Adding Additional Information to an Element

Financial data, planning assumptions, and consolidation entries are often complex. Using the Additional information tab, you can add notes and file attachments directly to elements in Consolidation & Financial Planning. This allows you, for example, to clearly document why you made certain adjustments, what assumptions underlie a plan, or which supporting documents are relevant.

Your team members can view this information at any time and build on it.

To add additional information to an element, open the Additional information tab in the element's detail view and click Edit. The tab is displayed as follows, for example:

In edit mode, you can add additional information in the form of text using the text editor and/or as file attachments.