Skip to main content

Create New Plan or Budget from Existing Data

Overview

Create a new financial plan or budget and pre-populate it with existing financial data. Configure the plan or budget by selecting financial data types and defining date ranges for pre-population, then finalize its creation.

Initiate Creation

Access the "Financials" tab to view and manage your initiative's financial profile and existing financial data.

Initiate New Plan or Budget

Select the option to create a new plan or budget to define a new financial profile for your initiative.

Enter a Name

Enter a descriptive name in the plan or budget name field to clearly label and easily recognize your budget.

Configure Data Sources

Enable Data Pre-population

Check the "Pre-populate from existing data" option to quickly populate your plan or budget with existing financial data and streamline the creation process.

Select Financial Types

Select financial data types from the available options to specify which data contributes to your plan or budget, including actuals, forecasts, plans, or adjustments.

Define Date Ranges

Set the "From" and "To" dates to define the specific periods for each financial data type, ensuring your plan or budget accurately reflects different timeframes.

From start date to end date

From start date is all data from the start of the financial profile

To end date is all data from the end of the financial profile

Add Forecast Data Source

Click "Add another source" to incorporate additional financial data, such as a forecast, and combine different data streams into a comprehensive budget or plan.

Combine Data Sources

Click 'Add another source' to add a new financial type to blend your existing data into one plan or budget.

Finalize Creation

Proceed to Review

Click "Next" to review the configured budget before final creation, verifying that data is correctly integrated into the editable plan or budget fields.

Confirm Creation

Click "Create" to finalize and save your new plan or budget, making it available for immediate use and tracking within your initiative's financial profile.