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64. Manage VPlans

64.1 View or search currently loaded VPlans

To view or search a list of currently loaded VPlans:

  1. Click the hamburger icon at the top of the window, and then click VPlans.

    A list of currently loaded VPlans is displayed.

  2. To search for a VPlan by name, enter the VPlan name in the search box.

    If the VPlan you are looking for is not in the list, you can upload it to the server as described in Upload a VPlan.

64.2 Select a currently loaded VPlan to edit

To select a VPlan to edit:

  1. Click the hamburger icon at the top of the window, and then click VPlans.

    A list of currently loaded VPlans is displayed.

  2. Click the name of the VPlan you want to edit. Only the base VPlan is available for editing. VPlan views, identified by an icon in the name cell, are intentionally locked to prevent editing and preserve consistency and traceability.

    The editor opens, displaying the VPlan hierarchy in the left-hand pane.

Note

You can also edit the VPlan associated with the current workspace by clicking the VPlan tab down arrow and selecting Edit VPlan in the workspace window.

64.3 Replace or clear a VPlan

To replace or clear a VPlan from a workspace:

Click the VPlan tab down arrow in the workspace window and select Replace VPlan or Clear VPlan from the list of options.

When you click Replace VPlan, a list of available VPlans is displayed. When you click Clear VPlan, the default VPlan is loaded.

When the VPlan is replaced, the [VGrade][calculate-the-vgrade] is automatically recalculated.

64.4 Delete a VPlan

To delete a VPlan:

  1. Click the hamburger icon at the top of the window, and then click VPlans.

    A list of currently loaded VPlans is displayed.

  2. Click the checkbox to the left of the names of the VPlans you want to delete.

  3. Click the Trash icon in the top right corner.

  4. Click Apply in the dialog box.

Note

  • You can delete only the VPlans you created (refer to the Permission column to identify them).
  • Deleting a VPlan will also remove all its associated VPlan views, as indicated in the confirmation dialog box.

64.5 Download or copy a VPlan

You might want to download a VPlan in order to archive it in a repository. The file is downloaded in JSON format and can be edited or annotated with comments as needed.

To download or copy a VPlan:

  1. Click the hamburger icon at the top of the window, and then click VPlans.

    A list of currently loaded VPlans is displayed.

  2. Click on the name of the VPlan you want to download or copy.

    The editor opens, displaying the VPlan hierarchy in the left-hand pane.

  3. Click Download or Copy in the top right corner of the editor.

Note

You can also download or copy the VPlan associated with the current workspace by clicking the VPlan tab down arrow, selecting Edit VPlan in the workspace window, and clicking Download or Copy in the top right corner of the editor.

64.6 Use VPlan Editor keyboard shortcuts

You can use keyboard shortcuts to quickly update a VPlan in the editor.

Note

If you select multiple nodes, the action is applied only to the last selected node. The previously selected nodes remain unchanged. For example, if you select a section, then select an item, and hit "Ctrl + b", a new sibling item is added to the selected item node. The selected section is unchanged.

Function Keyboard shortcut
Insert sibling node Ctrl+b
Insert child item Ctrl+i
Insert child section Ctrl+s
Delete node Delete
Select a single node space
Select multiple nodes Shift+up/down arrow
Expand node right arrow
Collapse node left arrow