Viewing saved Plans

Use this guide to compare and view existing saved plans.

The easiest way to compare existing saved plans is in the Drivepoint platform:

1. Navigate to the Drivepoint Platform

2. Click on "Plans" on the left sidebar

3. Select and compare various saved plans

Would you like to change the name or description of saved plans?

1. Click on the "..." in the "Plans" webpage

2. Select "Edit" to change names or descriptions

Would you like to clean up the "Plans" View?

1. Click on the "..." in the "Plans" webpage

2. Click "Archive" to remove any plan (❗️cannot be undone)

Secret Tip🤫: You can also see a list of all plans in the Excel Add-In

1. Select the Drivepoint Add in menu

2. Click the View Plans icon in the Excel Ribbon

3. View your saved Plans and summaries. You may need to scroll to see all your saved plans.