Financial Planning › Cost Plans › Create the Plan of Record

Create the Plan of Record

The plan of record is the cost plan that you intend to use as the budget plan for an investment or service. Before you submit a cost plan for budget approval, you must make it the plan of record.

To create a POR

1. On the Financial Plans tab, click the Cost Plans subtab.

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

2. Select the check box next to the plan you want as the plan of record and click Set as Plan of Record.

   A check mark appears in the Plan of Record column for the plan selected.