Create planned benefits in the project

TIP Please read the articles Financials - Project Expenses and Benefits at a Glance and Fundamental Data for Financial Plans before you start creating expense and benefits plans.

If you want to create a new benefits plan, proceed as follows:

1. In the project, click on the Financials tab. There you will find three dots under Planned.
2. Click on the three dots and select Add Benefits  Plan.
3. InLoox will now create the expected benefits. Select the benefits plan.
4. Click New Line Item and edit it by double-clicking on the individual data fields of the columns.