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Planning

Planning

Create, revise and organise your financial plans in one place

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7 articles in this collection
Written by Focus Team

Planning tools and features

An overview of plan options that make creating and editing plans quicker and easier
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Written by Focus Team
Updated over a week ago

The Plan screen

An overview of how the plan screen works in Cash Manager Focus
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Written by Focus Team
Updated over a week ago
Working plan

The working plan

Your working plan is a living document that you can shape and mould as the year progresses
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Written by Focus Team
Updated over a week ago

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
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Written by Focus Team
Updated over a week ago
Baseline plan

The baseline plan

An overview of how baseline plans work in Cash Manager Focus
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Written by Focus Team
Updated over a week ago
Draft plan

Create a draft plan

Cash Manager Focus helps you create plans easily and guides you through the creation process
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Written by Focus Team
Updated over a week ago
Settings

Rename a plan

Draft plans can be renamed at any time while Working and Baseline plans use a set name
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Written by Focus Team
Updated over a week ago