Update a cost plan breakdown

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.