The Plans Manager Screen

From the Plans Manager, you can view the complete list of every plan available, as well as a description to assist when determining which Action, Listing or Closing Plan to apply. Click here for more info on plans:

The contents of the Plans Manager table can be filtered by selecting different plan types from the Show drop-down list. In addition, the four tabs within the Plans Manager help to keep your plans organized. You can set the default tab that appears each time the Plans Manager is opened in the Settings area. The available tabs are:

Favorites: Displays all plans with a favorite status.
System: Displays all default plans. Unlike personal plans, default plan activities cannot be added, removed, or edited. However, you can create personal copies of the default plans.
Personal: Displays all personal plans you have created. You can add, edit and delete personal plan activities.
All Plans: Displays all system and personal plans.

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select Calendar > Plans Manager.
Calendar	From the Calendar Landing screen, click the View Plans Manager link.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	Working with Plans Defining Tab Settings for Screens Viewing Your List of Plans Viewing Plan Details Creating a New (Personal) Plan Creating a Copy of a Plan Keeping a List of Favorite Plans Deleting a Plan
Reports	Creating a Plan Report

ICONS USED ON THIS SCREEN
ICON	PROCEDURES
	Mark a plan as a favorite.
	Indicates the plan is a personal plan (can edit and delete).
	Copy a plan.
	Print a plan.
	Delete a plan.