Importing a plan

You can import a plan to use as a reference budget when generating a plan or during the solicitation process. This reference budget can be either an annual budget or a set of actuals, depending on corporate business processes.

• If there is no imported budget in the Budget Creation module, then treats the minimum hours as zero (0).
• An imported budget is required only when generating a forecast using the Budget Adjusted Trend forecast method, which is part of the Budget Management module.