Processing plan files

When you make changes to drivers or assumptions, you need to apply those changes by processing existing plan files. In most cases, this applies primarily to purchase requests and rarely to capital plans.

To process plan files:

1. In the Explorer task pane, in the File Groups section, click the planning year to process the plan files.

   

2. Click the plan file year, and double-click Process Plan Files.

   

3. In the Plan Files tab, select the plan files to process, and click OK.

   

   A confirmation prompt displays the number of plan files the system will process. When the plan files are done processing, a message displays in the Notifications task pane.

4. At the confirmation prompt, click OK.