Skip to main content

 

Planview Customer Success Center

Financial Planning View Enhancements

What's New

New filters in the Financial Planning module let you customize and simplify the view. You can now show or hide Labor, Grand Totals, and Sub Totals.

Benefits

Simplify views if you're not tracking labor costs, don't require totals or summaries.

Note: removing Labor section is a display option and will not currently prevent the project from calculating labor costs when you have cost rates set. If you don't want labor costs calculated at all for your project, take care to set hourly cost rates to zero to avoid differences in costs between Workplan and Financial Plan.

mceclip0.png