Skip to main content
Plan Index

Learn how this page works as an index for all your custom plans

Michael Rodriguez avatar
Written by Michael Rodriguez
Updated over a year ago

The Plans index shows you every plan associated with an organization, who owns each, and when they were last updated.

  • Click “Display sub plans” in the upper right corner to view all segment P&Ls associated with each plan.

  • Click the star to save a plan or sub plan to Favorites, which then pins it to the left sidebar.

  • Use the three dot menu on the right of each plan to get a plan link for sharing, download the Excel file, or delete.

Did this answer your question?