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Planned Cost (Draft Financial Plan)

Overview​

Planned Cost lets you define and review Planned Cost while you are working in a Draft financial plan. You use it to enter planned cost details, view planned cost lines in a table, and save your updates to the financial plan.

How to access​

  1. In the Finance module sidebar, click Financial Plans.
  2. Open a financial plan with status Draft.
  3. Open the Planned Cost tab.

Key features​

  • Define Planned Cost for a draft financial plan.
  • View planned cost lines in the Planned Cost Table with these columns: Actions, Name, Category, Entity, Planned Cost, Current Forecast, Notes.
  • Add New Entry to create a new planned cost line.
  • Edit Financial Plan and Save Changes while working on planned cost.
  • Use Bulk Delete to remove multiple planned cost items.
  • Use Delete Item to remove a single planned cost item.
  • Use Reset List to Filter Criteria to reset the list.
  • Use Sync New Data to sync new data into the draft financial plan.

Field descriptions​

  • Name: The name of a planned cost line.
  • Category: The category used to classify cost lines.
  • Entity: The entity associated with a cost line.
  • Planned Cost: The planned cost value for a cost line.
  • Current Forecast: The current forecast value for a cost line.
  • Notes: Notes for a planned cost line.