Editing parameters of plans

To edit parameters in an exported MS Excel file with the list of plans (see Exporting plans):

1. Open the exported MS Excel file.

2. Change the values in the following columns for periods and resources:
   

   • Period/Resource name — the period duration or the resource name.

   • Setup fee.

   • Recurring fee.

   • Renewal fee.

   • Transfer fee.

   • Overuse fee.

     Depending on the order type, the following fees are summed up:

     • For a sales order: Setup fee, Recurring fee.

     • For a renewal order: Recurring fee, Renewal fee.

3. Save the changes in the file.