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Planview Customer Success Center

Projects Finance tab

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Every project may have budgeted hours, costs, charge and actual values entered against it. Use the Finance tab to analyze the current position of your project or group of projects.

 

Set the search filter to show the required data:

•change the start date by choosing a month or year, by entering or selecting a date from the calendar, or by clicking << and >> to move backwards or forwards

•set the number of weeks, months, quarters or years to display (the latter is only available if financial year forecasting is enabled

•Show determines the type of data shown, which may be all costs or only those relating to resources or expenditure, or effort in terms of days, hours or FTEs

•Cost Rounding only appears if showing costs rather than effort. If so, select 1 to show exact costs or 1000 to round to the nearest thousand with one decimal place.

•Show As defines whether a summary or comparison view will be displayed:

o  Summary uses the project’s live forecast and displays actuals up to first open month and planned in current and future months when in monthly mode, or actuals up to the end of the previous week for weekly mode.

o  Comparison lets you select the forecast version to compare against the live forecasts. For example, you may compare the live forecast against a previous baseline for a project or may compare the live budget against the live forecasts of its child projects for a program. You will also indicate if the resulting variances are to be shown as percentages or values.

•Role applies when showing effort and enables only a specified role to be displayed rather than all roles.

•Include Linked Projects is only available if Product Portfolio Management is enabled in General Settings to show the impact of costs allocated to or from other projects.

•Cumulative is unchecked for individual period values or checked to add in those from previous periods.

•Brought Forward applies for cumulative values and is checked if those from the periods prior to the first selected period are to be included

Click Update Results to refresh the view with your selections.

 

NOTE:
When displaying costs, they include any departmental uplift that is set through Department maintenance.