Build a plan from packages, bundles, and catalog items

Turn your catalog into a sellable and repeatable process by selecting packages. Reflect a client's unique needs by adding standalone bundles or catalog items.

Before you begin

• You have Analyst or Owner permissions.
• You have a draft or renewal plan already created, or an active plan you're revising.
• Your catalog already contains the packages, bundles, and catalog items you need.

Steps

1. Open the plan you want to build.
2. Select Edit Plan. For active plans, use Start Revision instead.
3. In the Packages section, check the packages you want included. The table shows bundle count, catalog item count, monthly revenue, cost, and margin per package.