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How Start Dates of Financial Plans are Copied Over

This example shows how the start and end time periods are set for financial plans that you create by copying from a template project.

The template project with a start date in December 2010 includes the following financial plans:

• Cost Plan A is POR and spans two years from Jan 2011-Dec 2012.
• Cost Plan B spans two years from June 2011-June 2013.
• Benefit Plan C (associated with Cost Plan A) spans three years from Jan 2013 – Dec 2016.
• Benefit Plan D (associated with Cost Plan B) spans four years from July 2013 – July 2017.
• Benefit Plan E (not associated with any cost plan) spans four years from June 2013 – June 2017.

When you copy the template information into a new project with a start date in December 2011, the financial plans shift. Financial plans shift according to the new start date. But the plans maintain the same time lapse between the start and end dates originally defined in the template.

The financial plans now have the following new start and end time periods:

• Cost plan A is POR and spans two years from Jan 2012 – Dec 2013. Maintains the one month lapse with the project start date as before.
• Cost plan B still spans two years from June 2012 – June 2014. Maintains the six months lapse with the project start date as before.
• Benefit plan C still spans three years from Jan 2014 – Dec 2017. Maintains the two years and one month lapse with the project start date as before.
• Benefit plan D still spans four years from July 2014 – July 2018. Maintains the two years and seven-month lapse with the project start date as before.
• Benefit plan E still spans four years from June 2014 – June 2018. Maintains the two years and six-month lapse with the project start date as before.