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How to Create Detailed Financial Plans › About Cost Plans › Display Capital and Operating Costs › Verify that Capital and Operating Costs Display Correctly

Verify that Capital and Operating Costs Display Correctly

Verify that the investment capital and operating costs display on the following pages:

To view the Financial Summary page, follow these steps:

  1. Open Home, and from Portfolio Management, click the appropriate investment type (for example, Projects).
  2. Open the investment and click Properties to open the menu.
  3. Click Budget.

To view the Cost Plans Detail page, follow these steps:

  1. Open Home, and from Portfolio Management, click the appropriate investment type.
  2. Open the investment and click Financial Plans.
  3. Open the Financial Plans menu and click Cost Plans.

    The cost plans list appears.

  4. Click the name of the POR.

When the capital and operating costs appear on both pages, you have correctly displayed this information.

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