Manage a schedule profile

  • Updated on Sep 12, 2025
  • 1 minute(s) read
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Early access feature

This feature is currently available for early access. Contact your CSM for more information.

Edit a schedule profile

  1. Go to Roles > Schedule Profiles.

  2. Find and select the schedule profile you want to edit.

  3. Click the menu â‹® > Edit Details.

    Select the menu in the top right and select Edit Details.

  4. On the Schedule Details window, make changes to the fields as needed.

  5. Click Save.

  6. In the Schedule Details section, update the percentage for monthly or quarterly as needed.

  7. Click Save & Exit.

Delete a schedule profile

  1. Go to Roles > Schedule Profiles.

  2. Find the schedule profile you want to delete.

  3. Click the menu â‹® > Delete.

    Select the menu from the schedule profile and select Delete.

  4. In the Delete Confirmation window, type Delete then click Confirm.