To begin, select Manage Plans from the Plans tab at the top of the screen. You will now see a list of all the Plans that you have created. You can then Create a new Plan, or choose to edit one of your existing Plans.
The table that displays the plans has several fields:
- Declared Plan - will designate this as the Plan you intend to follow. You may only have one declared plan.
- Plan Name - by clicking on the Name of the Plan you will open that Plan for editing in the Plan and Roadmap View.
- Action -: This is a drop-down menu that may have several options:
- Plan View: This option will open the Plan in the Plan Editor View.
- Rename: This will allow you to rename a plan from that which was originally created. You must hit the "Ok" button after renaming the plan for the change to take.
- Copy - will provide a pop-up box allowing you to give the copy a name. Hitting OK will then clone the plan, allowing you to modify it just as you did the original plan.
- Delete- this will allow you to delete a plan from the list. Note, you cannot delete a declared plan unless you first select another plan to be the declared plan.
 | You may not see all of the options above in the drop-down menu depending on the permissions you have set in the security console. For example, if you are not permitted to delete plans, that option will not be one of the actions you can select. |
- PDF
- allows you to view the Plan in PDF format. You can also print the Plan in this view.
To find out more about editing a Plan, please view the following pages:
This page
Other pages
Account
Administration