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How to turn a draft plan into a working plan
How to turn a draft plan into a working plan
You can promote a draft plan to be used as part of your working plan at any time during the year
Support Team avatar
Written by Support Team
Updated over a week ago
  • You can also select the financial year that you want the draft to move to for example, a 2022/23 draft can be promoted to the 2022/23 working plan.

How to move a draft plan

  1. Go to the Plan screen.

  2. Hover your mouse over the draft plan that you want to promote to Working.

  3. Click on the three vertical dots, select Set as Working Plan.

What happens to the existing working plan?

You can only have one working plan at one time.
The plan that was previously used within the working plan moves down to the Drafts section and becomes a draft plan.

TIP:  If a draft wasn't used when the working plan was first created i.e. you created your working plan from scratch, it will be called 'Year' Working plan when it moves to the Drafts section.

How can you tell what plan is used with the working plan?

At any time, you can see what draft, if any, makes up the planned transactions in the working plan.
For example, the 2022/23 working plan (below) now includes planned transactions from the draft plan 'Working plan November 22'. 

TIP: We recommend you include a description of your plan. This helps to differentiate one plan from another plans A description can be added by clicking the Cog icon (Settings) -see below

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