Creating a Plan

Before creating a Plan, it is necessary to create a Plan Category (see Creating a Plan Category), Service Term (see Creating a Service Term), Application Template (see Creating Application Templates), Product category (see Managing Product categories), and Product (see Managing a Product).

To create a Plan:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar, go to Plans (see Navigation). The list of Plans is displayed (see Viewing the List of Plans).
  3. On the Toolbar, click Create Plan. The New Plan page is displayed.
  4. Complete the following steps of the Creation Wizard:

A Plan can also be created from the Plans tab of the Product page (see Viewing the list of Product Plans).