Financial Planning › Benefit Plans › Add Line Item Detail to Benefit Plans

Add Line Item Detail to Benefit Plans

Use this procedure to add line item detail to a new benefit plan.

To add line item detail

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 new benefit plan.

   The Benefit Plan Details page appears.

3. Click Add.
4. Type the name of the benefit detail in the Detail field.

   The name you enter appears as a label in the grid for the benefit plan. Add as many benefit detail fields as needed.

5. Click Submit.

   The grid for the benefit plan appears showing the detail names you entered and the time periods in read-only mode. You can change the detail fields to edit mode to enter data.