Changing plan copy locations

One of the most important pieces of information that Infor Public Sector stores for each plan copy is its location. To change the location of one or more plan copies, use Lookup Plan Copies. To edit other information for a plan copy, use Plan Tracking or the Reviews tab of the Application InfoViewer.

  1. Select CDR Common > Lookup Plan Copies.
  2. Look up the plan copies that you're moving to a new location.
  3. In the Plan Copies grid, select each copy that you're moving.
  4. Click Action and select Change Location.
  5. Specify the new location of the plan copies in the Location field.
  6. Record any comments in the Comments field.
  7. Click Save.