An effective way to use cost plans is to create a single cost plan, then copy it and make modifications to create additional cost plans for "what if" scenarios. The first cost plan created for an investment is automatically designated as the POR, but you can reassign this status to any plan and submit it for budget approval. The remaining cost plans can be left in place for reference or future use.
When an investment is added to a portfolio, the financial POR is automatically attached to all of the portfolio scenarios, ensuring that the investment's costs are included in the rollup for the portfolio. If you select a different cost plan scenario as the POR for the investment, the new POR is used in the rollup for the portfolio.
A newly created cost plan shows the selected primary (group by) and secondary (sub-group by) line item details and the time period. Initially the cost plan appears in read-only mode. To enter data in the fields, select Edit Mode from the Actions menu.
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