Duplicating a plan

You can duplicate a plan from the:

  • Card view of the Overview page.
  • List view of the Overview page.
  • Details page of a plan.

At any time you can edit the name and description by opening the Plan Properties panel on the left.

  1. Hover over the card of the plan you want to duplicate to activate the card actions on the bottom of the card.
  2. Click Duplicate. A plan name is generated based on the current plan name. The Details page showing the data dictionary displays.