Adding equipment to investment plans

Select Operations > Investment Planning.

Select the investment plan for which to add equipment, and then click the Equipment tab.

Specify this information:

Equipment: Select the equipment to add to the investment plan.
Priority Override: Specify the override value for the priority of the equipment.

Click Submit.

Optionally, click Calculate Plan Priority to calculate and update the priority for all equipment attached to the header record

Optionally, click the Actions link button, and then select from the following options:

Option	Description
Calculate Plan Priority	To set the plan priority for all equipment.
Refresh Age Data	To recalculate the age-related data for all equipment where Age Refresh Required is selected.
Delete All	To remove equipment.