Idea Financial Plans QRG - Modern UX


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.

Download Details
Submission Date Aug 25, 2021 5:45 pm
Submitter Rego
Content Type Document
Work Type
Work Categories
Related Content
Supported Versions v15.9+
Company Rego Consulting