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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update a cost plan breakdown

Update a cost plan breakdown record that specifies the estimated and actual cost, at a granular level, for specific fiscal periods.

Before you begin

Role required: it_project_manager

Procedure

  1. Open the required project.

  2. Select the Cost Plan related list.

  3. Select the Cost Plan Breakdowns related list.

  4. Select the i icon against a cost plan breakdown.

  5. Select Open Record.

  6. In the Cost Plan Breakdown form, view and update the enabled fields.

    For more information, see Cost plan breakdown form.

Parent Topic:Create a project cost plan

Related topics

Cost plan breakdown

System-generated cost plans