Set plan template details

Open a plan template and select Details to maintain the reusable information copied into future plans.

You need permission to edit the plan template to use these controls. Permission to view a template does not by itself make its name, tags, notes, or Plan Flowers editable.

1. Use the edit control beside the template name when the saved template needs a different name.

2. Add Tags and Assignees when they help identify or organize the reusable setup.

3. Use Notes for reusable team-facing information, not a detail that belongs only to one future plan.

4. Add Plan Flowers when the template should offer a reusable floral starting point for its recipes.

Plan Flowers is a palette, not a purchase list or a finished recipe. A real retail plan receives its own date range when it is created. Use the real plan for dates and work that changes for one production period.