Capital Configuration Optimizer- Product Planner > Product Planner Concepts > Pro Product Plan

Associating a Pro

Product Plan with a Design

You can edit the association of a pro product 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

Right-click the design name and choose Edit.The Edit Design dialog box displays.
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. If the Capital Systems Integrator design is associated with a pro product plan but you have no Capital Configuration Optimizer license or it is not enabled, then the ellipsis (...) button is unavailable.

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:

Pro Product Plan