Add a plan change choice

Plan change choices list the plans and plan options available to switch between in the change group.

This task explains how to add a plan change choice.

  1. On the Billing tab, click Plan Change matrices...
    The Plan Change Groups page is displayed.
  2. Click Edit to the right of the required plan change group line entry.
    The Plan Change Group properties page is displayed.
  3. Click Add.
    A blank Plan Change Group Choice page is displayed.

    Figure: Plan Change Group Choice page

    Screenshot of the Plan Change Group Choice page
  4. Select a plan option from the Managed Plan drop-down.
    You will need to create a choice if the drop-down is empty. For more information, see Create a new plan change choice.
  5. Complete the required fields. For more information, see the Plan change properties.
  6. Click Save.
    The Plan Change Group page is displayed.
  7. (Optional) Click Add to create additional plan change choices.
  8. Click Save. The Plan Change Groups page is displayed.