Create a plan manually

Create a plan manually when you want to create a plan for a budget key that you have been assigned.

Before you begin

Role required: itfm_planner

About this task

The planner navigates to Financial Planning > My Plans menu to view the plans assigned to the planner or create a plan manually.


  1. Navigate to Financial Planning > My Plans.
  2. Click New.
  3. Fill in the form fields.
    Table 1. Plan form
    Fields Description
    Name Name of the plan.
    Budget Definition Configured planning template that determines the plan details for the plan.
    Budget Currency Currency used by this plan.
    Budget Key Identifies the budget owners who can access the budget plan. The key links the plan to the actual cost centers, departments, or vendors.
    Description A brief description of the plan.
  4. Click Submit.

What to do next

You can add items to the plan.