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Editing a Standard Plan

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

Editing a standard plan may include:

• Changing the identification information for the standard plan
• Changing the plan package that the standard plan belongs to
• Changing the stages for the standard plan
• Changing the standard forms that are used in each stage

To edit a standard plan

1. Open the Standard Plans register from the appropriate work area.

Note: If a standard plan appears in both the Organization and Workspaceswork areas, editing it in the Workspaces work area does not affect the standard plan in the other work area or in any other workspaces. A standard plan can appear in the two different work areas if it was created from the Organization work area and then copied and synchronized to one or more workspaces.

When you save edits in the Organization work area, if the standard plan has been exported to any workspaces, Proliance will prompt you to synchronize the changes with those workspaces.

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

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

4. Click Save.

If you are currently in the Organization work area and the standard plan has been exported to other workspaces, Proliance prompts you to either save, or synchronize and save. Synchronizing saves the changes to all workspaces using the standard plan.

5. Click Exit Edit Mode when you are finished editing.

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