Edit Activity Plan Templates

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Job Aids

To edit an Activity Plan Template, follow the steps below:

Method 1

  1. Select a plan with DRAFT status by clicking on the plan tile.
  2. Click on the Edit icon from the top menu bar.
  3. On the Edit Activity Plan Template Window, access the General Information and Associated Activities screen to make edits and save the changes.

Note:

Do not click on the plan name since it directly opens the Edit Activity Plan Template screen which is another method to edit an activity plan.

Method 2

  1. Select an activity plan by specifically clicking on the plan name.

  2. Click on the Edit (Pencil) icon on the View Activity Plan Template.

  3. On the Edit Activity Plan Template Window, access the General Information and Associated Activities screen to make edits and save the changes.