Renaming a draft plan is quick and easy and can be done at any time.

Plans that can't be renamed are:

  • Working
    This plan will always be called Working for each year that you have created one.
  • Baseline
    Similar to Working, any working plans that you set to Baseline will be named as such.
    If there are multiple Baseline plans for a year, they'll be called 'Current Version', 'Version 1', 'Version 2' etc.
  • Archive
    If you want to rename an archived plan, you first have to move it back to drafts.

How to rename a draft plan

  1. Go to the Plan screen.
  2. Select the draft that you want to rename.
  3. Once your in the plan, click on the plan name and enter a new name.
  4. Click anywhere on the screen to save the changes.


NOTE: A plan's name will always include the year that the plan relates to.  

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