Symbient Opta User Documentation
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Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
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Add Items to a Refund
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Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
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Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
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Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Modify Items on Plans

Prerequisites: Plans
Add Items to Plans
 Alternatives: None See Also: Delete Items


  1. Log into Symbient Opta and click on the menu options: Planning

    You will now see a list of any existing Plans.

  2. Select an existing Plan or add a new Plan and select the Plan tab.
  3. Click on an item and a Dialog will show with the option to Edit and Delete the item.
  4. Click Edit and a Dialog will appear with the item details.
  5. Change the details as required and click save.
  6. Once the item is successfully saved the plan will update automatically and the modified item will appear.
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