These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Financial Planning & Analysis
- Features
- Plan review
Plan review
Decide on plans in review and retain the approval outcome.
OverviewPlans Awaiting Approval×
Financial Planning & Analysis · Plan review
New
Plans Awaiting Approval
Approval waits for the finance leader
| Plan number | Plan name | Plan type | Fiscal year | Total plan amount | Plan owner | |
|---|---|---|---|---|---|---|
| PLN-93426 | Plan 304 | Budget | FY-891 | 590 | ||
| PLN-87875 | Plan 998 | Forecast | FY-144 | 900 | ||
| PLN-69395 | Plan 621 | Budget | FY-159 | 220 | ||
| PLN-54996 | Plan 894 | Forecast | FY-561 | 310 | ||
| PLN-59225 | Plan 221 | Budget | FY-142 | 110 |
6 of 6 records
Plan 304Plans · PLN-93426
BudgetFiscal yearFY-891
Total plan amount590
What you can do
Plan review in daily work
The plan approval action accepts a plan in in review and records an approval decision and an operation receipt. Finance Leader works from the awaiting approval list and checks the underlying cost center lines before acting.
A plan submitted for review has an owner, organization, version, period and cost center lines. Finance Leader checks the exact submission before using Approve Plan. When that action succeeds, the plan becomes Approved and the app records a review decision and operation result. A repeat attempt is refused with a Skipped result.
How the work is organized
- Submission. FP&A Planner puts the chosen plan version in review.
- Approval. Finance Leader inspects its lines and uses Approve Plan for an in review plan.
- Evidence. Reviewer checks the decision and operation result against the plan number.
What to agree during setup
Agree who has the right to approve and what evidence the reviewer needs. Use the plan name, version, organization and period to identify the exact submission. Keep notes and attachments with the record they explain.
Agree the person authorized to use Approve Plan and the evidence that Finance Leader expects to see before acting. Keep the plan number and version visible on notes or attachments. Check the rolled-up amount against the lines and resolve any unexpected actual amount before approving the plan.
Check the handoff on an actual case
Open a plan in review with a material cost center variance. Read its lines and notes, then use the approval action if the plan is ready. Confirm the plan shows Approved and that the decision and operation result point to the same review. A plan already approved should not pass through the same approval transition again.
FP&A Planner identifies the in review plan and its Software line. Finance Leader checks its period and variance, then approves it. Reviewer finds the Approved plan, its decision and the Succeeded receipt. If the approval action is tried again, the plan stays Approved and the new receipt is Skipped; Reviewer should not count that second attempt as approval.
What your team sees
- Plans Awaiting Approval — Shows in review plans with owner and planned amount.
- Review Exceptions — Shows returned or rejected decision records for follow-up.
Follow the work through
See the related process for the operating sequence. Use the data model to check references before importing records and roles to agree who can act.
What it keeps track of
Data model- Plans
- Budget and forecast plan headers with period, owner, version and approval status.
- Plan lines
- Cost center budget and forecast lines with quantity, unit rate and amount.
- Review decisions
- Approval decisions on plans, billing runs, invoices and revenue schedules.
- Operation receipts
- Executed-operation evidence with operation type, actor, result and document URL.
- Record attachments
- Files attached to any parent record with kind, uploader and timestamp.
Who uses it
Permissions- FP&A Planner
- Prepares the submitted plan and explains its lines.
- Finance Leader
- Makes the approval decision.
- Reviewer
- Inspects the recorded decision and action result.
Set up Financial Planning & Analysis your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.