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How to Edit a Plan

Steps to edit plans

Updated over 2 months ago

Plans store shared details and media that are reused when creating properties, helping ensure consistency and accuracy across your portfolio.

Plans are managed in Advanced and can be associated with one or more communities.

Edit a plan

Plan details control the default information used when creating new properties.

  1. Open Advanced
    From the main navigation, select Advanced.

  2. Open Plans
    Select Plans to view the full plan library.

  3. Select a plan
    Click the plan you want to edit.

  4. Edit
    Click Edit.

  5. Update plan details

    • Plan Name

    • Description

    • Statistics (square footage, bedrooms, bathrooms, garage)

  6. Save changes
    Click Save Changes.

All future properties created with this plan will reflect the updated information.

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