Detailed Financial Planning › Example: How Financial Plan Data is Copied

Example: How Financial Plan Data is Copied

This example shows you how data is copied over from a source plan to the target plan based on the following inputs from the user:

• Time periods to be copied from the source plan
• Start and end periods of the target plan

1. Jim the project manager for the ARP project at Forward, Inc. selects an existing cost plan to copy and create a new plan. The existing cost plan spans the following time periods:
   • Start period: Jan 1, 2009-Jan 31, 2009
   • End period: Dec 1, 2009-Dec 31, 2009
2. On the copy cost plan page, Jim specifies the following as the copy periods in the Copy Data from Source Cost plan section:
   • Start period: Jun 1, 2009-June 30, 2009
   • End period: Dec 1, 2009-Dec 31, 2009
3. In the Target Cost Plan section of the same page, Jim specifies the following as the start and end periods of the target cost plan:
   • Plan start period: Jan 1, 2011-Jan 31, 2011
   • Plan end period: Dec 1, 2011-Dec 31, 2011

   The data from Jun 09 to Dec 09 periods from the source plan are copied to the Jan 2011 to Jun 2011 periods in the target plan.

More information:

Copy Cost Plans

Copy Benefit Plans

About Copying Financial Plans