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Ability to remove final plans from the plan drop down and only have these available in the compare and summary compare area

See this idea on ideas.ibm.com

Currently all the plans are available in the drop down but you can only edit new and open plans.   it would be good if you could hide the final plans but have them available in the expense tab as a drop down and the summary/dashboard report as a compare to plan

Idea priority Medium
  • Admin
    Ngoc Le
    Reply
    |
    Mar 5, 2025

    We're developing a feature that enables Admins to create Folders for better plan organization. Additionally, Admins will have the ability to tag a plan as "Active," so that it appears at the top of the Plan dropdown list for easier access.