Copying A Plan

This article shows you how to copy a plan and create either a new plan or a new template from that plan.

Hover over your plan and click Copy.

Hover over your plan and click Copy.

Select your options.

Select your options.

1- Select to which service you want this plan copied to.

2- Choose if you'd like it copied as a template or as a plan.

3- Select how many copies of this plan you'd like.

4- Choose what to copy- plan items, notes, and/or people.

Note: Needed Positions will only copy if the Team and Positions already exist in the location that you're going to copy them to.

Click Accept when finished and your plan will be copied!

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