Change the name of a plan

To edit a plan's title using Web Plan Manager:

  1. Check out the plan
  2. Double click the Plan Summary Row (the topmost row) under the "Title" column.
  3. The cell will become editable for you to make your change to the title, and you can click off of the cell or press Enter to save the new title to the plan draft, or press Esc to revert the change you have made to the title.
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Details

Article ID: 57216
Created
Thu 7/12/18 9:40 AM
Modified
Thu 1/4/24 4:03 PM