Detailed Financial Planning › Cost Plans › Populate Cost Plans Automatically

Previous Topic: How to Set Up Cost Plans for Automatic Population

Next Topic: By Example: Populating Line Item Details from Investment Team

Populate Cost Plans Automatically

You can automatically populate a new cost plan using values from the investment team or task assignments.

Follow these steps:

  1. Open Home, and from Portfolio Management, click an investment.

    The list page appears.

  2. Open the investment.

    The properties page appears.

  3. Open the Financial Plans menu and click Cost Plans.

    The cost plans list appears.

  4. Open the Actions menu, and from General, click one of the following:

    The properties page appears showing the default values from the associated entity and investment. You can accept these default values or change them.

  5. Enter a name, ID, and description for the cost plan.
  6. Save the changes.

    The cost plan details page appears. The line item detail rows are also populated from the investment team or task assignments.

  7. (Optional) Open the Actions menu, and from General, click one of the following to populate the cost plan details:
  8. Save the changes.

More information:

How Cost Plans are Automatically Populated

By Example: Populating Line Item Details from Investment Team