View All Plans
The Plans tab shows at a glance all your plans including their detail information and budget and revenue assumptions. You can also access any plan’s record from here to edit assumptions, detail information, and more.
When you select a plan, detail information for that plan appears at the bottom of the page. This information cannot be edited from the Details section of this page. To edit information, select Go to to access the plan itself.
The Plan items box lists a total count of the number of items in the plan, by type. These map directly to the plan hierarchy.
The Assumptions box displays the high level assumptions for the plan, with an indicator of whether or not the assumption has been balanced. A red X indicates the you have over allocated relative to your assumption and a yellow exclamation point indicates that you still have to balance the assumptions to the allocations. A green check indicates that the plan’s allocations are equal to its assumptions.