Detailed Financial Planning › Example: How Financial Plan Data is Copied › Copy Cost Plans

Copy Cost Plans

Use the following procedure to copy an existing cost plan from an investment to create a new cost plan. You can copy the entire cost plan or only a portion of it and modify.

Follow these steps:

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

   The list page appears.

3. Select the check box next to the cost plan you want to copy
4. Open the Actions menu, and from General, click Copy Cost Plan.

   The copy plan page appears.

5. Complete or review the following fields in the Copy Data from Source Cost Plan section:

   Source Plan Name

   Displays the source plan name.

   Start Period

   Defines the start copy period. Data is copied to the target plan based on this start period and the target plan start period.

   Default: The source plan start period.

   End Period

   Defines the end copy period. Data is copied to the target pan based on this end period and the target plan end period.

   Default: The source plan end period.

   Scale By %

   Defines the percentage by which to scale (increase or decrease) the dollar values in the copied plan.

   Example: Enter 75 percent to increase the values from the source plan by 75 percent from their original.

   Default: 0%. No change in values.

6. Complete or review the following fields in the Target Cost Plan section:

   Plan Name

   Defines the target plan name.

   Default: The name of the source plan prefixed with "Copy of".

   Plan ID

   Defines the target plan unique ID.

   Default: The ID of the source plan prefixed with "Copy of".

   Description

   Defines a description for the target plan.

   Default: The source cost plan description.

   Period Type

   Displays the fiscal period type.

   Default: The fiscal period type of the source plan. You cannot change the default period type.

   Plan Start Period

   Defines the target plan start period.

   Default: The start period of the source plan.

   Plan End Period

   Defines the target plan end period.

   Default: The end period of the source plan.

   Benefit Plan

   Displays the benefit plan associated with the source plan (if any).

   Currency

   Displays the system currency selected during financial setup.

   Grouping Attributes

   Displays the grouping attributes of the plan.

   Default: The grouping attributes of the source plan. You cannot change these grouping attributes.

7. Save the changes.

   The cost plan is copied over and the new plan appears listed on the cost plans list page.

More information:

Cost Plans

About Copying Financial Plans

Example: How Financial Plan Data is Copied