Adding, Deleting, and Editing Benefit Lines

If you have the Edit Financial Benefits or the Edit All Financial Benefits access grant and the Edit Benefits access right (see Access Rights to View and Edit a Lifecycle Entity Financial Summary ), you can add lines to and delete lines from forecast and actual benefits, and you can edit their categorizations and other data.

To edit or add lines for forecast and actual benefits:

  1. To delete a particular line, click the Delete icon at the left of the line. Lines with any non-zero actuals for any year do not display the Delete icon and cannot be deleted.

  2. Click Save to save your changes and continue to display the Edit Benefits page, or click Done to save your changes and return to the Financial Summary page.