Multi-Year Plans

Creating a Multi-Year Plan

1. From the project, click on the three bar menu and then click on "Multi-Year Plan"

2. From the Multi-Year Plan creation table, fill out all of the following fields, including:

1. Add a plan name.
2. Set start year for plan.
3. Set a number of years for the plan.
4. Enter pricing method, annual percentage increases and any additional costs.
5. Select the trees by year to be included in the plan.
6. Review all remaining fields and enter any additional details.
7. Click on preview to preview your Multi-year plan.

3. A preview of the plan will then open for you to review before saving

4. Once you click Save, you will receive the following message:

5. You will then receive an email with the link to your plan:

6. Click on the link to open the Multi-Year Plan:

7. Click on the link to open the Multi-Year Plan: