How to Update an Account

When you update an account, for example update travel expenses or marketing costs, the related template is opened. In the example below, Adjust Expenses is selected for the Expenses account.

As a result of selecting Adjust Expenses , the related template is opened as shown below.

Notice the Compare Scenario column. Compare scenarios display comparative data from other scenarios such as: historical actuals, latest budget data, data from the prior budget cycle, and plans with budget targets.

You can perform template input to update the template by entering data in the yellow shaded cells shown below. The cells with a white background indicate that the period is closed for editing.

In the example below, the cells under Jul-18, Aug-18 and Sep-18 can be updated. As you update the yellow shaded cells, the Variance is automatically updated. You can’t update this column as it is for display based upon the data you enter in the yellow shaded fields.

Once you update account data for open periods, click Update to commit template input/updates. For more detailed information on templates, see the Working with Templates in MyPlan topic below.