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Planview Customer Success Center

Financial Management

Portfolio and Resource Management connects financials from strategy to investments to detailed work budget, actuals, and forecast data. Financial planning is an integral part of work, strategies, outcomes, resources, and is the basis for Investment and Capacity Planning. Robust financial capabilities in Portfolio and Resource Management enable project budgeting, forecasting, and tracking actuals for capital and expense. Standard and ad hoc visualizations, project and portfolio financial columns, and in-application pivoting provide a variety of methods to enable project managers, portfolio managers, and finance managers to assess financial health and balance across portfolios.  

           

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Financial Planning Concepts 

Financial Planning Process Overview

           

           

Self-paced courses on financial management are available in the Planview Training Academy.