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Strategic Financial Planning

Capability Definition Business Outcomes
  • This capability manages the financial plan and summarized high level effort data, associated with each Program.
  • Financial Management capability supports:
    • Creation of high level estimates for costs and revenue, feeding the investment approval/portfolio planning process.
    • Approved/baseline budget
    • Actuals to date
    • Forecast to complete
    • Variance reporting
    • Under achieving programs (in terms of revenue and costs) can be identified to see where funds or capacity can be reallocated to other projects.
  • There is a single organization wide view of program and initiative costs.
  • The program/initiative financial spend rate, against an approved budget, is accurate and variances against the approved budget can be identified.

QuickStart - Strategic Financial Management: collected links and information to get you started with Strategic Financial Management in Planview Enterprise.