Add plan events based on an existing plan

You can select an existing plan and add the events to a new plan level. You can search for the existing plan that the new plan will be based on, or select it from your recently viewed, copied, and favorited plans.

Procedure

1. View the program timeline for the program and then select the plan level you want to add plan events to.
2. Click More Commands > Manage > Add Plan Events.
3. In the Add Plan Events panel, do one of the following to select the plan event:
   • Select the event from the Palette tab: if you recently copied the event, select it from the CLIPBOARD section; if you added the event to your favorites, select it from the FAVORITES section; if you recently viewed the event, select it from the RECENT section.
   • Search for the event: click the Search tab and enter your search criteria, then select the plan from the search Results.
4. Click Add a Copy. The plan is added to the Add A Copy section of the Add Plan Events panel.
5. Specify a date for the Prime Event Date.

Note: The properties for Source and Target Plan Level cannot be changed because they are based on the plan events you selected in step 1.

6. If you want to include the checklists and deliverables from the event, select the Include Checklist and Include Deliverables checkboxes.
7. Click Add to add the plan events to the program timeline.

Program Planning, 2606 — Unpublished work. © 2025 Siemens