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Planview Customer Success Center

Financial Entries: Out of the Box Fields

PPM Pro provides a set of fields for every entity - these fields are referred to as "standard" or "out-of-the-box" fields. You build your entities using a combination of standard and user-defined fields (UDFs). A subset of fields appear on your entity's Detail panel by default to help get you up and running quickly; a subset of those default fields are labeled "mandatory". You can remove any of the default fields except the mandatory ones - those must remain on the Details. See Required vs Mandatory Fields for more information. The complete list of standard and UDFs can be found on Admin/Setup/All Entities/Issues/Available Fields, and definitions for all the standard fields are in the table below.

Default Fields

Field Name

ID

Title (mandatory)
Description
Forecast Amount (mandatory)
Entry From Date (mandatory)
Entry To Date

Complete List of Out of the Box (Standard) Fields

Note: The Capitalized and Labor standard fields can be added to forecast Details only. The actuals will inherit their values from the associated forecast. If neither of these fields are used, the inflow/outflow are considered non-capitalized and non-labor.

Title

Description

Actuals Amount

The monetary amount for this actual or the sum of actuals for this forecast.

Actuals Amount (No Rollup)

The monetary amount for this actual.  Use this field for charting, grouping and subtotaling.

Actuals Amount (Signed)

The signed (based on cash flow direction) actual monetary amount for this Financial Entry

Associated Actuals

Sums all of the actuals (timesheet entries) charged to the task plus all of its associated inflow and outflow actuals finance entries (signed value).

Associated Forecasts

Sums all of the material estimates for a task and all of its associated inflow and outflow forecast financial Entries (signed value).

Capitalized

Set at the forecast level, indicates that the forecast and all its actuals are capital entries

Cash

Reflects whether the finance entry is cash inflow (revenue) or cash outflow (expense)

Category

The category of the financial entry. Categories determine the fields that are available for a financial entry, and are defined by your PPM Pro administrator

Create Date

Date the financial entry was created

Created By

Resource ID of user that created the financial entry

Department ID

 

Description

Supplemental information describing the financial entry

Division ID

 

Entry From Date

The date that determines when a financial entry applies. If there is no Entry To Date provided, then the financial entry is a lump sum amount on this date. When an Entry To Date is provided, then the financial entry is contoured beginning with this date and ending on the Entry To Date

Entry To Date

The date that determines when a contoured financial entry ends. If there is no Entry To Date provided, then the financial entry is a lump sum amount on the Entry From Date. When an Entry To Date is provided, then the financial entry is contoured beginning with the Entry From Date and ending on the Entry To Date

Financial Entry Type ID

 

Forecast Amount

The monetary amount for this forecast

Forecast Amount (Signed)

The signed (based on cash flow direction) forecast monetary amount for this Financial Entry

Forecast ID

 

ID

Unique system-generated identification number for the financial entry

Invoice Date

The date the invoice was issued

Invoice Number

The invoice number for this actual

Labor

Set at the forecast level, indicates that the forecast and all its actuals are labor entries

Last Modified By

Resource ID who last modified this financial entry

Last Modified Date

The date of the most recent change to any editable field on the financial entry. Does not include note additions/edits

Latest Note

The most recent note added to this item

Latest Note Date

The most recent date a note was added to this item

Not for display

Fake FD for binding contour bucket field constraints; Not for display

Parent ID

ID of forecast entry (if this item is an Actuals) or project (if this item is a forecast entry) that is the parent of this item

Parent Title (variant of 30046)

ID of forecast entry (if this item is an Actuals) or project (if this item is a forecast entry) that is the parent of this item

Parent Type ID

Entity type ID of forecast or project that is the parent of this item (300=FinanceEntry or 4=Project)

PO Date

The date the purchase order was issued

PO Number

The purchase order for this item

Project

 

Title

The title of the financial entry

Variance

The forecast entry amount minus the sum of its actual amounts