This documents explains the new Plan Management screen and how to add/copy/delete plans
In the Plan Management screen, one can see both Supply and Demand plans and switch between them by selecting the desired one. The selected is shown with the red tick mark
![]()
Select/Deselect plans
When there are multiple plans, the plans that are visible can be changed by clicking on the red tick to display all plans. From this screen, we can add or remove plans that are visible
![]()
Sections
Each Plan Information is divided into relevant sections as shown below for supply and demand plans
![]()
Edititing
- To Edit any plan information or create new plans, click on the edit button to the right.
- This opens the Edit bar for each plan where users can edit/copy/delete a plan.
- A new plan can also be created from the New Plan Button

The three Edit Options are - Edit Plan:
- Copy Plan
- Delete Plan
Edit Existing Plan
Once we click on the Edit Button, the plan is now in edit mode where users can change the values for the parameters.
![]()
- The edit type for fields is generally a dropdown, text edit, numeric edit or a date edit.
- Some parameters which are dependent on other parameters value are only available for edit when the main parameter has the required value to enable editing for the dependent field as shown below

Copy Plan
Under Edit Mode, copy plan will copy an existing plan as a new plan. The new plan can only be saved once the “CD” value has been modified as it is the unique key
![]()
Delete Plan
In Edit Mode, click on the delete button to delete a plan. A confirmation pop up will ask to confirm the plan deletion.
![]()
New Plan
Under Edit Mode, click the new plan button to create a brand new plan. The new plan will have some default parameter values that can be edited.
