# 1. Pre-requisites:

#### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW134125778 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char">Configure </span><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char">Asseto</span><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char"> Plan:</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span></span>

<span class="TextRun SCXW42174689 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW42174689 BCX0">List page of the </span><span class="NormalTextRun SCXW42174689 BCX0">Asseto</span><span class="NormalTextRun SCXW42174689 BCX0"> Plan configuration page involves:</span></span><span class="EOP SCXW42174689 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559739":160,"335559740":279}"> </span>

<span class="SCXW42174689 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW42174689 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-5ils6p5e.png)</span></span>

<div class="page-content" dir="auto" id="bkmrk-add-plan%3A-to-add-a-n"><div dir="auto"><div class="ListContainerWrapper SCXW134125778 BCX0" id="bkmrk-add-plan%3A-to-add-a-n-1">1. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Add Plan:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To add a new plan.</span></span>
2. **<span class="NormalTextRun SCXW134125778 BCX0">List View:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To display the existing plans configured in a dynamic table.</span></span>
3. **<span class="NormalTextRun SCXW134125778 BCX0">Edit Icon:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To edit specific plan.</span></span>
4. **<span class="NormalTextRun SCXW134125778 BCX0">Delete:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To </span><span class="NormalTextRun SCXW134125778 BCX0">delete</span><span class="NormalTextRun SCXW134125778 BCX0"> specific plan.</span></span>

</div></div></div><span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> </span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW134125778 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-parastyle="heading 3">Add New Plan:</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">User with the right permission can create new plan by navigating to Setting &gt;&gt; </span><span class="NormalTextRun SCXW134125778 BCX0">Asseto</span><span class="NormalTextRun SCXW134125778 BCX0"> Plan &gt;&gt; Add New Plan.</span></span>

<span class="SCXW11614110 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW11614110 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-gdiomlm8.png)</span></span><span class="EOP SCXW11614110 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-plan-name%3A-to-define"><div dir="auto"><div class="ListContainerWrapper SCXW134125778 BCX0" id="bkmrk-plan-name%3A-to-define-1">1. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Plan Name:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">To </span><span class="NormalTextRun SCXW134125778 BCX0">define</span><span class="NormalTextRun SCXW134125778 BCX0"> the Plan name.</span></span>
2. **<span class="NormalTextRun SCXW134125778 BCX0">Type of Plan:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">There are</span><span class="NormalTextRun SCXW134125778 BCX0"> 2 types of plans</span><span class="NormalTextRun SCXW134125778 BCX0"> in the drop-down</span><span class="NormalTextRun SCXW134125778 BCX0">. </span><span class="NormalTextRun SCXW134125778 BCX0">Custom &amp; Fixed.</span><span class="NormalTextRun SCXW134125778 BCX0"> Custom plan can be customized and Fixed Plan cannot be </span><span class="NormalTextRun SCXW134125778 BCX0">modified</span><span class="NormalTextRun SCXW134125778 BCX0">.</span></span>
3. **<span class="NormalTextRun SCXW134125778 BCX0">Description:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">To define the description of the Plan. Ex: Features of the plan.</span></span>
4. **<span class="NormalTextRun SCXW134125778 BCX0">Select Environment:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">There are 2 environments. Development &amp; Production.</span></span>
5. **<span class="NormalTextRun SCXW134125778 BCX0">Currency:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">All</span> <span class="NormalTextRun SCXW134125778 BCX0">countries'</span><span class="NormalTextRun SCXW134125778 BCX0"> currencies are available in the drop down. User can select the Currency in </span><span class="NormalTextRun SCXW134125778 BCX0">which the cost of the plan </span><span class="NormalTextRun SCXW134125778 BCX0">to </span><span class="NormalTextRun SCXW134125778 BCX0">be displayed.</span></span>
6. **<span class="NormalTextRun SCXW134125778 BCX0">Billing Cycle:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">The billing cycle options available </span><span class="NormalTextRun SCXW134125778 BCX0">are:</span> <span class="NormalTextRun SCXW134125778 BCX0">Weekly, Monthly, Quarterly,</span> <span class="NormalTextRun SCXW134125778 BCX0">Half Yearly, </span><span class="NormalTextRun SCXW134125778 BCX0">Yearly</span><span class="NormalTextRun SCXW134125778 BCX0">.</span></span>
7. **<span class="NormalTextRun SCXW134125778 BCX0">Cost:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">To define the cost of the Plan.</span></span>
8. **<span class="NormalTextRun SCXW134125778 BCX0">Discount:</span>** <span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">To specify the percentage of discount if any.</span></span>
9. **<span class="NormalTextRun SCXW134125778 BCX0">Cancel:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">To cancel the plan created.</span></span>
10. **<span class="NormalTextRun SCXW134125778 BCX0">Save:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW134125778 BCX0">To save the plan created.</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW134125778 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char">Configure </span><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char">Asseto</span><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-charstyle="Heading 2 Char"> Add-On Plan:</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>

<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Add Add-On Module </span><span class="NormalTextRun SCXW134125778 BCX0">Plans </span><span class="NormalTextRun SCXW134125778 BCX0">by navigating to Setting &gt;&gt; </span><span class="NormalTextRun SCXW134125778 BCX0">Asseto</span><span class="NormalTextRun SCXW134125778 BCX0"> Plan &gt;&gt; Add-On Module.</span></span>

<span class="SCXW65780961 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW65780961 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7utm1ysp.png)</span></span><span class="EOP SCXW65780961 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-add-ad-on-module%3A-to"><div dir="auto"><div class="ListContainerWrapper SCXW134125778 BCX0" id="bkmrk-add-ad-on-module%3A-to-1">1. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Add Ad-On Module:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To add new add-on plan.</span></span>
2. **<span class="NormalTextRun SCXW134125778 BCX0">List View:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To display existing add-on module pla</span><span class="NormalTextRun SCXW134125778 BCX0">n and related information.</span></span>
3. **<span class="NormalTextRun SCXW134125778 BCX0">Edit Icon:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To edit specific add-on plan.</span></span>
4. **<span class="NormalTextRun SCXW134125778 BCX0">Delete Icon:</span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To </span><span class="NormalTextRun SCXW134125778 BCX0">delete</span><span class="NormalTextRun SCXW134125778 BCX0"> specific add-on plan.</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW134125778 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0" data-ccp-parastyle="heading 3">Add Add-On Module:</span></span></span><span style="color: rgb(53, 152, 219);"><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span><span class="SCXW165405862 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW165405862 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ksxnlkgp.png)</span></span>

<div class="page-content" dir="auto" id="bkmrk-module-name%3A-to-desc"><div dir="auto"><div class="ListContainerWrapper SCXW134125778 BCX0" id="bkmrk-module-name%3A-to-desc-1">1. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Module Name:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To describe the module name.</span></span>
2. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Description: </span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">To define the description of the Module. Ex: Overview of the Module.</span></span>
3. <span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">**Currency:** </span></span><span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">All countries' currencies are available in the drop down. User can select the Currency in which the cost of the module to be displayed.</span></span>
4. <span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">**Cost:** </span></span><span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">To describe the Cost of the Module.</span></span>
5. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Storage:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To describe the Storage limit of the Module.</span></span>
6. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Cancel:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To cancel the add-on module.</span></span>
7. **<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0">Save:</span></span>**<span class="TextRun SCXW134125778 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW134125778 BCX0"> To save the add-on module.</span></span><span class="EOP SCXW134125778 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div>