How to Navigate the Planning Control Panel and Open a Template
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How to Navigate the Planning Control Panel and Open a Template

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Article summary

The Planning Control Panel is the platform through which users gain access to their designated scenarios, budget entities, and templates for entering their financial projections. Each user will be allocated a responsibility (approval role) which can be modified by the administrator.

To open the template in the Planning Control Panel, do the following: 

  1. Navigate to the Planning Control Panel.
  2. Make the following selections:
    1. Select Scenario.
    2. Choose Budget Hierarchy.
    3. Pick Template.
    4. Click Input.

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