Why are some financial plan types not available while generating budget versions?

Some financial plan types aren't available to generate a project budget version.

They aren't available to generate a project budget version based on the following:

  • If a budget version that belongs to an approved cost or revenue budget already exists for the project, then the financial plan types that are designated as approved cost or revenue budgets aren't available for your budget generation.

  • If the project is enabled for budgetary control and a budget version that belongs to a budgetary control enabled financial plan type already exists for the project, then the other financial plan types that are enabled for budgetary control aren't available for your budget generation.

  • If the project isn't enabled for budgetary control at the project or business unit level, then the financial plan types for which the Enable budgetary controls option is enabled aren't available.

  • If the project belongs to a project type that isn't enabled for billing, then the financial plan types that can capture revenue planning amounts aren't available.

  • If the project belongs to a project type that isn't enabled for sponsored projects, then the financial plan types that support sponsored projects aren't available.

  • If the financial plan type isn't assigned to the same reference data set that's assigned to the Project Definition reference data object of the project unit to which the project belongs, then the financial plan type isn't available.

  • If the financial plan type isn't enabled for multiple transaction currencies, then you can't generate the budget version from a source plan version where the Enable planning in multiple transaction currencies option is enabled.