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FAQ/Job Plans - Can I see the Job Plan details before copying it to my site?

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Frequently Asked Question re: Job Plans in the Planner Portal

When you are in the Copy Job Plan Screen, it is possible to see the details of a plan before copying it over to your site by simply clicking on the "eye" icon at the end of the line.

This will open a separate window with a read-only view of the job plan for your review.  This is a nice feature because you can compare Job Plans to ensure you find the one that most closely matches your needs.

  • Using the view option by clicking on the Eye icon allows you to keep your filtered view, and move through the copy process more efficiently.
  • It also saves you from unnecessarily copying job plans to your site if they really don't fit your needs.

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