When all Financial Plans within the Enterprise have been approved (see chapter 10), the Financial Plan can be closed and archived on Enterprise level. 

This chapter describes how to close and archive a financial plan.

11.1 Close a financial plan

When all Financial Plans within the Enterprise have been approved, the Financial Plan can be closed by the Global Administrator. 

This is done by going in the navigation panel to the homepage and selecting the relevant financial plan and clicking on the three dots and choose Close Plan (see picture below). The Financial Plan then gets the status Closed. 

Example - Screen: Homepage – close the plan

11.2 Reopen a closed financial plan

If needed, a closed Financial Plan can be reopened by the Global Administrator.

This is done by going in the navigation panel to the homepage and selecting the relevant financial plan and clicking on the three dots and choose Reopen Plan (see picture below). The Financial Plan then gets the status Open. 

Example - Screen: Homepage – reopen the plan

11.3 Archive a closed financial plan

A closed Financial Plan can be archived by the Global Administrator. 

The financial plan will still be listed on the home page and will be retained in the database, but the contents of the plan will no longer be accessible (on screens and in reports).

This is done by going in the navigation panel to the homepage and selecting the relevant financial plan and clicking on the three dots and choose Archive Plan (see picture below). The Financial Plan then gets the status Archived. 

Example - Screen: Homepage – archive the plan

WARNING: 

If necessary, an archived plan can be restored by the Global Administrator. The plan then receives the status Closed, which means that the contents of the plan can be viewed again.

The plan can then no longer be reopened, which means that changes to the financial plan are no longer possible.