Create a Financial Plan
From the Home screen, the Global Administrator can create a new Financial Plan by clicking on the Create Plan button. A slide-in appears in which the Global Administrator defines:
• Name: this name is shown on all screens and reports.
• The start month and the end month.
• Home page notification: a notification to all users on the homepage related to this Financial Plan. Typically used for informing users about deadlines related to the plan.
A created Financial Plan has the Status Open.
A Financial Plan with the Status Open can be edited, copied, and deleted.