Activating the Checklist menu

You must perform some cofigurations to activate the Checklist menu in Plan.

About this task

To activate the Checklist menu, complete the following steps:

Procedure

  1. Select Settings > Plan settings.
  2. Click Unica Plan Upgrade.
  3. Ensure that Upgrade Configuration is checked. If not, select it.
  4. Click Upgrade.
  5. Post upgrade, select Settings > Plan settings.
  6. Restart the server.
  7. Select Synchronize Menus.
  8. Log out and log back in.
  9. To verify, select Plan menu. You will see the Checklist menu item in the list.