Detailed Financial Planning › Benefit Plans › Edit Benefit Plans

Edit Benefit Plans

Use this procedure to edit data in an existing benefit plan. A benefit plan cannot be deleted if it is associated with a cost plan.

Follow these steps:

1. With the benefit plan open, click Properties.

   The properties page appears.

2. Review or edit the following fields:

   Plan Name

   Defines the name for the benefit plan.

   Plan ID

   Defines the unique identifier for the benefit plan.

   Total Benefit

   Displays the total benefit for the benefit detail line item.

   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.

3. Save the changes and click Detail to edit the benefit plan details.

   The benefit plan details appear.

4. Review or edit the following fields:

   Detail

   Defines the benefit details.

   % Benefit

   Displays the percentage of the benefit detail line item as it contributes to the total benefit plan.

   Total Benefit

   Displays the total benefit for the benefit detail line item.

   Actual Benefit

   Displays the actual benefit amount for the benefit detail line item.

   Variance

   Displays the difference between the actual and the planned benefit amounts for the benefit detail line item.

   Benefit

   Defines the planned benefit amount for the time period.

   Actual Benefit

   Defines the actual benefit amount for the time period.

   Variance

   Displays the difference between the actual and the planned benefit for the time period.

5. Save the changes.

More information

Create Benefit Plans

Add Line Item Detail to Benefit Plans

Associate Benefit Plans with Cost Plans