Edit, assign, approve, and delete financial plans

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Here's what you can do in the financial plan:

  • Change name: Double-click the name of the plan and type a new name.
  • Change status: By default, every financial plan is considered Open. You can set the status to Approved or Rejected.
  • Assign financial plan: You can assign any financial plan to a person. Click the person icon and click Assign to Me if you are responsible for this financial plan yourself. Or select another person, or use the search field.
  • Delete financial plan: Click the three dots in the plan and click Delete Plan to remove the plan.
  • Remove or add columns: Select the financial plan and click the three dots on the right side. In the Actions menu, click Choose Columns and drag the columns you need to the list or from the list to the Columns menu.