How to carry changes from a PCP or ISP template to existing PCP or ISP's?

From time to time you may make changes to your PCP template. These changes are not automatically pushed to all draft PCP's in process unless you update your PCP template accordingly.

There are 2 ways to update your PCP drafts in process with changes to your PCP Template.

1. When creating or updating a PCP activity in the PCP template section, click the option to Update and Push to All PCP Drafts.

OR

2. When in a person's PCP draft, click the option to Pull Latest PCP Template Tasks.