Approve/Archive a Financial Plan

Through the Project Financials page, users can easily approve or archive any financial plan.

To approve a financial plan

  1. At the upper-right corner of the project workspace, click Project Menu.
    A drop-down menu is displayed.

  1. From the displayed menu, click Financial Plan.
    The Project Financials page opens.
  1. At the upper-right corner of the Project Financials page, click the field displaying the name of one of the plans.
    A drop-down list of the names of all financial plans is displayed.

  1. On the drop-down list, click the name of the financial plan you need to approve.
    The Project Financials page refreshes automatically displaying the data of the selected plan.
  1. At the upper-right corner of the financial plan page, click the arrow next to Edit.
    A drop-down menu is displayed.

  1. From the displayed menu, click Approve this plan.
    A different confirmation message appears as per the following cases.
  • The selected plan is a draft or the only financial plan for the project.

  • The selected plan is the forecast one.

  • In case another plan is already approved.


To archive a financial plan

  1. At the upper-right corner of the project workspace, click Project Menu.
    A drop-down menu is displayed.

  1. From the displayed menu, click Financial Plan.
    The Project Financials page opens.
  1. At the upper-right corner of the Project Financials page, click the field displaying the name of one of the plans.
    A drop-down list of the names of all financial plans is displayed.

  1. On the drop-down list, click the name of the financial plan you need to archive.
    The Project Financials page refreshes automatically displaying the data of the selected plan.
  1. At the upper-right corner of the financial plan page, click the arrow next to Edit.
    A drop-down menu is displayed.

  1. From the displayed menu, click Archive this plan.

Tip: Whenever required, use the Undo and the Redo icons.

Note: Before closing the finance plan, always make sure you click Save after you take all necessary actions.