Financial Planning › Benefit Plans › Create Benefit Plans

Create Benefit Plans

You can create a benefit plan from scratch using the following procedure or copy it from a project template.

Note: See the Project Management User Guide for more information.

Use this procedure to create a benefit plan to associate with a cost plan.

To create a benefit plan

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

   The <Investment> Financial Plan: Benefit Plans page appears.

2. Click New.

   The Create Benefit Plan page appears.

3. Complete the following fields:

   Plan Name

   Defines the name for the benefit plan.

   Plan ID

   Defines the unique identifier for the benefit plan.

   Period Type

   Defines the time period unit that will appear on the benefit plan. Select a time period from the drop-down list.

   Plan Start Period

   Defines the first time period to include in the plan. Click the Browse icon to select a time period.

   Plan End Period

   Defines the last time period to include in the plan. Click the Browse icon to select a time period.

4. Click Submit.

   The <Investment> Financial Plan: Benefit Plans page appears.