Once a plan is created, you can manage the plan in the Plan List using the available actions for each plan. You can View, Edit, Assign, Copy, or Delete each plan. All the plans in the list, if selected, can be deleted at once.


  1. Select the pencil icon to Edit the plan.
  2. Click anywhere in the line item to View the plan.
  3. Select the check box for a single plan to perform any action.
  4. Select the checkboxes relevant to multiple plans to Delete in bulk.