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04.10.01 Changing the Discipline for a Plan or Page

Last Updated: 2022-06-16 14:41

Changing the Discipline for a Plan or Page

You can set Discipline in the Plan Set Editor (Plans) or in the Plan Organizer (Pages), whichever you choose. If you update a Page in the Plan Organizer, every Plan Set that includes the plan is updated automatically, and vice versa - if you update a plan in any Plan Set, all matching revisions are updated automatically along with the Page in the Plan Organizer.

There are three ways to update the Discipline for a Plan:

Discipline is set in the Plan Set Editor when you first load a Plan Set into the Plan Organizer or anytime after using the Plan Organizer or the Plan Set Editor.

Type in Discipline Name

For the Plan you want to move to a different Discipline, just place your cursor in the Discipline field and start typing.

change Discipline by typing name for new or existing Discipline

When you enter a Discipline name that does not exist, it is added automatically and available for other Plans.

Select Existing Discipline from Drop-Down

If you need to reassign a single Plan to a different, existing Discipline, you can click on the Discipline drop-down and select from the list.

click the drop-down in the Discipline field to change a single Plan or Sheet

If you need to change the Discipline for multiple pages, use drag-n-drop.

Drag and Drop from one Discipline to Another

You can drag and drop multiple Plans or Pages from one Discipline to another to move them in bulk.

Select the Plans or Pages you want to move, then grab their Move handle drag and drop handle .

drag and drop multiple folders to change the Discipline

Drag those selected Plans or Page over the Discipline to which you want to reassign these Plans or Page. The program gives you clear indication of where you are dropping the Plan or Page (as shown in the screenshot above).

Release the mouse button and the Plans or Pages are moved under that Discipline.

Changing Discipline in the Plan Organizer

We cover setting Discipline in the Plan Set Editor above, however, the process is very similar in the Plan Organizer...

change Discipline by typing name for new or existing Discipline

click here to view the previous article Why It is Best Practice to Organize Plans and Pages into Disciplines Changing the Order of Pages click here to view the next article



 

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