How to Edit an Asset

Edit assets from the MyPlan interface. All edits performed in MyPlan are automatically updated in the Planning application.

1. From the MyPlan interface, click the Wrench icon as shown below for a Capital account.

   

2. Select Edit Asset.

3. The Edit Asset pane appears. Select the asset you want to edit by selecting the Source Asset.

   

4. Adjust the purchase month, depreciation start month, number of units, rate, and asset life as needed. Amount is updated based on unit and rate changes.

5. Click outside of the cell updated. The After Update impact and variance is displayed.

6. Click Update. Return to the Forecast/Plan and click Submit for the section in which the Capital account was updated. Once submitted, the update takes place in CAPEX Planning templates.