video1.0<iframe src="https://www.loom.com/embed/3bb82be8d0f0472f84d4ca308b1cf1c5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3bb82be8d0f0472f84d4ca308b1cf1c5-70c40f88d6e536ad.gif111.366667This Loom explains how to add and manage Plan parts for individual clients within a report. A plan provides optional step-by-step task detail built for one client, using a plan template set under Settings, Templates, Plan, where a default template is preselected. Plans are added on the client report under Settings by using Add Part with Type set to Plan, selecting an existing client plan, or creating one on the spot with Add Plan and choosing user access. It also notes that creating a new report with Carey over preserves the plan part from the prior report, while without Carey over you may need to add it again.