How to Copy or Delete your Plans

You can manage your plans from the Plans section of your account.

 

You can manage your plans from the Plans section of your account.

 

By clicking on the small cogwheel on the plan you wish to manage, a menu will appear.

 

clicking on the small cogwheel on the plan

 

To COPY a plan:

  1. Select the “Copy” option from the menu
  2. A new plan will appear, with the name of the old plan and “- Copy 1” appended to the end
  3. This duplicate plan will not contain the version history of the original plan

To DELETE a plan:

  1. Select the “Delete” option from the menu
  2. A deletion confirmation dialogue will appear. Click “Delete” again to confirm deleting the plan.

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Model - Forecast - Plan
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