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Administrator Guide
Last Updated: 2024-09-20
Edit Plan Templates in AP&C

Edit Plan Templates in AP&C

Security:
Set Up: Budget General
 domain in the Budgets functional area.
You can edit your plan templates in Adaptive Planning and Consolidation (AP&C) after plan lines exist to correct errors or accommodate unplanned events.
  1. Access the
    Edit Plan Template
     task.
  2. As you complete the task, consider:
    Option Description
    Inactive
    You can only inactivate financial plans.
    Changes to this setting might impact existing report, dashboard, and scorecard references. If you select this option, you cancel all
    Budget Amendment Event
     and
    Planning Event
     business processes for this plan.
    Company
    You can add or remove companies or company hierarchies from financial plans. If your plan is associated with a true plan hierarchy, you can only add or remove companies.
    Enable Multicurrency
    You can change this setting at any time except when:
    • Plan lines exist. You can't clear this check box.
    • You’ve selected a currency rate type.
    • You include company hierarchies on your plan template.
    Enable for Allocations
    You can change this setting on your financial plan template for all plan structure types except:
    • Multicompany
    • Multicurrency
    • True Child
    • True Parent
    • Virtual Parent
    Default Balanced Amendment
    You can change this setting when your template isn't associated with a virtual parent plan structure.
    Validate Expense Account Amendments
    Select to validate if budget amendments on expense accounts are less than current spend. Workday only validates expense account amendments that you create or edit while this check box is checked.
    Workday only displays this check box if you select
    Use Contextual Amendments
     on your plan structure.
    To
    You can add periods to financial plans when the plan:
    • Has any status other than
      Available
       or
      In Worksheets
      .
    • Isn't associated with a true plan hierarchy.