How to Clone a Plan

1. Introduction

2. Manage

On the Strategy application, select Manage in the top navigation bar.

3. Find a Plan

In the All Plans list, find the plan you wish to clone and select the three dots button. 

4. Select Clone Plan.

Select Clone Plan.

5. Name the plan

Name the plan in the Clone Plan window

6. Click "Clone Plan"

And then select the Clone Plan button.

7. Cloned Plan

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

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