You can enter plan data records by time period
A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. for Regions, Practices, and Groups. A related list exists in each Region, Practice and Group, where you can add plan data:
- Click New Region Plan in the Plans related list on the object that you want to add the plan to.
- Complete the fields described in Region, Practice, and Group Plan Fields.
- Click Save.
To edit existing Plan Data, edit the record for the Region, Practice, or Group's corresponding time period from the related list.