Owners only

Create plan from budget repository

A plan based upon a budget from the budget repository inherits the time frame, scope, structure, and data from the budget. All data becomes editable so you can manage, modify, and share it like any other plan.

Start

1. From the side menu, select Plans > Create a plan.

2. Enter a Name.

3. (Optional) Enter a Description.

4. From the Plan template dropdown list, select a budget from the budget repository.

5. Select Create.