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Editing a Plan

You can edit any plan, provided that your security role permits the editing of plans. For more information, see "About Security Permissions".

Editing a plan may include:

• Changing the identification information for the plan
• Changing the responsible parties
• Changing the list of forms for the current stage
• Assigning a manager and due date to each stage

To edit a plan

1. Open the Plans register.
2. Select the Plan and then click Edit.
3. Make the necessary edits. Please refer to the following for more information on the fields for each page:
• Main
• Forms
• Stages
• Properties

Headings marked with an asterisk (*) are required. All other headings are optional.

4. Click Save.

Proliance saves the changes. Click Exit Edit Mode when you are finished editing.

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