Modify plans FAQs
Shaded cells show totals, actuals, or values controlled by formulas. You can only edit white cells.
Enter values directly, use copy, paste, drag, adjust, or modify year totals.
Formulas can contain basic arithmetic or calculate values based on other plan lines. Dependencies between plan lines update values automatically when referenced data changes.
Owners can edit or remove all formulas. Users need extended access to edit or remove formulas in shared plans.
No. Locked plans are read-only. Owners can unlock them if further changes are needed.
Yes. Use merge to apply selected changes from one version to another plan.
No. Merge permanently applies selected changes to the target plan. Review changes carefully before you confirm.
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