Plan lifecycle and versions
Understanding this is what lets you change a plan without losing the ability to explain past payouts.
Plan status
| Status | Meaning |
|---|---|
draft | Created, never activated. Pays nobody. Makes nobody billable. |
active | Has an active version. Paying. |
retired | Deactivated. Stops paying, stops billing. Reversible. |
There is no archived plan status and no destructive delete for a plan that has paid anyone.
retired is the terminal state, and it is visible and reversible on purpose.
A draft plan can be soft-deleted; a plan that has ever been active cannot.
Version status
Every plan holds versions:
| Status | Meaning |
|---|---|
draft | Being edited. Not paying. |
active | The version currently paying. |
superseded | A newer version was activated. Kept forever. |
Exactly one version is active at a time.
Editing an active plan
Editing does not overwrite. You get a new draft version while the active one keeps paying
untouched. When you activate the draft, it becomes active and the previous version becomes
superseded.
Superseded versions are never deleted, which is what makes historical payouts explicable: a March statement references the version that was active in March, not the plan as it looks today. Change your rate in July and March still explains itself.
Activating
From the plan, choose Activate. That single action:
- Makes the draft version active and supersedes the previous one.
- Sets the plan to
activeif it was a draft. - Makes every participant in the role billable.
That last point is the one to know. Activation is the moment free stops being free, and on a free account activating for a second rep is what triggers the upgrade prompt. → Billable reps
Draft plans cost nothing
A draft plan cannot run a calculation, so it has no operational value and Lokom does not charge for it — no time limit, no grace period, no auto-promotion. You pay when you publish.
On Free this is still bounded by the tier's own limits — 2 plans, 5 rules, 100 deals — so drafting is free but not unlimited. → Plans and pricing
Retiring
Deactivating retires the plan. It stops paying, its reps stop being billable, and every statement it produced stays intact and explicable.
Reactivating is possible — which is also a billing event, since it makes those reps billable again.