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Financial Plan Draft: Key Information

Overview​

The Key Information feature is part of the Finance module’s Single Financial Plan experience. You use it to enter and review core financial plan details such as the plan’s Name, Description, Year, and Period, and to see the Financial Plan Status Label.

How to access​

  1. In the Finance module header navigation, click Financial Plans.
  2. Open a financial plan.
  3. In the financial plan, open the Key Information tab.

Key features​

  • Create New Financial Plan to start a financial plan draft.
  • View the Financial Plan Detail area for the plan you are working on.
  • Use Save Changes to save updates you make in Key Information.
  • Use Edit Financial Plan to update an existing financial plan.
  • View the Financial Plan Status Label (status values include Archived, Completed, Draft, Locked, Moved In, Moved Out, Original).
  • View Lock Info Popover Content when the plan is locked.

Field descriptions​

  • Name: The name of the financial plan.
  • Description: A description for the financial plan.
  • Year: The year for the financial plan.
  • Period: The period for the financial plan.
  • Financial Plan Status Label: The current status shown for the financial plan.
  • Notes: Notes associated with the financial plan.