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Setting an Account's Line Attributes and Protecting Lines

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 This article applies to Planview Enterprise 11.5 and greater.

Required Features

Administer Financial Planning.

Required Global Options

Use Financial Management.

Prerequisites

You or another administrator defined the account structure, selected which line attributes Financial Planning uses, and set up financial-planning models.

To set line attributes of an account for a specific financial-planning model and protect lines from being overwritten:

  1. Click the action menu button next to the appropriate financial-planning model, and then click Configure Accounts.

  2. In the Use Account column, select the account's check box.

  3. If the account's entry in the Line Definition column is set to Not Allowed, change that setting.

  4. In the Line Attributes column's entry for the account, click .

    The line attributes listed in the Configure Line Attributes screen that appears depends on the type of financial-planning model for which you are configuring accounts. For more information, see the section that follows this procedure.

    Tip!

    The order in which the Configure Line Attributes screen lists line attributes determines how line descriptions are listed on other screens. You can rearrange attributes by clicking the relevant row and then clicking Move Up or Move Down.

  5. In the Use Attribute column, select the check box of each line attribute you want the account configuration to include. For a Depreciation Account (of type Amortized Cost), the selected attributes must be a subset of the attributes of the Capital Account to which it is associated.

    Selecting an attribute's Use Attribute check box enables the attribute's other check boxes and its entry in the Attribute Values column.

    Note: For the Labor account, the Use Attribute check box is automatically selected for attributes relevant to cost-center financial planning. You cannot change this.

  6. In the Entry Required column, select the check box of each attribute for which you want Financial Planning to require data be entered.

    Note: For the Labor account in cost-center financial plans, the Entry Required check box of the Cost center Availability Type attribute is automatically selected. You cannot change this.

  7. If you are configuring line attributes for a work or cost-center financial plan and want to protect lines with a given attribute value from being overwritten when data is loaded into the plan, repeat the following steps for each value on which you want to base the protection:

    1. In the Protect Attribute Values column, click .

    2. Click Add Value, and then select the values by using the Data Picker.

      Tip!

      If you later decide you want to remove protection for a particular value, click the action menu button next to it, click Delete Value, and then click OK.

    3. Click Save & Close.
  8. In the Inactive column, select the check box of each line attribute you want to inactivate.

    Existing data for an inactive line attribute is maintained and treated as valid, but subsequent loads do not include new lines with the attribute because it is not used for those lines. 

  9. Click Save & Close.

Business Rules for Lines in Financial-Planning Models

The Expenditure Type structure can be selected on all financial-planning models. Depending on the type of financial-planning model, you can also select alternate structures as discussed in the following table:

For…

You Can Also Select Alternate Structures Against…

Work financial-planning models

$Plan for non-labor accounts

$Res and $Plan for labor accounts


Note: Shared alternate structures are considered $Res for the workload. The Work labor account can be split based upon no more than eight attributes (three work-based attributes and five resource-based attributes). The system counts inactive and active attributes.

Strategy financial-planning models

$Strategy, $Res, and $Plan

Outcome financial-planning models

(Planview Enterprise 12 to 14)

$Res, $Plan, and $Product

Product financial-planning models

Planview Enterprise 11.5 only)

$Res, $Plan, and $Product

Cost center financial-planning models

$Res

Organization financial-planning models

(Relevant only if system is configured for organizational planning)

$Res and $Plan