Idea Financial Plans QRG - Modern UX

theWorX

A Quick Reference Guide to assist in the creation of Financial Plans for Ideas in Clarity’s Modern UX. In Modern UX you can only create Manual Financial Plans. Go to Classic if you want to create a Cost Plan from Investment Team a Budget Plan or Benefit Plan.

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Submission Date Aug 25, 2021 5:45 pm
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Supported Versions v15.9+
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