Plans store shared details and media that are reused when creating properties, helping ensure consistency and accuracy across your portfolio. Plans must be associated with a community before they can be selected when creating properties.
Plans are managed in Advanced and can be associated with one or more communities.
Add plans to a community
Open Communities
Go to Advanced → Communities.Select a community
Click the community you want to update.Manage plans
In the Setup section, locate Plans.Add plans
Click Add Plan
Search for existing plans or create a new one
Select the plans to make available in this community
Save changes
Click Save Changes.
Only the selected plans will be available when creating properties in this community.
Add a community to a plan (alternative)
You can also associate plans with communities from the plan itself.
Open Plans
Navigate to Advanced → Plans.Select a plan
Open the plan you want to update.Edit communities
In the Communities section, click Edit.Select communities
Choose one or more communities from the list.Save changes
Click Save Changes.
This method is useful when assigning a single plan to multiple communities.