Changing the entities and versions assigned to a planning step

When you create a planning step you select the entity to which to assign it.
Note: A planning step is not assigned to a user until it has been submitted to, and configured in, Workflow.

To change the entity or version to which a planning step is assigned:

  1. Click the Home icon.
  2. Select Applications > Financial Applications.
  3. Expand one of these pages:
    • Balance sheet
    • Profit and Loss
    • Forecast
  4. Select Configuration > Financial Planning Step Overview.
  5. Click the version that contains the planning step, or to which to assign the step, and select Show Details.
    To view all the planning steps within a particular configuration set, click the configuration set and select Show Details.
  6. Click Assign Planning Step to Entity/Version.
  7. Select the entity to which to assign the step.
  8. Activate the step to assign to the entity and click OK.