How to Manage Ideas › The Idea Approval Process › Create an Idea › Create a Budget Plan for an Idea

Create a Budget Plan for an Idea

When a cost plan is approved, it becomes the budget plan for an investment.

Follow these steps:

1. Open an idea.
2. Click the Financial Plans menu and select Cost Plans.
3. Open a cost plan.
4. From the Actions menu click Submit for Approval.

   The cost plan becomes the proposed submitted budget plan.

5. Click the Financial Plans menu and select Budget Plans.
6. Click Approve.

   The cost plan becomes the approved budget plan.