Financial Planning › Financial Plans › View Financial Plans

View Financial Plans

Cost plans, benefit plans, and budget plans are created and viewed from the Financial Plans tab.

The Cost Plans, Benefit Plans, and Budget Plans subtabs are listed under the Financial Plans tab.

To view financial plans

1. Select a service or investment by doing one of the following:
   • To select a service, click Services from the IT Service Management menu.
   • To select an investment, select the appropriate investment type from the Portfolio Management menu.

   The investment's list page appears.

2. Click the name of the service or investment.

   The investment's properties page appears.

3. Click the Financial Plans tab.

   The <Investment> Financial Plans: Cost Plans page appears.