How to Submit a Budget/Forecast

In MyPlan, select the period and entity for which you want to submit a budget or forecast.

Ensure all updates are performed to the accounts available.

Click Submit. The follow message appears. Once the data is submitted, it is carried to the database and to the Planning application. Once submitted, the audit log actions in Activity Manager will be cleared for that period. As of now, MyPlan is not directly integrated with the Planning application workflow. With the next release this product will be fully integrated. Once a user submits a budget or forecast and they have completed their process, it is a best practice to email their boss (or approver) and notify them of this completion. This way the approver can manually forward the budget entity to start the workflow process.

Click Submit.