Summary Financial Planning › Manage Planned Cost and Benefit

Manage Planned Cost and Benefit

Create the planned cost and planned benefit data for your investment using the Planned section in the budget properties. If a cost plan and benefit plan exists for the investment, view the pre-populated planned cost and planned benefit data in the budget properties.

Follow these steps:

1. Open the investment.
2. Open the Properties menu and click Budget.

   The budget properties appear.

3. From the Planned section, enter planned cost and benefit data, or view the following data if a detailed financial plan exists:

   Planned Cost

   Defines the total planned cost for the investment. The value is distributed between the Planned Cost Start and the Planned Cost Finish dates.

   Planned Cost Start

   Defines the date when the planned cost for this investment starts. This field is populated from the start date defined on the investment schedule.

   Planned Cost Finish

   Defines the date when planned cost for this investment ends. This field is populated from the finish date defined on the investment schedule.

   Planned Benefit

   Defines the total planned benefit you can receive from this investment.

   Planned Benefit Start

   Defines the date when planned benefit starts for this investment.

   Planned Benefit Finish

   Defines the date when planned benefit ends for this investment.

4. Save the changes.

More information:

About Detailed Financial Planning

Cost Plans

Benefit Plans

Summary Financial Planning