Closing Plan

Use this screen to create, configure, and capture to-do items for month-end, quarter-end, or year-end processes , assign tasks to team members, and track progress.

You can utilize this screen to standardize and create a structured, repeatable process that helps reduce manual effort, avoid errors, and increase efficiency.

On this screen, you can:

• define structured close plans with clear start and end dates
• break down the plan into individual tasks
• assign tasks to specific users
• define the Costpoint screen for performing a task
• track the progress of the plan or its tasks
• mark the task as Auto to automatically run it in a batch job
• mark a task or a plan as complete