Edit Plan Information / Delete a Plan

The StrataSite™ Portal allows you to quickly and easily edit basic Plan Information (Title, Location and associated Parent Project) and Delete Plans.

In this article, we will explain:

  • How to edit Plan Information
  • How to Delete a Plan

EDIT PLAN INFORMATION

To edit a Plan's Title or Location, or change its associated Parent Project, navigate to the Plan's current Parent Project from the Portal Home Page. 

Click the Edit Plan Information pencil icon (Fig. 1) near the lower-right corner of the Plan's card and the Edit Plan Information screen will appear (Fig. 2). 

Figure 1. The Edit Plan Information pencil icon
Figure 1. The Edit Plan Information pencil icon
Figure 2. The Edit Plan Information screen
Figure 2. The Edit Plan Information screen

The Plan's new Title or Location can be entered in the respective fields.

If you would like to move the Plan to a different Project, select the preferred Project from the Parent Project drop-down menu.

Once complete, click the Save button.

DELETE A PLAN

To Delete a Plan, navigate to the Plan's current Parent Project from the Portal Home Page. 

Click the Edit Plan Information pencil icon (Fig. 1) near the lower-right corner of the Plan's card and the Edit Plan Information screen will appear (Fig. 2). 

Click the Delete button near the lower-right corner.