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Title: Corporate Budgeting in Unanet - Detailed Steps for Locking Plan Sets 

Brief description:

This page outlines in detail how to perform Step 5 of this KC page: Quick Topic - Corporate Budgeting in Unanet

What’s covered in this document:



Step 1: Ensure all project plans (People and Expenses) are updated

Step 2: Go to Forecast Menu – Manage Plan Sets and select “Set Active Plan Sets.”


 

Step 3: In this step you are creating an active plan set for the corporate budget. Therefore, you will choose the Plan Set Name for the most recent corporate budget you intend to lock:


Navigate: Forecast > Manage Plan Sets > Set Active Plan Sets. 

 

Step 4: Go to the List tab, select the projects for which you are creating the corporate budget plan set, then select “Set Active."

Navigate: Forecast > Manage Plan Sets > Set Active Plan Sets > List. 


You will note on the projects (Project Profile – Plan Sets) that there are now two open plan sets, one with the corporate plan set name.

Navigate: Project > List > List > Edit Pencil Icon > Plan Sets. 


Step 5: Immediately lock the corporate plan set so it cannot be further edited.

Go to Forecast – Manage Plan Sets and select “Lock Plan Sets”


 


Step 6:  Choose the “Active Plan Set” radio option and keep the Lock Options selection as “Same Plan Set Name."  

Navigate: Forecast > Manage Plan Sets > Lock Plan Sets. 



Step 7: Go to the List tab, select the projects for which you are locking the corporate budget plan set, then select “Lock.”

 Navigate: Forecast > Manage Plan Sets > Lock Plan Sets > List.

Once the process has run, you will note on the projects (Project Profile – Plan Sets) that there is now a locked corporate plan set and an open plan set for each of the working and corporate plan sets.


Step 8: Go to Forecast Menu – Manage Plan Sets and select “Set Active Plan Sets."


Step 9: In this step you are designating the working plan as active again (so it is the default plan set being updated until the next round of corporate budgeting).

Therefore, you will choose the working plan set name from the drop-down:



Step 10: Go to the List tab, select the projects for which you are creating the corporate budget plan set, then select “Set Active."

Navigate: Forecast > Manage Plan Sets > Set Active Plan Sets > List. 


Once the process has run, you will note on the projects (Project Profile – Plan Sets) that the working plan set is now active again.

Navigate: Project > List > List > Edit Pencil Icon > Plan Sets. 



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