Editing a Multi Year Plan

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From the desktop navigation tab, click on Sales and then select Manage Multi Year Plans.

From the plans table, highlight the plan you would like to edit and click on the pencil icon.

Screenshot 2026-01-05 at 11.31.25 AM.png

 

The plan will open in edit mode with the previously saved options selected. 

To edit timing, objective, hours and price attributes:

  1. Highlight the selected trees 
  2. Enter the new attribute information

To edit the selected years assigned to the trees:

  1. Highlight the trees to edit
  2. Enter the updated years in the "Select Years" field

Click on the disk icon in the top right to save the new plan.

Screenshot 2026-01-05 at 11.38.43 AM.png

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