Attempting to change the Plan Year End in Plan Details for a Plan? The user can now edit the plan year end in plan details. The system no longer locks down the plan year end after a project is launched or a plan cycle is created.
Tier Availability: Track, Core, Essential, Premium, Team, Business
Security Rights Required: Access Power Tools
Update Plan End from the Plan Details Screen
- From the Plan Details > Home > General Tab, click the Edit button to the right of the grid.
- Use the Plan Year End dropdown menus for Month and Day to select the new Plan End.
- Click Save.
Update Plan End using the Field Update Power Tool
- From the Applications Menu click Power Tools > Field Update > Plans.
- In the dropdown choose Month End (number format, ex: August= 08) and in the value field enter the new month end.
- Click Refresh and find the plan to be changed.
- Click the box next to the Plan Name.
- Click on the Execution tab.
- Click the Unlock and Execute tabs.
- Click on the Selections tab again.
- In the dropdown, choose Day End (number format, ex: "31") and in the value field enter the new day end.
- Click Refresh and find the plan to be changed.
- Click the box next to the Plan Name.
- Now click on the Execution tab.
- Click on the Unlock and Execute tabs.
- Verify the change in Plan Details > Home tab.