CapitalKnowledge

Composite Data Management > Basic Plan

Associating a Basic Plan

with a Design

You can edit the association of a basic plan with a Capital Systems Integrator design.

Note

Once you have associated a Pro Product Plan with a Capital Systems Integrator design, you can no longer associate a Basic Plan with that design.

Prerequisites

  • The project containing the design must be open in the Project Browser Window.

Procedure

  1. Right-click the design name and choose Edit.The Edit Design dialog box displays.

  2. Choose one of the following procedures: If you want to...

Do the following:

Associate a plan

Click the ellipsis (...) button next to the Plan field; the Associate Existing Plan dialog box displays.

Select the plan and click OK; the plan name displays in the Plan field on the Edit Design dialog box.

Note If a design is open in the diagram window and has no plan associated yet, you can also right-click a plan in the Project Browser Window and choose Associate with Active Design.

Change the associated plan

Click the ellipsis (...) button next to the Plan field; the Associate Existing Plan dialog box displays.

Select the new plan and click OK; the new plan name displays in the Plan field on the Edit Design dialog box.

Remove the plan association

Click the Remove plan association () button; the Plan field is empty and the association is removed.

Results

When a design is open and active in the diagram window, the associated plan is indicated by a small circle in the Project Browser Window ().

Parent Topic:

Basic Plan

Related Topics

  • Creating a Basic Plan

  • Exporting and Importing a Basic Plan

  • Defining Models in a Basic Plan

Capital Systems Integrator User Guide, 2512.2606

Unpublished work. © 2026 Siemens

Source: https://docs.sw.siemens.com/en-US/doc/861057055/202511026.capital_si_user/id775c590c-5ba3-4a18-837b-13f97288945f · retrieved 2026-07-18