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Edit a plan rule

Follow these steps to edit a plan rule.

  1. From the Navigation bar under Performance Planning, select Manage Plan Rules.
  2. Click the plan rule name you want to edit.

  3. Make changes to the plan rule and click Save.

Note: Clients with Plan Rules that were created prior to Release 6.065 (January 17, 2009) can update the configuration of a legacy Plan Rule by editing it and entering all required fields. The new configuration becomes effective as soon as the plan rule is saved.