Options for Planning Amounts in Financial Plan Versions

For each financial plan type, you select the planning amounts included in the financial plan versions created using the plan type.

Options include the following:

• Cost amounts only

• Revenue amounts only

• Both cost and revenue amounts

• Either cost or revenue amounts

Planning for Cost Only or Revenue Only

If you select to plan only for cost or revenue, then all budget or forecast versions created for the financial plan type contain only those amounts.

When you review versions created for cost-only financial plan types, margin values and other comparisons dependent on revenue amounts aren't available. Similarly, cost amounts are unavailable during review of versions of revenue-only financial plan types.

Planning for Both Cost and Revenue

You can select to plan for cost and revenue together. In such a case, each budget or forecast version created for the financial plan type contains both cost and revenue amounts.

Planning for Either Cost or Revenue

If you select to plan for cost and revenue separately, then each budget or forecast version created for the financial plan type can contain either cost or revenue amounts. When you review cost versions, select any revenue version created for the same financial plan type as the source for revenue amount for use in plan comparison.