Financial Planning › Benefit Plans

Benefit Plans

Creating a benefit plan and associating it with a cost plan allows you to calculate ROI or NPV on an investment or service. Although cost plans can be set up to go through an approval process to become a formal budget, benefit plans do not have to be approved. While a benefit plan can be associated with an unlimited number of cost plans, a cost plan can have only one benefit plan.

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Create Benefit Plans

Add Line Item Detail to Benefit Plans

Edit Benefit Plans

Copy Benefit Plans

Associate Benefit Plans with Cost Plans

Associate Benefit Plans with Submitted Budgets

Delete Benefit Plans