How to: Create a Plan

  1. Click the Plans tab in the main navigation area
  2. Click on the Plans sub-tab
  3. Select New Plan from the Add dropdown menu

4. Fill out new plan name & description

5. Add pre-defined role(s) to new plan by selecting them from the dropdown

6. Add additional cost and duration details

7. Select whether to make active, then click the Submit button to save new plan