How to Rename a Plan

1. Introduction

2. Manage

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

3. Edit Plan

In the Manage page, look for the plan you wish to change name and click Edit Plan

4. Edit Plan"

It will open the Edit Plan page

5. Name

Rename the plan using the Name text box

6. Type the new name

Fill in with the new name for the Plan

7. Save

Click Save

8. Click "2029 New Plan"

Once saved, the plan name will display with the updated name.

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