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Edit Plan Name

How to edit a Plan name in QuotaPath if you need to re-name your plan

In order to edit a Plan name in QuotaPath, first navigate to the Plans page by clicking 'Plans' on the left-hand navigation menu. Find the Plan you wish to edit and click the three-dot menu to the right of the Plan name. Select 'Edit plan details', enter the new plan name and click 'Save'.

Alternatively, you can click on the plan name, then once viewing the plan, click Edit Plan Details in the top right. Either way, you will be shown the same Edit Plan Details window where you can edit Name, Description, Start Date and End Date.

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