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Adding Subtotal Financial Planning Columns

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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

To add a subtotal financial-planning column:

  1. Click Administration > Attributes and Column Sets > Financial Subtotals.

  2. Click Add Attribute.

  3. Type an attribute name and description.

    The description is displayed as hover text when the attribute is displayed as a column on a screen.

  4. On the Show Value list, click Currency, Effort, FTE, or Units to specify the format in which the values are to display for the attribute.

    Note: Format the column as Currency if you plan on using the attribute in the calculation of an Internal Rate of Return (IRR) attribute's values.

  5. On the Optimize list, designate whether a value displayed for this attribute is something you want to minimize (generally cost or effort) or something you want to maximize (generally revenue or cost savings).

  6. If you want to apply the discount rate that is set in the financial-planning version to the values, select the Apply Discounting check box.

    Users can change the discount rate on investment and capacity planning scenarios.

    Note: If you apply the financial-planning version's discount rate, the attribute's data reflects the discount when it is displayed as a column in Investment Planning Manager. Although the column can be used on other screens, those screens do not apply the discount rate logic.

  7. Designate whether the attribute's calculations in investment and capacity planning respect capacity as defined in the Planning portfolio a user selects on the Investment and Capacity Planning screen or Investment Planning Manager. To do so, select or clear the In Investment and Capacity Planning, do not respect portfolio capacity check box.

    • Select the check box to ignore items used as capacity in the portfolio. If you do so, the column's values are calculated without taking into account the portfolio's definition of capacity.

    • Clear the check box to respect items used as capacity in the portfolio. If you do so, the portfolio's definition of capacity is respected during the calculation of the column's values.

    Suppose that the column reflects total cost. In addition, suppose a user is evaluating investment information for a project assigned a financial percentage value of 60 percent to a program that is included in the Planning portfolio the user selects while performing top-down investment and capacity planning. If a total cost is 1,000,000 and the check box is selected, then that total cost value displays as 1,000,000 on the Investment and Capacity Planning screen and Investment Planning Manager sections that include the column. If the check box is cleared, however, total cost values display as 600,000 to reflect that total cost is calculated as 60 percent of 1,000,000 because the column's calculation is based on the portfolio's definition of capacity.

  8. In the Primary Structure section, designate the financial-planning models to which the column is to apply. To do so, select or clear the check boxes as appropriate.

  9. In the Criteria section, select the financial plan version and time period in which the column is to display by making selections from the Version and Period Range lists. For details, see the table that follows this procedure.

  10. If you want to further limit the column's data by account, actuals or forecasts, or line attributes, do so as discussed in Defining Data Displayed in Subtotal Columns.

    Tip!

    After adding attributes, you can edit them by clicking the action menu button next to the attribute you want to modify, clicking Edit Attribute, and editing the appropriate information as described above. The information you can change while editing an attribute depends on its original configuration.

Options that Let You Specify a Version and Time Period for a Subtotal Financial-Planning Column

The following table describes the options that let you specify the version of the financial plan and time period in which you want a subtotal column to display:

Option Description
Version

Select one of the following options:

Tip!

If the column does not reference the current working version, ensure your column name reflects the version being referenced.

  • Current Working Version

    This is the default and is the version the user is viewing on the Financial Planning Summary or Financial Planning Detail screen.

  • Version Marked as Forecast

    The version you marked as the forecast for the model.

  • Version Marked as Baseline

    The version you marked as the baseline for the model.

Period Range

Select one of the following options:

  • Planning Horizon

    This is the default. It is based on the start and finish periods of either the financial planning model (in financial planning) or the Planning portfolio (on the Investment and Capacity Planning screen or Investment Planning Manager).

  • Previous Year

    The previous year is based on the forecast period set for the financial planning model. If the forecast period defined on the model is March 2015, the previous year (2014) is comprised of the months defined in your Enterprise and Fiscal Calendar.

  • Current Year

    The current year is based on the forecast period set for the financial planning model. If the forecast defined on the model is March 2015, the current year is 2015 and is comprised of the months in 2015 as defined in your Enterprise and Fiscal Calendar.

  • Next Year

    The next year is based on the forecast period set for the financial planning model. If the forecast period defined on the model is 2015, the next year is defined as 2016 and is comprised of the months in 2016 as defined in your Enterprise and Fiscal Calendar.

  • Custom Years

    Displays a specific range of years (such as plus or minus two years from the forecast period set for the financial planning model). You then define the range of years by using the From and To fields to specify how many years the column is to span. Your entries in those fields are relative to the first month of the financial planning model's forecast period.

    Note: If you want the period to include so many years prior to the financial planning model’s forecast period, enter that number of years in the From field. Making such an entry is as though you were entering a negative number in relationship to the model’s forecast period.