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Financial Plans: Key Information (Draft Financial Plan)

Overview​

The Key Information tab is part of a Draft Financial Plan in the Finance module. You use it to view and edit core financial plan details such as Name, Description, Year, and Status, and to view plan-level values like Current Forecast and Variance.

How to access​

  1. Click the Financial Plans header tab.
  2. Open a financial plan to view Financial Plan Detail.
  3. Click the Key Information tab.

Key features​

  • View Financial Plan Detail information, including the Financial Plan Status Label.
  • Edit a financial plan using Edit Financial Plan and Save Changes.
  • Sync New Data (label).
  • Reset List to Filter Criteria (label).
  • Lock Info Popover Content (label).
  • Manual Override Banner (label).
  • Delete a financial plan using Delete Financial Plan.
  • Bulk Delete (feature).

Field descriptions​

  • Name: The name of the financial plan.
  • Description: A description for the financial plan.
  • Year: The year for the financial plan.
  • Status / Financial Plan Status Label: The current status of the financial plan. Status values include Archived, Completed, Draft, Locked, Moved In, Moved Out, and Original.
  • Period (label).
  • Mode (label).
  • Budget (label).
  • Current Forecast Cost: The current forecast cost value.
  • Current Forecast Nominal: The current forecast nominal value.
  • Current Forecast Risk Adjusted: The current forecast risk-adjusted value.
  • Variance: The variance value.
  • Variance % (label).
  • Variance Percentage (label).