Editing a Plan

Important: To edit an existing plan, you must have the Manage budgets role. For complete descriptions of each role available in Flexera One, see Flexera One Roles. 

You can edit your plan details such as plan name, cost amortization settings, and plan numbers.

Note:Some plan settings cannot be altered after a plan has been created. You cannot alter the plan’s defined date range and data grouping settings.

To edit a plan:

1. Click Cloud > Cost Optimization > Cost Planning. The Cost Planning page opens, listing the plans for your tenant.
2. Choose a plan to edit by clicking its name in the plan list.
3. On the plan dashboard, click Edit. The Edit Plan slideout opens, the Details tab opens by default.
4. Edit the following plan fields:
• Plan Name 
• Amortized or Unamortized 
5. To edit the forecast data:
a. Click the Forecast tab.
b. Update the details.

Note:You can edit the forecast data manually or update it by clicking Fill Forecast. The Fill Forecast slideout opens. Select the File Source option from one of the following: Historical Data and Upload File. For more information, see Fill Forecast.

6. To edit the budget data:
a. Click the Budget tab.
b. Update the details.

Note:Consider the following:

• You can edit the budget data manually, copy the data from forecast by clicking Fill Budget and selecting Copy From Forecast, or upload a CSV file by selecting Upload File. For more information, see Fill Budget.
• The Copy From Forecast button is disabled if no projected forecast data is available.
7. Click Save. After you save your plan edits, Flexera One shows the dashboard for that plan.