How to convert a working plan to a draft plan

1. Go to the Budget landing page and select the Working Plan 
2. Click on the three vertical dots, and select Convert to Draft
3. You can only select the latest Working Plan
4. When a draft plan, you get the option to move to a Archive Plan and Delete.

NOTE:

• If any baseline plans exist, the working plan can not be converted to a draft plan.  Delete any baselines plans before converting the working plan to draft. 
• The date of the draft plan will be the date the plan was made draft, not the original date the plan was created. 

How to promote the draft plan to the working plan

1. Go to the Budget landing page and select the Draft plan of interest
2. Click on the three vertical dots, and select Set as Working Plan.
3. Select which financial year you would like this become the Working Plan for.

You can only have one working plan at one time.
The plan that was the working plan moves down to the Drafts section and becomes a draft plan.

At any time, you can see which draft, if any, made up the planned transactions in the working plan.

TIP: We recommend you include a description of your plan. This helps to differentiate one plan from another plan. A description can be added by clicking the Cog icon (Settings) - see below