Create a new financing plan

Switch to the Financing module (1) and click "+" (2).

Choose a name (3) and a linked budget for this plan (4), that will be used for project settings.

Decide if you want to start from scratch or use a financing plan template file (*.apmst) (5)

(You can save an existing financing plan as a template in MENU->PROJECT->SAVE FINANCING PLAN AS TEMPLATE)

And click Ok. (6)

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If you decided to start with an empty plan, start by creating Categories, Groups and Financing Sources (1).

Groups have to be inside a category. Sources have to be inside a group.

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