Detailed Financial Planning › Cost Plans › Create the Plan of Record

Create the Plan of Record

Before you submit a cost plan for budget approval, make it the plan of record.

Follow these steps:

1. Open the investment.
2. Open the Financial Plans menu and click Cost Plans.

   The cost plans list appears.

3. Click the Set Plan of Record icon next to the plan you want as the plan of record.

   A check mark appears in the Plan of Record column for the plan selected.

More information:

Plan of Record

Define Cost Plans Manually