Concept: Inactive Financial Plans

Administrator Guide

When you inactivate financial plans, Workday:

Cancels all related Planning Event
business processes.

Cancels all related budget amendments that aren't in Available
status.

Disables all fields and options on the

Edit Plan Template

task except the

Inactive

check box.

You can't see inactive financial plans on these tasks and reports:

Tasks	Reports
Create Budget Amendment	Budget Check Exceptions
Create Budgetary Roll Forward / Close	Find Budget Amendment
Edit Budget Check Options	View Plan
Edit Budgetary Roll Forward / Close
Maintain Budget
Submit Budget

You can't inactivate financial plans when:

The plan is part of a plan hierarchy, because the plans and budgets in your hierarchy will fall out of sync.

Budget check is enabled, because you’ll remove the plans from the spending approval process. To inactivate these plans, first clear

Enable Budget Check

on the

Edit Budget Check Options

task.