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Cost and Benefit Plan Properties

To view cost and benefit plan properties, open a cost or benefit plan of an investment and click the Properties icon. The Properties page appears by default.

Benefit Plan

This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, and Finish Period.

Benefit Plan Details

This page includes: Description, Benefit Class, and Benefit Subclass. The Benefit Class and Benefit Subclass are installed with the PMO Accelerator.

Cost and Budget Plan

This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Currency, Plan of Record check box, Status, and Grouping Attributes.

Submit Cost Plan to Budget

This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Submit Option, Currency, Plan of Record check box, Status, and Grouping Attributes.

Cost and Budget Plan Details

This page includes the grouping attributes selected for the cost plan.