Adding Rows to a Plan
Rows define what you are planning. Each row is an item, an account, or an employee — you add them from a searchable list grouped by category.
A plan with no rows is empty. Rows are the subjects of your forecast — the things you are assigning a target to. The task is the same on every plan type; only the source of the rows differs.
The Task
The button at the right of the grid toolbar is labelled for the plan type: Add Item, Add Product, Add Account, or Add Employee. It opens a panel below the button with the search box focused.
Type to filter as you go — search matches the row's name or its category. Rows sit under uppercase category headers, and each row shows its code on the right: the item's SKU, the account code, or the employee number.
Click a row to add it. Or use Add all (n) on a category header to add every row in that group at once — the fastest way to build an expense budget across a whole account group.
A row added but never given a figure writes nothing. Fill at least one cell, then Save Changes.
Row Sources by Plan Type
| Plan Type | Row Source | Grouped By | Code shown |
|---|---|---|---|
| Sales | Active items of type Product or Service | Item type | SKU |
| Purchases | Active items of type Product or Service | Item type | SKU |
| Expenses | Accounts whose element is Expense | Account detail type | Account code |
| Cash Flow | Accounts whose detail type is Cash or Bank, or whose name contains "cash" or "bank" | Account detail type | Account code |
| Production | Active items of type Product | Item type | SKU |
| Payroll | Employees who are not terminated | Department | Employee number |
What the List Tells You
| The list says | Meaning |
|---|---|
| A grouped list of rows | Normal. Everything shown can still be added. |
| "All items already added" | Every available row is already in the grid. |
| "No matches" | Your search matched nothing. Clear it. |
| "No items available — Create some first to add them as targets." | The business has no rows of that kind at all. Create the items, accounts, or employees first. |
Rows already in the grid are never listed, so you cannot add the same row twice.
Removing Rows
Hover a row's name in the grid and click the × that appears. The row and its figures leave the grid you are editing.
Save Changes writes the cells that hold a value; it deletes nothing. A row that was already saved comes back, with its figures, the next time the grid is opened — and it keeps counting toward the plan's totals in the meantime. To genuinely remove a target, delete it from the target row page.
Row Order
Rows appear in the order they were added and cannot be dragged into a different order. The plan's Overview does rank rows — by attainment, by actual, or by target — so use that view when you want them ordered. See By item.