Job Aid: Project Financial Planning Detail

Enter Project Financial Plan
Understand Financial Models and Versions
Understand the Organization of the Financial Planning Detail Screen
Understand the Category and Focus Controls
Use the Category and Focus Controls to Analyze Financial Data
Use the Subtotal View to Analyze Financial Data
Load Labor Effort
Override Role-Based Labor Rates
Manually Enter Financial Data
Compare Two Financial Versions
Compare Financial Version with Work Financial Plan
Use the Financial Planning Detail Version Menu
View Actual vs. Forecast Data and Totals on Financial Planning Detail
Export Financial Data
Job Aid: Project Financial Planning Detail

Enter Project Financial Plan step 15 of 15

Export Financial Data

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Summary

This job aid (handout) provides project managers, strategic program managers, and financial specialists with an overview of the user interface and functionality of the Project Financial Planning Detail screen.

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