Relationships (Capital Plans)


The Relationships tab allows you to associate a goal with a capital plan.

  1. To edit the table, click the Edit icon on the header.

Detail View Header

The field in the top section of this tab defines the data that displays.

Capital plan ID

Identifier of the capital plan currently displayed in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. The plan description displays to the right of the ID. This field is required.

Detail View

The fields in the bottom section of this tab enable you to describe the relationship.

Delete

Check the delete box if you would like to remove a relationship from the capital plan.

Child capital plan ID

Select the ID of the child capital plan you would like to associate with the selected capital plan.

  1. To save your changes, click the Save icon on the header.