Financial Planning › Cost Plans › Edit Cost Plans

Edit Cost Plans

Use this procedure to enter data into a cost plan initially or to edit data already entered in cost plan fields. You can enter positive and negative values in the cost plan. For example, to track depreciation.

To edit a cost plan

1. Open the investment and click the Financial Plans tab.

   The <Investment> Financial Plans: Cost Plans list page appears by default.

2. Click the name of the cost plan.

   The Cost Plans Details page appears.

3. Select Edit Mode from the Actions menu.

   The fields on the Detail tab change from display-only to edit mode. If you do not see text entry fields, make sure the correct time period for the plan is displayed. Use the left and right arrows above the time periods to select the correct times.

4. Change the plan as needed:

   GL Account

   Associates a GL Account with each selected group or sub-group.

   Units

   Defines the number of units.

   Cost

   Defines the cost.

   Revenue

   Defines the revenue.

5. Click Save.