> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chkk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrade Plan Instantiation

> A brief description, use-case, and usage instructions of the Upgrade Plan Instantiation feature

Chkk's **Upgrade Plan Instantiation** feature creates a tailored Upgrade Plan from an approved [Upgrade Template](/features/request-upgrade-template), whether you're upgrading a cluster or a specific Cloud Native Project. For clusters, the plan automatically incorporates details like the cluster name, region, node group configurations, and active applications. For Cloud Native Projects, instantiation takes a Cloud Native Project Upgrade Template and produces a plan tailored to a particular Cloud Native Project instance (e.g., same major.minor version) within a given cluster.

All Chkk-recommended steps—and any custom steps you've added—carry forward into each new plan, ensuring **standardized** and **reusable** processes across multiple clusters or environments. Once instantiated, each plan can be tracked through distinct stages such as "In Progress" or "Completed," making it easy to monitor overall progress. This structured, step-by-step approach also simplifies *delegation*, allowing senior engineers to assign upgrade tasks to less-experienced team members with confidence.

## Usage

Follow the steps below to **instantiate an Upgrade Plan** from an existing **Upgrade Template** in the Chkk Dashboard.

<Tabs>
  <Tab title="Instantiate Cluster Upgrade Plan">
    <Steps>
      <Step title="Navigate to Cluster Upgrade Templates">
        1. In the **left-hand column** of the **Chkk Dashboard**, expand **Upgrade Copilot**.
        2. Select **Upgrade Templates** -> **Clusters**.
        3. Locate the desired **Upgrade Template** that is **Approved for Use**.
      </Step>

      <Step title="Instantiate Plan">
        1. Click the **Instantiate Plan** button next to the selected template.
        2. You'll be taken to the **Instantiate Cluster Upgrade Plan** page, where the chosen template is preselected.
      </Step>

      <Step title="Select Target Cluster">
        1. Under **Select Cluster to Upgrade**, pick the cluster you want to upgrade.
        2. *(Optional)* Assign a **Cloud Account** if needed for your upgrade.
      </Step>

      <Step title="Confirm Plan Creation">
        1. Click **Instantiate Upgrade Plan** button at the bottom to finalize and create your new plan.
        2. You will be redirected to **Upgrade Plans** -> **Clusters** where you can see your newly instantiated Upgrade Plan with the status: **Waiting for Plan**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Instantiate Project Upgrade Plan">
    <Steps>
      <Step title="Navigate to Cluster Upgrade Templates">
        1. In the **left-hand column** of the **Chkk Dashboard**, expand **Upgrade Copilot**.
        2. Select **Upgrade Templates** -> **Projects**.
        3. Locate the desired **Project Upgrade Template** that is **Approved for Use**.
      </Step>

      <Step title="Instantiate Plan">
        1. Next to the **Approved** template, click **Instantiate Plan**.
        2. The **Instantiate Project Upgrade Plan** screen will load, automatically highlighting the selected template.
      </Step>

      <Step title="Select the Project to Upgrade">
        1. Under **Select Project Instance to Upgrade**, pick the Cloud Native Project you want to instantiate the Upgrade Plan for.
      </Step>

      <Step title="Confirm and Create the Plan">
        1. Click **Instantiate Upgrade Plan** to finalize your choices.
        2. You will be redirected to **Upgrade Plans** -> **Projects** where you can see your newly instantiated Upgrade Plan with the status: **Waiting for Plan**.
      </Step>
    </Steps>
  </Tab>
</Tabs>