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Understand: Interactive Tour of the Financial Planning Detail Screen, Working with In-Progress Projects

Summary

This article provides an interactive tour of the Financial Planning Detail Screen for working with in-progress projects. 

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This article applies to Planview Enterprise 12 to 14
  1. Search for an in-progress project with financial data >  > Financial Planning Detail.
  2. The Work Financial Planning Detail screen will open (Figure 1). Key aspects of this screen include:
  • Planview Enterprise is typically configured so that the financial plans for projects in progress will automatically be loaded with labor data and/or non-labor expenditures. Depending on the specific configuration, some financial accounts may need to be manually edited, or the data may simply come in automatically from the load.

Let’s walk through a financial plan that has financial lines and financial data on lines and accounts (open an in-progress project or look at Figure 1):

  1. Select Pivot: Detail, and Category: All Available Account Lines.
  2. Select the Focus Control button to expand the Focus Control row. Drag the Account box to be the first box on the row if it is not already. Drag the focus bar so it is to the left of all boxes. All boxes should now be white.
  • Easily identify any missing attributes. Missing attributes have *** instead of the attribute value.
  • If the missing attribute is on an account that was loaded, the data needs to be first entered on the resource or project attributes screen.
  • If the missing attribute is on an account that can be manually edited, edit the line attributes to fill in the missing data.
  1. The Description column displays the account hierarchy. Collapse the entire hierarchy by selecting  to the left of the word “Description.” Then expand or collapse each section as needed.
  2. Review and adjust the time periods:

  • Actual data (data recorded from timesheets) displays with a darker shade of blue in the time period column headers. Scheduled data (requirements, reserves, and allocations) shows in a lighter blue.
  • Use the Timescale button  to expand all months/quarters/years in the horizon (if enabled in preferences).
  • Select Preferences  to adjust the Viewable Range and to show or hide Quarters, Years, and Actuals/Forecast Totals columns. Note that these preferences are also used for financial data on the Work Portfolio View screen.
    • With the Actuals/Forecast columns selected, note that for past years, only the Actuals column will display. For the current year, both the Actuals and Forecast columns will display, and for future years only the forecast column will display.
    • Expand the current year to see the month where the header changes from blue to light blue. This indicates the month in which the data changes from actuals to forecast (and is also typically set in the database to be the first editable period as well, since you wouldn’t want to mess with the actuals).
  1. Enable Variance Mode by selecting Version, then setting Display Variance with Comparison Version to On.
  • With variance mode enabled, each time period column displays data in the selected forecast version, the selected baseline version, and the variance.

  • With variance mode enabled you can still use expand/collapse, timescale, and see Year over Year Forecast/Baseline.

Work Financial Planning Detail

Figure 1: Work Financial Planning Detail