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Manage plan periods

The Manage Plan Periods screen page allows Client Administrators to add, edit and delete plan periods.

The plan period contains the beginning and ending dates for the goal plan. It is important to remember that each plan period is uniquely tied to a plan rule. Client Administrators must create a new plan period prior to creating a new plan rule.

Plan periods are the start and end dates for the goal plan.

In this section

Add a new plan period

Edit a plan period

Delete a plan period