How to Create a Blank Plan

1. Introduction

Introduction

2. Manage

Select Manage in the top navigation bar of the Strategy application.

Manage

3. Create Blank Plan

Navigate to "Create Blank Plan" In the All Plans list

Create Blank Plan

4. New Plan Name

Enter a name for the new plan then select Create.

New Plan Name

5. New Plan

The new plan will now be listed in the All Plans list. Select the name to be taken to the plan to begin entering information.

New Plan

This guide covered the steps required to How to Create a Blank Plan in Causey.

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