Open the Planning Bank
From the home page, click Open Package under Planning Bank.
Copy the default bank
In the Actions column of Default Planning Bank, click the Copy icon.
Note: The Default Planning Bank cannot be edited. Always work on a copy.
Close the message
A message confirms the copy was created. Click Close.
Rename the copy
Click the Edit icon of the new copy and type a name for your bank.
Use it in your projects
When you create a new project, select your copy in the Planning Bank field. Everything you add to it (items, relationships, norms) is kept for your next projects.
How to Make Your Own Copy of the Planning Bank?
Work on an editable copy instead of the default bank
Guide 5 of 6 in Getting Started
