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.
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
Update planned livestock sales and purchases with forecast stock values
Adjust livestock quantities to be in line with season targets