Edit Plan Templates

Create an award, award proposal, financial, or project plan or budget.

Security:

Manage: Project Budget
domain in the Projects functional area.

Set Up: Budget General
domain in the Budgets functional area.

You can edit your plan templates after plan lines exist to correct errors or accommodate unplanned events.

Access the

Edit Plan Template

task.

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.