Creating Service Plans

This page provides the following topics:

• Overview
• Creating a Service Plan
• To add services to a service plan

Overview

You can modify the built-in service plans in Barracuda RMM to reflect your service offerings, and you can create a custom service plan for the unique services you provide.

When creating a service plan, you provide it with a name and description, and then add the services to complete the service plan. For this reason, you should first create the services that you want to include. For information on creating services, see Creating Services.

Creating a Service Plan

When you create a service plan, you provide it with a name and description.

After creating the name and description, you can add services to the service plan.

To create a service plan

1. Click Service Delivery > Service Plans.
2. Click New Service Plan.
3. Provide a service plan name and description.
4. Optionally, select a color for the service plan icon by clicking in the Icon Color box and then selecting a color from the palette.
   This icon appears in the Services Dashboard and is used to differentiate this service plan from other service plans you are using.
5. Click OK.
6. Click the Comparison View icon, if you are not already in this view.

A new column for the service plan has been added to the table, with all existing services turned off by default. Now you will add services to the service plan. Note that this can only be done if you are in the Comparison View.

To add services to a service plan

 To add an existing service, do the following:

1. Click the grey circle in the row for the service you want to add.
   The grey circle changes to a checkmark  to indicate that the service has been added. 
2. Click Apply.

To create a service to add, do the following:

1. Click New Service. 
2. Provide a name and description, and then add the policies you want included in the service. 
3. Click Save when you are done.
   The new service is added to the list of available services. 
4. Click the grey circle  in the row for the service you just created.
   The grey circle changes to a checkmark  to indicate that the service has been added. 
5. Click Apply.