When setting up your institution's plans and template, you may want to create similar reporting templates for different functional areas. Additionally, over time you may decide to create new versions of your reporting templates that incorporate updated language and fields.

Planning site administrators are able to copy Planning templates within and across plans. Copied versions of templates are then editable for additional customization.

To copy a template, navigate to Settings > Plans. Open the Plan and Template you want to copy. Scroll down to the bottom of the screen, and select "copy."


Select the Plan you would like to copy the template into and click "copy." You can then navigate to that new plan, open the template (titled "Copy of ______") and make necessary changes.