View or Change Planned Production Budget Status

This activity is only applicable if the Plan Budget status definition has been configured. See Status Definitions.

Security Note: Assuming you can view the planned production budget, no specific security right is required to view its status history. To change the status, you need the following security rights:

  • Allow planning maintenance in the Planning domain security rights group
  • The specific Plan Budget status transition as an allowed status transition
    Status link configuration may require that only different users can change consecutive statuses, or that the user who changes the status cannot be the user who last modified the planned production budget.

Activity Steps

  1. Open the Plan.
  2. Select the Planned Production Budget tab.
  3. Select the Status tab.
  4. If a full Comment is not visible, hover the mouse pointer over the field to display the comment as a tooltip.
  5. To change the status:
    1. Right-click and select Set Status To and the required status from the menu.

      Note: If the Editable property of the new status is not checked, the planned production budget details are read-only.

    2. Enter a Comment if required.
    3. Update the Applicable Status Start Date if required.

      Note: Ensure that the selected date does not change the sequence of statuses within the status history. You can only edit the date of the initial status if you have permission to create the planned production budget. You can only edit the date of a non-initial status if you have permission to transition the planned production budget to that status.

  6. To delete a status, right-click the status and select Delete from the menu.

    Note: You can only delete a status if it is the current status and if you have permission to transition the planned production budget to that status.

  7. Click Save.