Planning – new

< 1 min read

If the user wishes to create a plan for a plan interval other than daily or weekly, then they should click on the ‘New’ button located in the Planning page action panel.

After clicking on the ‘New’ button a ‘New Plan’ popup form appears.

The user is prompted to select the plan frequency and either the current or next plan period instance.

Clicking on the ‘Create’ button will confirm the selections and open the plan for definition review.

Defining a new plan

Updated on March 23, 2025

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