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

Add Line Item Detail to Cost Plans

Use the Cost Plan Details page to view a list of line item details for your cost plan. To view this page, open the cost plan and click the Detail tab.

To add line item detail

1. On the <Investment> Financial Plans: Cost Plans list page, click the name of the cost plan.

   The Cost Plans Details page appears so that you can add specific line items to the plan.

2. Do one of the following:

   If you selected the Group By value without selecting a Sub-Group By value when you created the cost plan, select the Group By line items you want from the list and click Add.

   The Add Plan By Details page appears.

   • If you selected both Group By and Sub-Group By values when you created the cost plan, click Add.

     The Add Plan By Details page appears. The items listed are determined by what you selected as the Group By when the cost plan was created. The selections here appear as labels on the grid of the plan.

   • Select the check boxes of the Group By items you want included in the cost plan and click Add and Continue.
   • Select the check boxes of the Sub-Group By items you want included in the cost plan and click Add.

     The Cost Plan Details page appears with the Group By and Sub-Group By details for the time periods selected.

3. Edit the fields on the cost plan to enter detail.

More information:

Edit Cost Plans