Plan Management 3a - Create a New Plan
To add a new plan to your account, from the Plan Management home screen, click the “Add new Plan” button:
The system will generate a new set of screens for your new plan. Fill in the required information, and repeat this process for as many plans as necessary.
After you have created and assigned your plans, you will see them rolling up to the parent organization in the left navigation panel. You will also see the Company/Divisions that have been assigned to each plan.
Note: If you have already created a plan and wish to create a new plan based on the existing one, see Clone an Existing Plan.
Next Step: Plan Management 4 - Reviewing an Existing Plan
Download the complete guide
Article Modified on: Tue, Nov 28, 2017 at 2:19 PM
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