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Creating Plan Items

There are several ways to create plan items:

In This Chapter

Creating Plan Items Manually

Importing Plan/Plan Items From a CSV File

Initialize Plan Items by Contract Payment Schedules

Initializing Plan Items From a Contract

See Also

Planning and Plan Administration

Collecting Requirements

Plan Elaboration

Plan Execution

Creating a Plan

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