You may need to add Plans, rename Pages, change Discipline or other Plan Details, or delete Plans from a Set. We cover editing an existing Plan Set in this article and adding a new (revision) Plan Set next article.
Editing an Existing Plan Set
On the Project and Bids List, expand the project to which you want to add a Plan Set and click on a Bid's 
button. (Even though Plans are shared between all Bids in the Project, the Plan Organizer is opened for an individual bid.)
The Plan Organizer opens (we made the Plan Organizer wider so we could see all the columns).
The Plan Organizer opens in "locked" mode, click the 
button in the lower-right corner to unlock it (notice, you now see Cancel and Save buttons).
In the header of the existing Plan Set, click the 
button to the right of the name of the Plan Set, the Plan Set Editor opens.
At this point, you can make whatever changes you want to this Plan Set.
Adding Plans and Pages
Click the 
button to add additional Plans and Pages to it - a Browse for Folder dialog box will open - navigate to the folder that contains the Plans you want to add - remember, CCTO adds every supported file in that folder.
To add one or two Plans from a large number of files, just copy them into a New Folder and select that New Folder.
Deleting Plans and Pages
Click the X to delete a Plan from this Plan Set
If you delete a
Plan from a
Project and there are no other Revisions for that
Page, you delete the
Page from the
Project (all Bids). However, if a
Page has at least one other
Plan associated with it, the
Page is not removed from the
Project, just this
Plan Set. If in doubt, return to the
Plan Organizer and verify a
Plan exists for this
Page in at least one other, Active
Plan Set.
You are prompted to confirm deleting a Plan (at this point, CCTO is being extra cautious because it does not know if there are other Plans associated with a Page within this Plan Set Editor.
You will be prompted a 2nd time - it's that important!
Renaming Pages
Click twice (not double-click) in the Page Name field to put it in Edit mode and then update the Page Name to match your Plans.
Why does this matter? When you are working in a Bid, the Page Name is shown in the Page Navigator:
And the Page Area Name and the name of the Takeoff Window:
Changing Discipline
Select one or more Pages and drag-n-drop from one Discipline to another.
In addition to changing the Details about each Page, when you are collating your Pages, typically you need to rearrange/reorder them. You do that in the Plan Organizer, not in the Plan Set Editor.
What are Revisions (or Addenda Sets or Issues)?