Various types of plan data can be created here. Created plans can be categorized into actual, budget or forecast.

How to get there!

To create a plan data in myplan click on plan data in dashboard which is located in headers.

Create plan data

To create a plan data time, account name and version is required. Select the time from the list, choose the account name from the dropdown and select the version and click on run data. Based on the selected account and time, Amount field will load and enter the amount.

If an amount has increase in percentage, then after entering the amount, click on amount field and then select the increase in percentage. Select the percentage and based on the selected percentage. Amount will recalculate. Click on save to update the amount.