Post Cleanup

After the planning has finished (copying of plan, changes added to plan) and all budgeting units that are associated to the plan year have been is approved (for 2-year cycle, all budgeting units for both plan years must be approved), it is ready for the cleanup phase.

At this time, the plan can be finalized. The system provides the Prepare Cleanup AE process to prepare the plan data for the cleanup process. Among other things, this process creates new posts defined in the post plan, copies occupancy list of post plan rows and takes care of remarks. It also removes all associations to terminated rows for the new fiscal year.

During the cleanup phase, the system provides useful messages that pertain to the cleanup effort. For example, it shows information on posts that might come in from other post plan rows, as well as modifications that are already submitted from a different post plan row.

When all discrepancies have been addressed (for example, target number matches current plan number), a post plan row can be saved and status set to done if all requests from a planner are fulfilled. When all the requested changes are processed and all post plan rows are cleaned up, the plan can be activated for implementation.