A planning level represents the level of the project financial structure at which you enter budget and forecast amounts. Planning level options enable you to create different plan versions that capture budget and forecast amounts at different levels of detail. For example, you can create one budget version to capture detail cost amounts at the lowest task level, another to capture summary cost amounts at the top task level, and a third to capture total revenue amounts at the project level.

When you create budgets and forecasts that do not use budgetary control and budget integration features, you can choose to enter budget and forecast amounts at any level of the financial structure by selecting one of the following lowest level planning level options:

• Project

• Top Task

• Lowest Task

  When you choose the Lowest Task option, you can enter amounts at all levels of the financial structure including top tasks, middle-level tasks, and lowest tasks. You can also enter amounts at multiple task levels within the same branch of the financial structure. Oracle Projects treats the amounts that you enter at each task level as incremental amounts that roll up into the total amounts for the project.

When you create budgets that use budgetary control and budget integration features, you can choose to enter budget amounts at one of the following planning levels:

• Project

• Top Task

• Lowest Task

• Top and Lowest Task

  When you choose the Top and Lowest Task option, you can enter amounts in a combination of top tasks and lowest tasks. For example, you can set up some branches of the financial structure to enter amounts at the top task level and other branches to enter amounts at the lowest task level. You cannot enter amounts at both the top task and lowest task levels within the same branch of the financial structure.