Duplicate Plan

You can duplicate a Regular and Pool Plans when you want to create a different plan with similar settings. When you create a duplicate plan the new file carries the same name as the original with the notation Copy of.<original plan name>.

A screen capture of the Duplicate Plan dialog box is shown here.

To duplicate a Plan, do these steps:

1. Select Catalog |Plans from the Navigation sidebar.
2. Select the Regular Plans or Pool Plans tab.
3. Scroll the table and click the Actions icon for a specific plan.
4. Select Duplicate Plan to display the Duplicate Plan properties dialog box.

NOTE: The Duplicate Plan dialog box contains different settings for Regular and Pool Plans

5. Modify the Duplicate Plan Properties as and click Create. The new plan is added to the Billing Plan table.