Plan Management.

Create multiple versions of your financial plan

A plan represents a specific planning scenario. Your business may have budgets that are approved by the board, but you may also want to run scenarios that include future funding, conservative vs. aggressive performance estimates and time-boxed run rates. All of these scenarios are considered plans in Jirav.

Plan Management

To manage plans, navigate to the Plans area of Jirav, open the Plan dropdown and select Manage Plans.

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Active & Archived Plans

Plans are organized into two sections, Active & Archived.

Active Plans are available to view in the dashboards, reports & plans areas of Jirav.

Archived Plans are hidden from view in dashboards, reports & plans. An Archived Plan can be restored to an Active Plan at any time. 

To move a plan between Active & Archived, hover the left of the Plan from the Manage Plans screen and select Archive or Make Active. 

New Plans

A new plan can be created as a blank plan or as a clone of existing plan by following the steps outlined below. 

Option 1: Create a Blank Plan

Select + Add New from the Manage Plans screen to create a plan that does not include any data  input or plan drivers. 

Option 2: Clone a Plan 

To create a new plan as a clone of an existing plan, hover to the left of the plan that should be cloned from the Manage Plans screen to activate the hamburger menu, click the menu and select Clone.

Delete Plans

To delete a plan, hover to the left of the plan that should be deleted from the Manage Plans screen to activate the hamburger menu, click the menu and select Delete.

Plan Customization

Each plan has different characteristics that can be adjusted to fit the plan purpose as described below.

Plan of Record (POR)

Making a plan a Plan of Record, denotes the plan with a ⭐ and locks the plan as of the time it is made a plan of record. To make a plan a POR, hover to the left of the desired plan from the Manage Plans screen to activate the hamburger menu, click the menu and select Make POR. 

The following are characteristics of PORs: 

• An Active POR can be viewed in reports, dashboards & plans
• A POR is uneditable 
• It is possible to have more than one POR
• Once a plan is made a POR it cannot be undone
• A POR can be cloned into an editable plan 

Click here to learn more about Plan of Records. 

Name

The Name field is a free text field that will serve as the label for the plan in dashboards, reports & plans. 

Actuals & Forecast Period 

The actuals & forecast periods determine which months in the plan will display historical financial data from the accounting system and which months in the plan will be planned for within Jirav. 

The following are characteristics of the Actuals & Forecast Periods for a Plan: 

• Actuals Periods are read-only and uneditable
• Months that are part of the Actuals Period for the plan will display in plan tables with white headers
• Forecast Periods are editable 
• Months that are part of the Forecast Period for the plan will display in plan tables with blue headers
• Updating the end of the Actuals Period will automatically update the start of the Forecast Period; Likewise, updating the start of the Forecast Period will automatically update the end of the Actuals period