The Plan Info Tab

The Plan Info tab allows you to edit the display name and description of your personal plans.

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the View Plan screen, select the Plan Info subtab.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	About Plans Creating a New (Personal) Plan Creating a Personal Copy of a Default Plan

FIELDS AVAILABLE ON THIS SCREEN
FIELD	COMMENTS
Name	The plan name appears on the View Plans and Plans Manager screens, and on the Select Plans in-line control.
Type of Plan	Plan types cannot be edited after the plan has been created.
Description	You can specify a description for Action, Listing and Closing Plans. The Description appears in the Plans Manager, and can assist when determining which plan to apply.