Detailed Financial Planning › Benefit Plans › Associate Benefit Plans with Submitted Budgets

Associate Benefit Plans with Submitted Budgets

The benefit plan association to a cost plan carries over to the submitted budget. This association can only be changed while the budget is in a submitted state. Once approved the benefit plan association cannot be changed.

Follow these steps:

1. With the budget plan open, click Properties.

   The properties page appears.

2. In the Benefit Plan field select a benefit plan.
3. Click Save.

More information:

Cost Plans

Submit Cost Plans as Budget Plans

Create Benefit Plans

Associate Benefit Plans with Cost Plans