Costpoint Help

Create New Closing Plans

Use the Create New Closing Plans screen to replicate existing closing plans.

Use this screen to efficiently create recurring closing plans with similar task structures and set a fixed interval between the start dates of the original and repeated plans.

After you create new plans on this screen, use the Closing Plan screen to view, manage, or delete a closing plan.


Related Topics:

Display the Create New Closing Plans Screen

You access the Create New Closing Plans screen from the Accounting domain.

Contents of the Create New Closing Plans Screen

Use the fields and options to configure the Create New Closing Plans screen.

Table Information for the Create New Closing Plans Screen

Changes to the Create New Closing Plans screen update the ME_CHECKLIST_HDR and the ME_CHECKLIST_DETAILS tables.


Parent Topic:

Company Calendar