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Add, Edit, or Delete a Phase Plan

How to add and delete phase plans

Written by Jason Lyon

How to add and delete new phase plans, as well as edit, copy, and lock existing plans.

  1. To add a new phase plan to your project, select the "+ Plan" option above the list of current phase plans

  2. To edit, lock, or a copy a plan, click on the three dots next to the right of the plan name.

  3. To delete a plan, click on the three dots to the right of the plan name, select Edit, and then Delete.

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