Contents of the Create New Closing Plans Screen
Use the fields and options to configure the Create New Closing Plans screen.
Create New Closing Plans
| Field | Description |
|---|---|
| Copy from Closing Plan Name |
Enter, or click
|
| New Closing Plan Name |
enter a name for the new plan. |
| Offset Days |
Enter the number of days to be added to the start date of the original plan. The resulting date will be set as the start date for the new plan. |
| Create New Closing Plan |
Click this button to create a new plan. |
to select, the name of an existing plan you want to copy.