Specifying a Snapshot as the Plan of Record

According to your business needs, you can specify any of the snapshots of a financial summary as its Plan of Record.

Note: Give careful thought to specifying a different Plan of Record. Before changing the Plan of Record, consider updating the Description for the current Plan of Record snapshot for historical tracking purposes.

To change the Plan of Record snapshot:

  1. In the Summary section of the financial summary, click View Snapshots.

    A list of snapshots appears.

  2. In the Plan of Record column, select the snapshot you want to make the Plan of Record snapshot.

    If you select a snapshot other than the current Plan of Record snapshot, the Set as Plan of Record button becomes available.

  3. Click Set as Plan of Record.

  4. Click Done.

The first snapshot taken of the program is the Plan of Record, but you can change the Plan of Record after other snapshots are taken.