Editing a Plan
- On the Plans tab, click the name of the plan you want to edit.
- Click Edit.
- Make the changes you require. See Plan Fields for information about specific fields.
- 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:
- Click on the plan line you want to edit.
- Click Edit.
To delete a plan line item:
- Click on the plan line you want to delete.
- Click Delete.