Creating a Plan Template

Pre-requisite: There must be an existing Plan Type

1. Navigate to Configure
2. Click the add button
3. Enter Label – the name of the Plan Template
4. Enter Description (optional)
5. In the Plan Mode dropdown, select ‘Plan Template’
6. In the Plan Type dropdown, select a Plan Type
7. Click the save button

You will be directed to the Overview page of the new Plan Template that you have created.
You may edit the Label, Description and Plan Fields by clicking the edit button .

Also, you will be able to add the following in this page:
– Levels
– Tags and Markers
– Fixed Framework
– Score
– Financial Indicator
– Style
– Phase Management
– Plans QA