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Planned Cost (Draft Financial Plan)

Overview​

Planned Cost is part of the Draft Financial Plan in the Finance module. You use it to Define Planned Cost and work with planned cost entries while you are building a financial plan.

How to access​

  1. In the Finance module sidebar, click Financial Plans.
  2. Click Create New Financial Plan.
  3. In the New Financial Plan wizard, complete Choose Year, then go to Planned Income, and then open Planned Cost.

Key features​

  • Define Planned Cost for a Draft Financial Plan.
  • View and work with planned cost entries in the Planned Cost tab of a financial plan.
  • Use Save Changes to save updates.

Field descriptions​

The Planned Cost draft flow includes the following fields (as available in this feature):

  • Name: The name of the planned cost entry.
  • Category / Cost Category: The category for the cost.
  • Entity: The entity used on planned cost entries.
  • Planned Cost: The planned cost amount.
  • Current Forecast: The current forecast value for the cost.
  • Notes: Notes for the planned cost entry.