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How to Create a Plan

Steps to create a new plan

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.

Create a New Plan

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

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

  2. Click Add New
    Click Add New to create a new plan

  3. Input Required Plan Details
    Fill out plan details such as Name, Sq Ft, Bedrooms, Bathrooms, and Garage

  4. Create Plan
    Click Create

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