Create tracked 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 revenue 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 Tracked.
2. Click on the three points and select Add Benefits Plan.
3. InLoox will now create Tracked Benefits . Select the benefits plan.
4. Click New Line Item and edit it by double-clicking on the individual data fields of the columns.
5. Or click on the edit icon (pen symbol) to open the side panel, where you can rename the line item, change the resource allocation, add a description, add documents, use the custom fields for budet line items, copy the link to this line item, delete the line item or close the side panel.