Viewing and updating a plan
To view and update the plan details:
- Go to Plans (see Navigation). The list of plans is displayed (see Viewing the list of plans).
- Click the ID or name of the required plan. The plan details page with several tabs is displayed.
- Go to the required tab:
- General — general information about the plan and billing (see Editing general information about the plan).
- Subscriptions — the list of subscriptions to the plan (see Viewing the list of subscriptions).
- Plan Periods — the list of periods of the plan (see Updating plan periods).
- Plan Resources — the list of resources of the plan (see Updating plan resources).
- Application Templates — the list of application templates used for the current plan (see Viewing the list of application templates).
- Switchable Plans — the list of plans available for switching (see Managing switchable plans).
- Log — the history of operations with the plan (see Viewing an object log).
- Scenarios — the history of the automatic operations based on scenarios (see Viewing the list of the automatic operations).
- If it is necessary to update the plan details, edit the required parameters.
For plans delegated from the upstream reseller (Delegated = Yes), several plan parameters are not available for manual updating by the current reseller. These parameters are updated automatically when the upstream reseller updates the plan (see Delegated plans synchronization).
For plans published in Vendor Portal, on the distributor level and all downstream resellers levels, the names of plans and resources are not available for manual updating. The names of plans and resources are updated automatically when a vendor publishes the plan changes in Vendor Portal (see Synchronization of products and plans between Vendor Portal and ActivePlatform).