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1.2.1. Go to the Budget Management for Jira Configuration Page.

1.2.2. Choose the budget for which you want to Update a Plan by clicking on the budget name link. This will take you to the overview page.

1.2.3. On the left-hand side, click on the Plans Income/ Expense tab, which will open the Plans Income/ Expenses list panel.

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1.2.3.1 To access more information about the planIncome/ Expense, click on the arrow located on the left side next to the planIncome/ Expense's name or click the key of an Income/Expense directly.

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1.2.4. Choose the plan Income/ Expense Actual you wish to edit/update from the list by clicking on the "EditUpdate Income/Update Expense" icon from “Action”.

1.2.5. Here, you can make the necessary updates to the fields you require.

1.2.6. Finally, click the "Update" button to save your changes.

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1.2.7. Choose the Income/ Expense Plan you wish to update from the Income/Expense Plan List by clicking on the "Update Income/Expense Plan" icon. You can change amount, currency and date of a plan.

1.3. Constraints

When it comes to Update Income/ Expense Plan, there are a few important considerations.

1.3.1.If a planned payment has An Income/Expense Plan with an associated actual payment, it record cannot be deletedmodified.
1.3.3. If a plan 2. The Income/Expense type of a plan cannot be updated if it has at least one actual payment, the plan type is not updatableIncome/Expense.
1.3.4. A plan 3. An Income/Expense Plan must have at least one planned paymentassociated Income or Expense.

1.4. Issues that may arise

When you attempt to Update Income/ Expense Plan, there are several potential issues that you might encounter:

1.4.1. If you forget Failure to complete a required field during the update, the plan creation will not be successfulrequired fields will result in an unsuccessful update.
1.4.2. Ensure that you possess Lacking the necessary permissions ; lacking the required permissions will impede the plan creation processwill prevent updates.
1.4.3. When attempting to update a plan, you may encounter the following issues:

If you

do not have editing permissions for the associated budget,

the

update cannot proceed.