Loading Data into a Financial Plan
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General Information on Loading a Financial Plan
The Work Load allow execution data (actual labor effort, scheduled effort, and actual and planned expenditures) to be loaded into work financial plans. Typically this is done as part of a weekly or daily automated process, and no manual action is needed. Occasionally one may want to do a manual load to update one individual project, or a portfolio of projects. Manual loads are useful when there are many resource or schedule changes to the project plan, to see how the changes affect the financial plan for the project before the next scheduled load occurs.
Depending on configuration settings, other loads such as the Strategic Load, Outcome Load, Capacity Load, or Demand Load may also be needed.
For information on the required options, required features, permissions, and other prerequisites that must be met before you load data into a financial plan, see Business Rules of Financial Management and Financial Planning.
General Information on Loading a Financial Plan
The Work Load allow execution data (actual labor effort, scheduled effort, and actual and planned expenditures) to be loaded into work financial plans. Typically this is done as part of a weekly or daily automated process, and no manual action is needed. Occasionally one may want to do a manual load to update one individual project, or a portfolio of projects. Manual loads are useful when there are many resource or schedule changes to the project plan, to see how the changes affect the financial plan for the project before the next scheduled load occurs.
Depending on configuration settings, other loads such as the Strategic Load, Outcome Load, Capacity Load, or Demand Load may also be needed.
For information on the required options, required features, grants, and other prerequisites that must be met before you load data into a financial plan, see Business Rules of Financial Management and Financial Planning.