Removing Standard Plans from a Plan Package

Authorized users can remove standard plans from a plan package.

Removing a standard plan from a plan package does not affect plans already created from that standard plan, nor does it affect the plans listed in the Plans register.

To remove standard Plans from a standard group

  1. Open the Plan Packages register from the appropriate work area.
  2. Note that if a plan package appears in both the Organization and Workspaces work areas (that is, it was created from the Organization work area and then copied to one or more workspaces), modifying it in one work area does not affect the plan package in the other work area or any other workspaces.

  3. Select the Plan Package to modify.
  4. The Main page appears.

  5. Click Edit.
  6. Expand the Standard Plans section.
  7. Select the check box next to the standard plan to remove.
  8. Click Remove Line(s).
  9. Proliance removes the standard plan from the plan package.