Submit a plan or forecast

Edit online

After you enter your plan or forecast information, you can submit it for approval. The budget owner can submit their plan from the Status or the Expenses page.

For more information, see Enter or import line-item data.

In the plan menus at the top right, select a plan, a Cost Object category, and a cost object or cost object group.

Navigate to Planning > Expenses or Status. Select the Status page if you want to select and submit multiple plans.
- Select a plan and click Submit.
- For multiple plans, click Actions and select Submit Selected.

Note:

You can submit in-progress child versions when viewing latest versions.
When a plan is submitted, the immediate parent with owner permissions for that cost object is notified.
When a group plan is submitted, any in-progress cost objects are auto approved and users with owner permissions for those cost objects are notified.
Users with owner permissions for a cost object can submit the Version 1 (baseline) of their plan.
The status of a group cost object changes to In Progress when at least one immediate child has submitted a version to be reviewed.
If your budget plan or forecast is returned, the version of the plan you submitted is marked Returned. When you open the plan and make edits, a new version of the plan is created. For more information, see Revise the plan or forecast.