Activating a position plan

Only one position plan can be active for a given period date. If an active plan exists for the position plan period range, you must inactivate it or revert it to Preliminary status.

You can activate a preliminary or inactive position plan.

Select Position Budget Manager > Position Plans.

Select the position plan and click Activate.

This prompt is displayed:

Activating a plan will also run the action to build the position plan assigned resources; continue?

Click Yes.

The status is changed to Active.
Select Position Budget Manager > Reports > Budget Variance to view the initial counts.

Note:
When a plan has been activated, position plan rules are enforced for the plan dates.