Finalize a plan or forecast

Edit online

About this task

After a Budget Process Owner has reviewed the summary for the budget plan or forecast and completed all necessary adjustments, they are ready to finalize the plan.

Procedure

To finalize a plan or forecast:
  1. Navigate to Planning > Plans and select a plan.
  2. Click Finalize Plan.
  3. Click Finalize. The plan's status is changed to Final.
    Tip: If needed, you can reopen a previously-finalized plan for further editing. For more information, see open-plan-forecast.html#reopen.