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Planview Customer Success Center

Replacing Existing Financial Summary Structures

You can apply or replace an existing financial summary structure from one project to the other projects in your instance. This can help you quickly build multiple projects with the same financial summary structure without needing to create new project templates. You can replace financial summary structures from the Projects list or from within an individual project.

To apply/replace an existing Financial Summary structure to other projects from the Projects list:

  1. Select the projects where you want to replace the financial summary structure. You can only replace structures in 10 projects at a time.

  2. Open the Actions menu and select Replace Financial Summary...

               

    NOTE

    The Replace Financial Summary... option is only available if all the projects you selected in Step 1 have the Financial Summary enabled.

              

  3. In the dialog box, select the project that has the financial summary structure you want to apply to the other projects.

               

    NOTE

    In this step, you will only see projects that have the Financial Summary enabled and you have permission to access. If you do not see a project you expected to see, check your permissions.

               

  4. Click Replace.

A confirmation message will appear when the structures are successfully replaced. Manually entered values in the receiving projects are not affected by the financial structure change if the field exists in the projects structure as well. 

To apply or replace a Financial Summary structure from within a project:

  1. Navigate to the financial summary in the project.

  2. Open the Actions menu and select Replace Financial Summary...

  3. In the dialog box, select the project that has the financial summary structure you want to apply to this project.

               

    NOTE

    In this step, you will only see projects that have the Financial Summary enabled and you have permission to access. If you do not see a project you expected to see, check your permissions.

               

  4. Click Replace.

A confirmation message will appear when the structure is successfully replaced. Manually entered values in the receiving project are not affected by the financial structure change if the field exists in the projects structure as well.