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Planview Customer Success Center

Financial Planning

This enablement path focuses on loading work and working with financial data.  |  Total duration time: 52 min.
# Course Description Duration (Min) Launch
1. Financial Planning Detail Screen - Overview and Navigation This training video covers the navigation of Financial Planning Detail screen in Planview Enterprise. 4 Launch Course
2. Financial Planning Detail  - Add a Line This training video covers how to add a line from the Financial Planning Detail screen in Planview Enterprise. 5 Launch Course
3. Financial Planning Detail - Subtotal Pivot This interactive training video provides an overview of the Financial Planning Detail Screen Subtotal pivot view. 3 Launch Course
4. Financial Planning Detail Screen - Version Menu This interactive training video provides an overview of the Financial Planning Detail Screen Subtotal pivot view. 2 Launch Course
5. Load Work Financial Plan This training video demonstrates how load effort assignments on a project to the Work Financial Plan in Planview Enterprise. 2 Launch Course
6. Update Financial Plan Data This training video covers users entering financial data directly on the financial plan. 2 Launch Course
7. Work - Compare Financial Versions This training video, from the perspective of a project manager, demonstrates how to compare financial plans by comparing two different financial versions. 10 Launch Course
8. Summarize and Group Financial Data This training video demonstrates how to summarize and group financial data in Planview Enterprise. 3 Launch Course
9. Work - Review Portfolio Financial Data This interactive training video provides an overview of the Financial Data Summary functions within the Portfolio View of Planview Enterprise. 12 Launch Course
10. Work - Compare Financial Data to Work Plan This interactive training video illustrates how a project manager can compare financial plan data to the work plan data loaded from the Work and Resource Management function in Planview Enterprise. 9 Launch Course