Updating a Plan
After you have created a plan, you can update the contents.
Updating Plan Data
To update plan data, on the Plan Details page, do the following:
1. From the Actions list, select Update Plan.
2. Do the following:
◦ Select the checkboxes next to the columns to display. To hide a column, clear the checkbox.
◦ Click Header Attributes to edit the plan name and information in the General Attributes section. To approve or reject a plan, from the Status list, select Approved or Rejected.
◦ To add divisions, from the Division list, select divisions and click Add. To add all divisions, click Add All.
◦ Enter information in the Buckets table as needed.
▪ Click an editable cell to enter data.
▪ Click the edit icon
to copy and paste information between rows.
▪ Click the expand icon
to expand rows for editing.
3. Click Save.
4. Click Done.
Adding a Season to a Line Plan
To add a season to a line plan, do the following:
1. On the Plan Details page of a season line plan, under Associated Seasons, click Add Seasons.
2. On the Find: Season page, click Search.
3. Select the checkbox next to the seasons you want to add and click Select.
Removing a Season from a Line Plan
To remove an associated season from a season line plan, from the Actions list next to the season, select Remove.
Updating Associated Documents
In the Associated Documents section, you can create new reference documents, add existing reference documents, and remove all documents.