Skip to main content


If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Tracking Actuals and Forecast Financial Data via the Financial Plan


Portfolio and Resource Management tracks financial data using versions to compare data from different points in time in a project’s lifecycle. Each version must be created and named by the Administrator, or generated automatically via a project lifecycle step.

To read the full best practice beyond this abstract, you must be a PRISMS subscriber. See your Planview administrator for details.​