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 beginRole required: itfm_planner About this taskThe planner navigates to Financial Planning > My Plans menu to view the plans assigned to the planner or create a plan manually. Procedure Navigate to Financial Planning > My Plans. Click New. 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. Click Submit. What to do nextYou can add items to the plan.