Who can complete this task?
- Administrators and Site Staff with the Financial Management Extended Permission
To update the Expense Plan’s status, complete the steps below:
- Navigate to Finance.
- Select Expenses.
- Select Edit associated with the plan to update.
- Select Current from the Status field dropdown in the top right.
- Select the effective date and if needed, update the Description.
- Select Save. Expense Plans are version-controlled; if changes are required after saving, you can create a new draft based on the current version.
Schedules, Budgets, and Expense Plans are versioned independently; if a schedule change impacts the costs and expenses associated with the study, you should update the Expense Plan.
