Kindly follow the below steps to add/setup each project's Plan Groups and Plans:
1) Make sure you are logged-in to the right project using the Web Dashboard of the Onsite System.
Only if you are logged-in with "Project Admin" privileges will you be able to see the "Setup" menu item on the left.
Click on "Setup"
Click on the "Plans" sub-menu item under the "Setup" main menu item
1) Each Plan Group will have a set of Plans.
To Add a new Plan Group, click on the down arrow next to Plans title and choose Add Plan Group
A new popup modal will open to add the plan group name
After clicking on the Add button, the new plan group will be added at the bottom of the page with the ability of adding new plans
2) You can also choose the main plan which is the plan that will open by default, by clicking on the down arrow next to Plans title and choose Set Main Plan
A new popup modal will open with a drop down list with all the plans names
3) You can also either collapse or expand all the Plan Groups by clicking on the down arrow next to Plans title and choose Expand All / Collapse All. By default the items are expanded
4) On the right side, you have the ability to search Plans in all the Plan Groups by typing the Plan Name in the search box and clicking on Search button. And to get all the Plans back again, click on the Reset button
5) To Edit a Plan Group, click on the down arrow next to each Plan Group name and select Edit Group
A new popup modal will open to edit the plan group name, the plan group sort and to activate or deactivate the group
6) You can upload Plans to each Plan Group either by clicking on the down arrow next to the Plan Group name and choosing Add Plan(s) or by clicking on the last element in the plans grid
A new popup modal will open with the ability to upload one or more plan. If only one plan is uploaded, you can rename the Plan Title, otherwise, the Plan Titles will be the filenames of the uploaded images. In order to select multiple images, click on the Browse button and select multiple image.
7) You can clone or copy plans by clicking on the down arrow next to the Plan Group name and choosing Clone Plans and clone the locations as well.
8) On the right side or each Plan Group, you have the ability to search Plans in the selected Plan Group by typing the Plan Name in the search box.
9) To Edit the Plan, you can hover the mouse over the plan box, and the edit button will be shown
A new popup modal will open, with the ability of changing the Plan Group, Plan Title, Plan Sort, Plan image and activate or deactivate the plan
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