Editing a Plan

1. On the Plans tab, click the name of the plan you want to edit.
2. Click Edit.
3. Make the changes you require. See Plan Fields for information about specific fields.
4. Click Save.

To add plan lines, click Add or New in the Plan Line Items related list of the Plan Detail page.

To edit a plan line:

1. Click on the plan line you want to edit.
2. Click Edit.

To delete a plan line item:

1. Click on the plan line you want to delete.
2. Click Delete.