Fiscal year for plans

When you add or edit a plan, you choose its fiscal year from a list. You can edit budget information for the fiscal year you choose.

Unica Plan keeps multi-year budget data for plans. The system keeps budget information for the current fiscal year, the next two fiscal years, and any past fiscal years, dating back to when you first installed Unica Plan.

Viewing budget information

The budget information that you view in Total mode is for the life of the plan. The budget information that you view in Detailed mode is for the specified fiscal year.

Editing budget information

Budget information that you edit on the Budget tab corresponds to the selected fiscal year. You can edit only the budget for one fiscal year at a time. To edit budget data for a fiscal year, edit the Fiscal Year value on the summary page for the plan. Then, set the value to the fiscal year that corresponds to the budget data you want to edit.