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Loading Data into a Financial Plan

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This article applies to Planview Enterprise 11.5 and greater.

For information on the required options, required features, and prerequisites that must be met before you load data into a financial plan, see Business Rules for Loading Models and Versions.

Note: If you are loading capacity for a cost-center-based financial plan, be sure that the calendar of each resource is configured and the standard activities are up to date for all resources before performing the following procedure.

To load data into a financial plan:

  1. Take the appropriate action:

    Note: If you are loading capacity for a cost-center financial plan, you must select a cost-center based portfolio.

  2. Take the appropriate action:

  • On a Portfolio View screen, the Capacity Portfolio Manager screen, or Demand Portfolio Manager screen, click Load Portfolio.

  • On the Planview Enterprise 12 version of the Financial Planning Detail screen, click Version on the screen's context bar. Then click Load.

  • On the Planview Enterprise 11.5 version of the Financial Planning Detail screen, click Load

    For information regarding what data you can load for the different types of financial plans, see About the Data Loaded into Financial Plans. Note: Performing this procedure to load capacity for a cost-center financial plan, loads the data for all of the cost centers in the relevant portfolio.


If the Load Portfolio button or Load button is displayed but disabled, hovering next to it displays an explanation of why you cannot select it.

  1. If you are loading work financial-planning data, designate the type of data you want to load. Note: Whether you can perform this step while loading data into a financial plan from a Portfolio View screen depends on your system's configuration.

    You can load non-labor actual and planned expenditures in addition to labor, actual, and forecast. To do so, select the Actual Expenditures and Planned Expenditures check boxes as appropriate.

    The loading of an actual expenditure into a financial plan is based on the expenditure’s date. If the amount of an actual expenditure for a task is less than the planned expenditure, the planned expenditure’s value is spread across the task’s schedule dates. If the amount of the actual expenditure for a task is greater than the planned expenditure, the planned expenditure’s value is zero and no value for that expenditure is loaded into the financial plan.

  2. From the Period Range Start and Period Range End lists, select the first and last month and year of the date range for which you want to load data.

  3. Click Load Now.

    Warning: Loading information into a financial plan, deletes all data of the plan's relevant accounts for the specified time periods. Suppose you load labor or expenditures into a work financial plan that contains manually entered data. In that case, those entries are overwritten by any labor or expenditures that exist in the project between the specified time periods if the accounts are marked as allowing loads.

After you load a financial plan, you can make additional changes to the plan through any of the methods that let you define a financial plan. That is, you can load additional information into the plan, edit the financial plan, copy financial-planning information between entities for the same version or between different versions of a financial-planning model, and export data to work with it in Microsoft Excel and then import your changes back to Financial Planning.