Financial Planning › Benefit Plans › Associate Benefit Plans with Submitted Budgets

Associate Benefit Plans with Submitted Budgets

Benefit plans associated with cost plans do not carry over to budgets. To associate a benefit plan with a budget, you must associate it with the submitted budget before it is approved. Approved budgets are read-only and cannot be associated.

To associate a benefit plan with a submitted budget

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

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

2. Click the name of the submitted budget.

   The Budget Details page appears.

3. Click the Properties tab.

   The Budget Properties page appears.

4. Click the Browse icon in the Benefit Plan field and select a benefit plan.
5. Click Save.