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Changing Plan Year End in Plan Details

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

  1. From the Plan Details > Home > General Tab, click the Edit button to the right of the grid.
  2. Use the Plan Year End dropdown menus for Month and Day to select the new Plan End.
  3. Click Save.

Update Plan End using the Field Update Power Tool

  1. From the Applications Menu click Power Tools>Field Update>Plans.
  2. In the dropdown choose Month End (number format, ex: August= 08) and in the value field enter the new month end.
  3. Click Refresh and find the plan to be changed.
  4. Click the box next to the Plan Name.
  5. Click on the Execution tab.
  6. Click the Unlock and Execute tabs.
  7. Click on the Selections tab again.
  8. In the dropdown, choose Day End (number format, ex: "31") and in the value field enter the new day end.
  9. Click Refresh and find the plan to be changed.
  10. Click the box next to the Plan Name.
  11. Now click on the Execution tab.
  12. Click on the Unlock and Execute tabs.
  13. Verify the change in Plan Details > Home tab.

 

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