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Financial Plan type is not available in project template

Accepted answer
edited Jan 26, 2021 11:45AM in Project Management 10 comments


We want to update our project templates with a financial plan type. Unfortunately the LOV for financial plan types is empty. 

Template - Financial tab and 'Budget and Forecasts'.

However when we use the same template to create a project and then want to add a financial plan type at budget creation then we can see the plan types.

Why the difference?

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