Financial Planning › Cost Plans › Copy Cost Plans

Copy Cost Plans

Use the following procedure to copy an existing cost plan. You can copy the entire cost plan and make modifications, or you can copy a portion of the cost plan. To copy a portion, you can change the start and end periods or you can scale the values included in the cost plan by a percentage.

To copy a cost plan

1. Open the investment.

   The <Investment> Properties: Main - General page appears.

2. Click the Financial Plans tab.

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

3. Select the check box next to the cost plan you want to copy and click Copy.

   The Copy Cost Plan page appears.

4. Complete the following fields in the New Cost Plan section:

   Plan Name

   Defines the plan's name. Accept the default name, which is the original name with a number to indicate the copy, or enter a new name.

   Plan ID

   Defines a unique ID for the plan.

   Description

   Defines a description for the plan.

   Period Type

   Defines the period type, such as monthly or quarterly.

   Plan Start Period

   Defines the start date for the time period or range of time periods. Click the Browse icon to select another plan start time period.

   Plan End Period

   Defines the end date for the time period or range of time periods. Click the Browse icon to select another plan end time period.

   Group By

   Defines the selected primary line item details for the time period.

   Sub-Group By

   Defines the selected secondary line item details for the time period.

5. Complete the following fields in the Copy Data from Original Cost Plan section:

   Source Plan Name

   Defines the plan from which you are copying data.

   Start Period

   Defines the start time period. Click the Browse icon to select another start time period.

   End Period

   Defines the end time period. Click the Browse icon to select another end time period.

   Scale By

   Defines the percent by which the copy is scaled. Enter a number value to indicate how you want the copy scaled.

   Example: Enter 75 to see the values for the copy increased by 75 percent of the values for the original.

6. Click Submit.

   The cost plan is copied.