Investment Financials Universe › Investments Class › Financial Plan Class › Benefit Plan Class

Benefit Plan Class

A benefit plan allows you to calculate ROI or NPV on an investment or service when associating it with a cost plan. A benefit plan can be associated with an unlimited number of cost plans.

You can use the following attributes to query benefit plans:

Plan Name

Displays the name of the plan.

Plan ID

Displays the unique identification of the plan.

Plan Revision

Displays the revision of the plan.

Description

Displays the description of the plan.

Period Type

Displays the period type of the plan.

Values: Monthly, Quarterly, and Annually

Detail Object: Internal Period Type Code

Plan Start Period

Displays the start date of the plan.

Detail Objects: Internal Plan Start Period ID and Plan Start Date

Plan End Period

Displays the end date of the plan.

Detail Objects: Internal Plan End Period ID and Plan End Date

Benefit Plan Type Code

Displays the benefit plan type code for the plan.

Status

Displays the status when a cost plan or benefit plan is approved.

Detail Object: Internal Status Code

Last Updated Date

Displays the date when this item was last updated and saved.

Last Updated By

Displays the name of the resource who last updated and saved this item.

Detail Object: Internal Last Updated By ID

Benefit Plan Type

Displays the benefit plan type filter.