Viewing and updating a plan

To view and update the plan details:

  1. Go to Plans (see Navigation). The list of plans is displayed (see Viewing the list of plans).
  2. Click the ID or name of the required plan. The plan details page with several tabs is displayed.



  3. Go to the required tab:
  4. 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).