Detailed Financial Planning › Benefit Plans › Manage Benefit Plans

Manage Benefit Plans

Manage your benefit plans by creating new plans to associate with cost plans or update existing plans.

You cannot delete a benefit plan that is associated with a cost plan.

Follow these steps:

1. Open the investment.
2. Open the Financial Plans menu and click Benefit Plans.
3. Click New and complete the requested information. The following fields require explanation:

   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.

4. Save the changes.

More information

Cost Plans

Benefit Plans

Add Line Item Detail to Benefit Plans

Processes for Financial Management