---
schema_version: "1"
id: a5cd05cd9187bed2bb6c594b7021f702739235f027057568860b258895e79730
title: Adjust Plans and Steps on Work
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_plans_adjust_plans_on_work.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_adjust_plans_on_work.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fad4547f808b539c56599775d0c59b4e5840cef524bffd97700a5faf32f2880d
description: Tweak work plans and work steps on a work order or work order line item.
products:
  - Field Service
release: "264"
---
# Adjust Plans and Steps on Work

Tweak work plans and work steps on a work order or work order line item.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d167106e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d167106e69 ">To add work plans on a work order or work order line item:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d167106e69 ">
              <p>Edit and Read on work order or work order line item</p>
              <p style="margin-bottom:0;">Create, Edit, and View All Records on work plan templates, work step templates,
                and work plan selection rules</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d167106e69 ">To add work steps to a work plan:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d167106e69 ">
              <p>Edit and Read on work order or work order line item</p>
              <p>Edit and Read on work plans</p>
              <p style="margin-bottom:0;">Read on work step templates</p>
            </td>

          </tr>
        </tbody>
      </table>

Sometimes it’s necessary to adjust plans and steps on a work order or work order line item. For example, suppose your company requires a new safety procedure on every job. Create a work plan template with the procedure, and use that template to add the plan to outstanding work orders. If you don’t have an existing template, you can use the **New** button.

To add a work plan from a work plan template, follow these steps.

1. On the work order or work order line item, select **Add Work Plans** from the action menu.
    
    ![Add Work Plans Action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_adjust_work_plans_on_work_orders.png)
2. Select one or more work plans to add from the list of work plan templates. You can search and select plans from your search results. The Show Selected link lets you see what’s selected.
    
    ![Add Work Plans to Work Order](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_add_work_plans_to_work_order.png)
3. Click **Add.** Added work plans and work step instances appear in the related lists.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note You can add work plans more than one time. We don’t prevent duplicates.

To add another work step from a work step template.

1. On the work order or work order line item, go to the Work Plans related list.
2. Select a work plan, or create a new one.
3. On the work plan record, select **Add Work Steps** from the action menu.
    
    ![Add Work Steps Action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_adjust_work_steps_on_work_orders.png)
4. Select work step templates and click **Add**.
    
    ![Add Work Steps to Work Plan](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_add_work_steps_to_work_plan.png)