Financial Planning › Benefit Plans › Edit Benefit Plans

Edit Benefit Plans

Use this procedure to enter information for a new benefit plan or to edit data in an existing plan.

To edit a benefit plan

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

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

2. Click the name of the benefit plan.

   The Benefit Plan Details page appears.

3. Select Edit Mode in the Actions menu.

   The fields on the Detail tab change from read-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. Edit the fields and add values as needed for benefit details.
5. Select Display Mode in the Actions menu to return to display mode.
6. Click Save.