All Collections
Planning & Budgeting
Create Plans
Create a plan using your actual transactions
Create a plan using your actual transactions

A great way to start a plan if your business is expected to perform much the same as a prior year

Updated over a week ago

You can now use actual transactions to create a Draft or Working Plan, review the new plan, and make changes.

To Create a New Working Plan

Click on New Working Plan

Choose your Starting Point by using the previous year's Actuals, start from Empty, or Create from a revised view of your Current Working Plan.

Transactions not livestock or milk production items will be consolidated into a single figure against the original code.  

For example, if you have more than one power account that is coded to farm electricity each month, these items will be consolidated into one planned item each month.

To Create a New Draft Plan click on New Draft and follow these instructions in the Draft Plan Help Topic

Review and edit

Your Working Plan has now been created. We recommend you review your plan items to make sure they are in line with your season targets.

Dairy Forecaster

  • Update the season forecast payout, if the forecast payout is not yet available you can manually enter an estimate.

  • Adjust the milk solids (kg) quantity to be in line with your season targets.

Livestock 

  • Update planned livestock sales and purchases with forecast stock values.

  • Adjust livestock quantities to be in line with season targets.

More information


Did this answer your question?