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Account plan proposal

Applies to: img Planner 5 or later

Overview

In some cases it may be desirable to pre-fill an input module with a proposal so that the contributors can have a qualified starting point for their work. As such, a plan proposal will normally be made in a new version prior to the users starting the detailed planning. Such a proposal can be created for the account input module using the Account plan proposal workbook.

The process of defining such a proposal contains of two steps:

  1. Create basis proposal - define the and adjust the data source(s) that will constitute the proposal.
  2. Create the basis proposal and further refine it before importing it into the input module.


How to`s


Input Modules

How to plan on accounts

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