How to Create Detailed Financial Plans › About Cost Plans › Create the Plan of Record

Create the Plan of Record

Make a cost plan the plan of record (POR) to prepare to submit the cost plan for budget approval.

Follow these steps:

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

   The cost plans list appears.

3. Click the Set Plan of Record icon next to the plan you want as the plan of record.

   A check mark appears in the Plan of Record column for the plan selected.

   You can now submit the cost plan to be approved as the budget.