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Importing Plan Packages

You can copy any plan package from the organization to a workspace by importing it. Imported packages are synchronized with their counterpart in the organization. Updates made to the organization’s copy can be sent to all workspace copies. Users should be aware that updates to workspace copies will be overwritten if a synchronization update occurs.

Note: Before you can import a plan package, it must have an Active state and contain only Active standard plans.

ClosedTo import a plan package from the organization

  1. Open either the Plan Packages or the Standard Plans register from the Workspaces work area.

    2. You can import plan packages from either register—the results are the same.

  2. Click Import Wizard.

    3. The Import Wizard appears and it displays the plan packages that can be imported. Only plan packages in an Active state are shown.

  3. Follow the steps in the wizard to import the plan packages.

    4. Proliance confirms that the import is successful.

When the import is complete:

Tip:

  • You can also copy plan packages to a workspace by exporting them from the organization. For more information, see "Exporting Plan Packages".

Note:

  • You cannot import a plan package to the same workspace more than once.
  • While the import immediately brings the plan package and standard plans to the workspace, the standard forms are not imported until their associated standard plan is used to create plans in use. For more information, see “Creating a New Plan".