Edit an Opportunity Plan Structure

After you add a plan structure for an opportunity, you can make changes to that structure in the Opportunities area of the Resource Planning workspace.

To edit the plan structure for an opportunity, complete the following steps:

1. In the Resource Planning workspace, click to go to the Opportunities area.
2. Use the Find opportunity field to search for and select the opportunity.
3. To make changes to existing element names, project managers, or organizations, click on the element row and enter or select values in those fields.
4. To make changes to the structure, click Edit Plan Structure. Result: The Plan Structure grid switches to edit mode.
5. Do any of the following:
   • Click on a row to add a new element below that row at the same level.
   • Click on a row to delete that element and any lower-level elements under it in the structure.
   • Click or on a row to move that element up or down in the list of elements for that level.
   • Click or on a row to move that element to the next higher level or next lower level in the structure.

   If one of these options is disabled, that indicates that the action would create a structure that was not valid and thus is not allowed for that element row.

6. Click Save Plan Structure to save your changes.