Saving a Plan as a Personal Version (Level 2/3 Users only)

To save the current plan as a personal plan version:

1. Click the Save & Downloads heading in the panel to the left of the plan to expand the panel.
2. Click Save as Personal.
3. Enter the second part of the label and description for the personal plan version. The first part of the label is predetermined and may not be altered as it identifies the plan this version is based on and that it is a personal plan.
4. Click Save.