Contents of the Closing Plan Screen

Use the fields and options to configure the Closing Plan screen.

Closing Plan

Field	Description
Closing Plan Name	Enter a name for the closing plan.
Closing Plan Owner	This field displays the name of the user you selected in the Closing Plan Owner ID field.
Closing Plan Owner ID	Enter, or click to select, an owner for the closing plan.
Active	Select this checkbox to indicate if the closing plan is active. You can set only one active closing plan at a time.
Template	Select this checkbox to use the plan as a template for other plans.
Fiscal Year	Enter, or click to select, the fiscal year for which the closing plan is to be executed.
Period	Enter, or click to select, the period for which the closing plan is to be executed.
Sub	Enter, or click to select, the subperiod for which the closing plan is to be executed.
Start Date	Enter, or click to select, the plan start date.
End Date	Enter, or click to select, the plan end date.
Est Completion	Enter, or click to select, an estimated completion date for the plan.
Tasks Open	This field displays the number of unfinished tasks in the plan.
Tasks Closed	This field displays the number of completed tasks in the plan.
Tasks in Closing Plan	This field displays the total number of tasks in the plan.
Status	This field displays the progress of plan execution. It displays one of the following values: Not Started In Progress Complete Closed
Completed and Closed	When all tasks in the plan are complete, select this checkbox to mark the plan as completed and closed.

Subtask	Description
Tasks	Click this link to enter, view, or delete tasks for the closing plan.