Skip to main content Skip to complementary content

Editing plans

Plans in the Qlik Analytics Migration Tool can be modified at any time to reflect updated migration requirements, such as adjusting object configurations, renaming the plan, or changing connections and settings.

This page outlines the steps required to edit an existing plan.

Steps to edit a plan

Do the following:

  1. Navigate to the Plans tab
    From the main navigation bar, open the Plans tab.

  2. Locate the plan:
    In the list of available plans, find the plan to be edited.

  3. Click the Edit button
    Under the Actions column, click the Edit button associated with the plan.

  4. Make the required changes
    Modify any editable fields such as plan name, selected connections, object configurations, or metadata mappings.

    Information note

    Changes made within the plan editor will be saved automatically after the initial creation. To update object metadata for apps, spaces, users, or other items, use the dual-view table in the plan interface.

  5. Verify updates
    Once changes are made, a notification will appear at the top of the interface confirming the plan has been updated.

Next steps

To delete a plan, see Deleting plans.

To create a new plan, see Creating plans.

To associate a plan with a migration context, see Managing projects.

Visit the discussion forum at community.qlik.com

Did this page help you?

If you find any issues with this page or its content – a typo, a missing step, or a technical error – please let us know!