To create a Plan within the Budget Management settings, follow these steps:
1.2.1. Go to the Budget Management panel.
1.2.2. Choose the budget for which you want to create 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 tab, which will open the Plans list panel.
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1.2.4. Click on the "Create Plan" button in the upper right corner; this action will open the panel to create a new plan.
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1.2.5. Please complete the required fields.
1.2.6. To create a new Plan, make sure you provide all the necessary information.
Kindly note that the Plan type field is automatically populated upon plan creation, as it reflects the value chosen during the budget creation process. In the case of a budget encompassing both income and expenses, users should explicitly select one of them.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
Organizational area refers to a specific division, department, or section within an organization that focuses on a particular function, project, or aspect of the business. It helps structure and organize an organization's activities and resources based on specific goals or functions.
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1.2.7. When creating a new Plan, ensure that you supply all the required information, including having at least one defined payment in the "Add Plan Payment" section to proceed.
1.2.8. Fill in the required fields.
Note that the Currency is automatically set to the value chosen during the Budget creation process. If necessary you can Add Payment with a different currency ratio.
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1.2.9. Click Add
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1.2.10. Proceed by clicking on “Create” button.
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To be able to delete a payment you’ll need to have at least two planned payments created.
1.3. Constraints
When it comes to Create a Plan, there are a few important considerations.
1.3.1. You have the option to create a plan with more than one planned payment.
1.3.2. It's also possible to successfully create different planned payments with different currencies, where you'll need to specify the ratio (which determines how much of one currency is required to exchange for the equivalent value of another currency).
1.3.3. However, if you forget to fill in a required field, you won't be able to create the plan successfully.
1.3.4. Additionally, if you don't have the necessary permissions, you'll encounter difficulties when trying to create a plan.
1.4. Issues that may arise
When you're attempting to Create a Plan, there are a couple of potential issues that might come up.
1.4.1. If you don't have create permissions for the budget you're working with, you may run into issues.
1.4.2. Additionally, if you forget to fill in the necessary fields, an error message will be displayed.