How to Create Detailed Financial Plans › Benefit Plans › Associate Benefit Plans with Submitted Budgets

Associate Benefit Plans with Submitted Budgets

The benefit plan association to a cost plan carries over to the submitted budget. This association can only be changed while the budget is in a submitted state. Once approved the benefit plan association cannot be changed.

Follow these steps:

1. With the budget plan open, click Properties.
2. In the Benefit Plan field select a benefit plan.
3. Click Save.