Description
After creating a plan, you may need to update its details — change the title, reassign ownership, update objectives, or modify the group assignment.
Reasoning
Plans evolve. Strategy shifts, ownership changes, and objectives get refined. ProcessPro lets you update plan information at any time.
Quick Steps
Open the plan from the Plans summary page.
To change the plan name, click the plan name in the header and type the new name.
To edit other details, click the Edit Information tab (it's the default view).
In the right sidebar, click the Details tab to see and edit:
Owner — Reassign the plan to a different user.
Group — Change the business group.
Tags — Add or remove tags.
Click the Plan Template tab in the sidebar to change or assign a plan template.
Changes are saved automatically when you make them.
Restrictions
Only users with edit permissions can modify plan details.
Viewers cannot edit any plan information.
Important: Changing the plan owner does not transfer goal ownership. Goals retain their individual owners.
Further Information
Plan Detail Page Overview — Full tour of the plan workspace.
Delete a Plan — How to remove a plan you no longer need.