Detailed Financial Planning › Benefit Plans › Create Benefit Plans

Create Benefit Plans

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

Follow these steps:

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

   The benefit plans list appears.

3. Click New.

   The create page appears.

4. 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 appears on the benefit plan.

   Plan Start Period

   Defines the first time period to include in the plan.

   Plan End Period

   Defines the last time period to include in the plan.

5. Save the changes.

More information

Cost Plans

Benefit Plans

Processes for Financial Management

Add Line Item Detail to Benefit Plans