What is the sequence to access Foundational Planning for a client?

What is the sequence to access Foundational Planning for a client?

• A. Open client overview > click their name > click foundational planning
• B. Open client list > select planning tab
• C. Click New Plan > Foundational Planning
• D. From Home, open Foundational Planning

Answer: (A)

You access Foundational Planning within a specific client’s workspace. Start by opening the client overview, then click the client’s name to open their details, and finally click Foundational Planning. This sequence ensures you enter the Foundational Planning context that’s tied to that particular client, so the planning you work on applies to the correct profile.

The other paths don’t consistently lead to the same client-specific planning view: a general client list with a planning tab isn’t guaranteed to load Foundational Planning for a chosen client, starting a New Plan may create a different type of plan, and going from Home may not attach you to a specific client’s planning session.