the end of the period you've paid for.

Ownership and co-owners

Each BDN model belongs to the people who have Editor access on it. Being in the same organization as someone doesn't give you access to their work: only the owner and the people they share with can see it. Everyone with Editor access is an equal owner. If one of them deletes it, they simply leave, and the others keep it. If the last owner's account is deleted, the earliest person with editing access becomes the owner instead of the work being lost.

Codes: courses and consultant engagements

Choose Enter a code… with the Enter a code button at the top right to join a course or a consultant engagement with the six-character code you were given. If you don't have an account yet, use Have a code? on the sign-in page: it holds your code while you create your account, then offers to join it.

• A course code shows the course, institution, educator and term before you join. You get full access until 30 days after the term ends, and anything you create during the term is shared with your educator until the term ends, with Contributor access. If you're on a trial, it pauses for the course. You accept the Student Course Enrollment Notice to join.
• A consultant engagement code lets you join the work your organization has engaged a consultant for. The named key contact at your organization is asked, in a banner, to review and accept the engagement terms first. If you pay for your own plan, its billing pauses for the engagement and resumes by itself afterwards; you're reminded 20 and 3 days before.

Joining your company's account

If your company has a Useful EA company account and you sign in with an email at its domain, you'll see an invitation to join it in every tool. The dialog explains what joining means and shows the Company Membership Notice:

• Join to use the tools under the company's plan. Your own work and its shares don't move, and any individual plan you were paying for is cancelled.
• Decline to keep your individual account. The company's administrators can see that you declined (your email and the date, nothing else).
• An invitation you don't answer expires after 30 days. That isn't treated as declining, and an administrator can send it again.

Maintenance notices

Before planned maintenance, a notice appears when you sign in, saying when the tools will be unavailable.