Submitting a Line Item Activity

Use the My Planning Workspace: My Preparation Workspace to submit line item budgets to the next planning center level. When you submit a budget version, the system sends it up to the next planning center level and updates the master budget version with data from the submitted version. The master version contains the most current budget submissions. You may submit more than planning center at a time, but the system prevents you from submitting more than one version per planning center.

If defined, validation occurs for three types of rules:

• Verifies no rows marked in error due to commitment control validation.

• Verifies no rows marked in error due to combination edit validation.

• Verifies totals are within planning targets rules.

Any of these rules can be applied. When these rules are applied against the activity scenario in a planning model, validation occurs during submission. Prior to working on your line items, the staging process would have marked any rows in error if they did not pass combination edit or commitment control validation when used and enforced for a line item activity. All rows marked in error must be corrected or deleted prior to submission.

For planning targets, you must access the Planning Targets page to review where your amounts are not within the rules defined for targets, and make any necessary adjustments within your line item entry grid. Submission is not allowed if the validation fails the criteria defined for any one of these rules when active control is applied for the user role.