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