Workaround: Re-Order Resource Plan Types

  • Updated

What if my Resource Plan Types are out of order? I do not have a way to re-order them. Here is an interim solution until we can add the up and down arrows.

Go into the Resource Plan Types

Add the Financial Plan in Available Apps for each Plan Type

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Go into the Financial Planner and put them in the order that you would like them to show up

Go to Resource Plan type and refresh the page and make sure it is in the correct order

Remove the Financial Plan from the Resource Plan Type

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