Correct the plan and what that changes

A plan you can read is not yet a plan you can change. Four things on the board can be changed after it exists, and each one does something different.

The four changes

Every edit is a deliberate act. Change this opens an editor, Escape closes it without writing, and only one editor is open at a time.

Correcting a fact, the goal or an answer

Change it and it is saved. The plan under the goal then carries an Out of date badge and a card that lists, in your own words, what you changed since it was built.

That card offers Build the plan again. It never fires on its own:

• Building is the paid call, and there is a daily cap.
• The plan on screen may already have campaigns started from it.

You can also press Keep this plan and carry on with what you have.

What a rebuild does

• It replaces the plan, including the steps you have not started.
• It keeps any step that already became a campaign, and the directions above it, and names them under “What the rebuild keeps”.
• The old plan stands until the new one is written, so a build that fails leaves you the plan you had rather than an empty board.
• If a generation was already running for the board, the board joins that one rather than buying a second.
• If the daily cap is spent, nothing is rebuilt, and the card says both things at once: no rebuild today, and what you changed is saved.

Changing how many influencers a step contacts

You can type a number, and the board shows it, but:

• It is not saved. The board still holds the plan above it.
• It is not repriced. The card says so rather than printing a cost nobody computed.
• If you start the step anyway, it is started from the plan as saved, and the board tells you the two numbers differ.

If you want the counts to actually move, use the budget fit below.

Fitting the plan to a budget

On the cost card, Fit this plan to a budget asks what you can spend a month.

The preview is free. No model call, nothing written. It shows:

• every step that comes down, and to what
• every step that falls out, with what it would have cost
• every step that was dropped at a smaller budget and fits again at this one
• the fitted total, badged with the weakest basis it is made of
• the reserve, taken out of the budget first, before the steps are fitted into what is left

Accepting it writes. Press Fit the plan to this and the server refits the same budget itself and stores each moved step’s count and its whole recomputed set of figures. Afterwards the counts on the cards are the ones you accepted.

Two things the fit will not do:

• It never touches a step that has already become a campaign, which is why the board’s total can end up larger than the budget you asked for. The board says so when it happens.
• It never trims the reserve to make the plan fit.

Dropped steps

A step the budget does not stretch to stays on the board, greyed, marked Out of plan. It cannot be started and it is left out of the totals. It keeps its figures, and it comes back on its own if the budget goes back up.

Related

• Read the board, steps, budget and timing
• Turn a step into a campaign