Why can't I select some financial plan types when generating a budget version while setting a baseline for the financial project plan?

As a project manager, when you generate a budget when setting a baseline financial project plan, you can select any active budget financial plan type that's available for budget creation.

However, some financial plan types (including the default financial plan type selected in the budget generation options of the project plan type) are unavailable for selection in the following circumstances:

  • If you already selected an approved cost or revenue budget financial plan type for creating a budget version, then no other approved budget financial plan types are available.

  • If you want to select a financial plan type with budgetary control enabled on it, then it's unavailable for selection in the following circumstances:

    • The project or template isn't enabled for budgetary control.

    • The business unit isn't enabled for budgetary control.

    • The project is a sponsored project, then only an award budget is expected to be enabled for budgetary controls.

    • A different budgetary control enabled financial plan type is already used.