How can I create multiple program or plan designs at one time?

By using the integrated workbook, you can create multiple program or plan designs at one time.

In the Plan Configuration work area, on the program or plan Search Results section toolbar:

  1. Click Prepare in Workbook.

  2. Enter basic program or plan details using the integrated workbook.

  3. Save the file locally to share the program or plan designs with others.

  4. Upload the finalized programs or plans to the application database.

The default characteristics of the programs or plans that you upload from the workbook are the same as those created using the Quick Create program and plan methods.