Financial Planning › Benefit Plans › Copy Benefit Plans

Copy Benefit Plans

Use the following procedure to copy an existing benefit plan to create a new plan. You can copy the entire plan or just a portion of it. After copying the plan, you can modify it. 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.

When you copy a plan, the New Benefit Plan section of the page displays the copied plan as is (without any changes). The period type is uneditable. The Plan Start Period and Plan End Period fields display the start and end plan periods of the original plan.

To copy a benefit plan

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

   The <Investment> Financial Plan: Benefit Plans page appears.

2. Select the check box next to the benefit plan you want to copy and click Copy.

   The Copy Benefit Plan page appears.

3. Complete the following fields in the New Benefit Plan section of the page.

   Plan Name

   Defines the new name of the copied plan. Enter a new name as desired.

   Default: The plan name is the name of the plan from which you are copying prefixed with "copy of".

   Plan ID

   Defines a unique ID for the plan.

   Plan Start Period

   Defines a new start time period to include in the copy. Click the Browse icon to select a new start time period.

   Plan End Period

   Defines a new end time period to include in the copy. Click the Browse icon to select a new end time period.

   Scale By

   Defines the percentage to scale the copied plan's dollar values by.

   Default: 0 indicates that values will not change.

   Example: Enter 75 to scale the values from the copied plan, increase by 75 percent from its original. Enter 100 to scale the value to twice the original.

4. Click Submit.

More information:

How to Shift and Scale a Plan After Copying