<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Plans > Preview

The Preview function allows a user to view how the plan will look without having to publish it. In the Preview mode, no document files are copied and are available for viewing only.

To Preview a Plan

1.On the Plans page, click the Preview link.

2.Select the Cycle to be included. The selection will default to the current plan cycle.

3.Select the Format for the preview.

4.Optionally, select specific Field(s) to be included. (The default is all fields).

5.Optionally, select any Linked data to be included.

6.Click Submit. Depending on the size of the plan, the preview may take a few moments to generate.

Note: Previews in website format cannot be saved and will reset when the browser window is closed.