<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Control Panel > Manage Plans > Copying a Plan

You can copy an existing plan rather than creating a new plan. This is useful if you are using a similar plan structure across multiple entities, such as departments or programs.

Once you have copied a plan, you can edit the new plan using the Build function if you want to change certain rows or the Fields function to change the input fields.

To Copy a Plan

1.Click the Copy link next to the source plan you wish to copy

2.Edit the Title and Description. Note that you cannot have two plans with an identical title.

3.Edit the Row and Column Labels if appropriate.

4.Check Report Target if you want to allow other plans or surveys to link to this plan.

5.Check the Fields you want to copy. Note that no existing input is copied.

6.Click Submit