Edit a Plan Outline
After you create a plan outline, you can return to the outline at any time to make necessary changes. These changes do not, however, affect plans to which the outline is already assigned.
Edit an existing plan outline
From Prospects, select Major giving setup under Configuration. The Major Giving Setup page appears.
From the Plan Outlines tab, select the outline you want to edit.
Select Edit. The Edit plan outline screen appears.
Make any necessary changes. For information about the items on this screen, see Manage Plan Outlines.
Select Save to save your changes and return to the Plan Outlines tab.