Financial Planning › Budget Plans › Submit Cost Plans as Budget Plans

Submit Cost Plans as Budget Plans

A cost plan must be designated as the POR before you submit it for approval.

To submit a cost plan as a budget plan

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

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

2. Select the check box next to the cost plan designated as the POR, and click Submit for Approval.

   The Submit for Approval page appears.

3. Complete the following fields:

   Plan Name

   Defines the name of copied plan. Accept the default name, which is the original cost plan name, or enter a new name. The original name is retained as read-only in the Plan of Record field.

   Plan ID

   Defines unique ID for the plan.

   Start Period

   Defines the start period to submit a portion of the cost plan rather than the whole fiscal period. Enter a different start period.

   End Period

   Defines the end period.

4. Click Submit for Approval.

More information:

Create the Plan of Record