# Plans

_Applications › Configuration_

![Plans](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a228396d14faa62fb3b6f1d4174b7641.png)
*Plans*

## Overview

Use Plans to review plan records and their listed price, creation date, modification date, and active status. This view is useful when you need to locate a specific plan, compare displayed prices, or work with plan-related attachments.

## Workflow

1. Review the available plan records in the Plans view. Use the **Plan**, **Price**, **Created at**, **Modified at**, and **Active** columns to identify the record you need.

2. Decide whether you need all plans or a narrower result set. To find a particular record, enter relevant text in the **Search box**, then select **Apply filter** to refresh the displayed records.

   > **Tip:** Use the plan name or a distinctive price value when filtering to reduce the number of records to review.

3. When you need to work with a record in the displayed results, use **Select** to mark the applicable plan.

4. Decide whether supporting documentation is required. Select **Attach**, then add the file by using the upload area labelled **or Drop a file here**. Select **Ok** to complete the attachment action.

   > **Note:** Review the selected plan before attaching a file so that supporting documents are associated with the intended record.

## Examples

A sales manager needs to review the plan named “Annual Service Plan” before discussing its commercial terms with an account.

1. In the Plans view, enter `Annual Service Plan` in the **Search box**.
2. Select **Apply filter** to display the matching result.
3. Review the plan’s **Price**, **Created at**, **Modified at**, and **Active** values.
4. Use **Select** to mark the plan if further action is required.
5. If a supporting commercial document must be retained with the plan, select **Attach**, add the file using **or Drop a file here**, and select **Ok**.

## Tips

> **Tip:** Use the **Modified at** column to distinguish between records with similar plan names.

> **Warning:** Check the **Active** column when reviewing plans to ensure that you are working with the appropriate record.

## Troubleshooting

- **Symptom:** The required plan is not visible.  
  **Likely cause:** The current filter does not match the plan.  
  **Fix:** Revise the text in the **Search box** and select **Apply filter** again.

- **Symptom:** A file has not been added.  
  **Likely cause:** The attachment action was not completed.  
  **Fix:** Select **Attach**, add the file through **or Drop a file here**, then select **Ok**.

## Related pages

- [Home](doc:configuration-home)
- [Reports Settings](doc:configuration-reports-settings-edit-record)
- [Configuration — Learning Path](doc:workflows-configuration)
- [Configuration — Overview](doc:configuration-overview)
- [Getting Started with Configuration](doc:configuration-getting-started)
- [Departments](doc:configuration-company-departments)
- **Item Categories**
- **Reactivationreasons**
- [Dashboard Settings](doc:configuration-dashboard-settings-edit-record)
- [Default Layouts](doc:configuration-default-layouts)
- [Features](doc:configuration-features-record)
- **Serial Combinations**
- [Subscriber](doc:configuration-subscriber-edit-record)
- [Subscription Invoices](doc:configuration-subscription-invoices-edit-record)
- [Warehouse](doc:configuration-warehouse-edit-record)