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Plan Execution

Once a plan has been created and approved, it is possible to:

  • Generate Payments
  • Set the plan as an unchangeable Master Plan and from this master plan create Ongoing Plans which can be further modified to reflect real time business environment changes
  • Create Snapshots of an ongoing/rolling plan. Snapshots are unchangeable copies of an ongoing plan used to store different planning states.
  • Create Plan Item Modifications. Plan item modifications form a hierarchical structure which makes it possible to keep track of plan item changes made since an ongoing plan was created.
  • Study plan relationships using Plan Hierarchy (subordinate / superior plans)
  • Use Cost Distribution analysis to determine the unit cost of provided products or services
  • Use Report Configuration to collect comparison data for better planning decisions

See Also

Planning and Plan Administration

Collecting Requirements

Plan Elaboration

Creating a Plan

Creating Plan Items

Calculate Plan

Costflow

Master Plan / Ongoing Plans / Actual Plan

Creating a Snapshot

Creating Plan Item Modifications

Plan Payment Generation

Plan Life Cycle

The Budget Plan Creation Process

Finance Manager Settings

ROI Calculations