Planning options provide a template for the creation of budget and forecast versions. Planning options enable you to create budget and forecast versions quickly and without having to select plan settings, currency settings, rate schedules, generation options, and Microsoft Excel options each time that you create a new version.
To facilitate the definition of planning options for plan versions, Oracle Projects enables you to define planning options at the following levels:
Project Template and Project: Planning options that you define for a project template or project are the default planning options for plan types that you add to a project.
Plan Type: Planning options that you define for a plan type added to a project override the default planning options from a project template or project, and are the default planning options for plan versions that you create for the plan type.
Plan Version: Planning options that you define for a budget or forecast version override the default planning options from the plan type added to a project.
You can define planning options when you set up a project template or project. You can define and edit planning options when you add a plan type to a project, and when you create a plan version for a plan type.
Note: You can define budget and forecast generation options for a plan type within the context of a project, and for a plan version. You cannot define generation options for a project template or project.
In addition, you can specify a Microsoft Excel spreadsheet layout for a plan type within the context of a project template or a project. You cannot change a spreadsheet layout selection at the plan version level.
Changes that you make to planning options for a plan type affect only new plan versions that you create after the change. After you enter amounts for a plan version, you cannot change the resource breakdown structure associated with the plan type.
Attention: If you intend to create budgets and forecasts that are time-phased by PA or GL periods, you must define period profiles for your project before you define planning options. See: Using Period Profiles.