English
EspañolPlanning To Planning
Overview
The Planning to Planning Interface is used to copy Budget information from one version to another. This interface is used throughout the lifecycle of the budget preparation process to copy information from one version to another to maintain full traceability of the evolution of the budget. For Instance, when a Budget Version has been completed (or Frozen), the Budget Manager or Officer could copy its content to a new Version using the Planning to Planning Interface to prepare for the next phase of the budget cycle.
Naviagation
Budget Planning ► Interfaces ► Planning to Planning
Planning To Planning screen Fields
Field | Description |
Budget Version | The Budget Version from which users wants to copy the budget records. |
Destination Budget Version ID | Identifier code for each Destination Budget Version. |
Destination Budget Version Name | Destination Budget Version Name to be entered by users within same Scenario as the Source Budget Version. The name is to be entered manually if the Budget Version is new, only. |
Destination Budget Version | The Budget Version of the Destination Budget Version, if existing, should be selected from the list of Budget Version within the same scenario as the Source Budget Version. |
Copy Budget Version only | If this box is checked it creates a new Budget Version record under the Budget Version Entity, without copying the Budget Plan(s). |
Copy/Modify Budget Plan(s) | Possible values are 'None', 'All', 'Specific Budget Plan(s)' for the Source Budget Version and the Source Fiscal Year, as defined by the Configuration Matrix. |
| Copy to same COA groups as source COA groups | Indicates if same CoA Group will be copied as source CoA Groups. |
Copy Comments | If this box is checked, the comments in Budget Line related to each budget line, will be copied to the destination lines. |