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  • Setting Up Financial Planning (Admins)
    https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Setting_Up_Financial_Planning_(Admins)
    Select the Profile and in the Navigation options add the Non-Labor Resources to the Your Selections column. The categories of the NLRs are important to help you summarize and aggregate your NLR’s per ...Select the Profile and in the Navigation options add the Non-Labor Resources to the Your Selections column. The categories of the NLRs are important to help you summarize and aggregate your NLR’s per project for reporting purposes and when adding them to a project. Summary Mode - When enabled, the view opens in Summary mode, but the toggle is still present in the view and can be switched off by the user.
  • Setting Up Financial Planning
    https://success.planview.com/Planview_AdaptiveWork/Financial_Planning/Level_2_-_Time-phased_financials/Setting_Up_Financial_Planning
    Select the Profile and in the Navigation options add the Non-Labor Resources to the Your Selections column. The categories of the NLRs are important to help you summarize and aggregate your NLR’s per ...Select the Profile and in the Navigation options add the Non-Labor Resources to the Your Selections column. The categories of the NLRs are important to help you summarize and aggregate your NLR’s per project for reporting purposes and when adding them to a project. Summary Mode - When enabled, the view opens in Summary mode, but the toggle is still present in the view and can be switched off by the user.
  • Financial Planning Best Practices
    https://success.planview.com/Planview_AdaptiveWork/Financial_Planning/Level_2_-_Time-phased_financials/Financial_Planning_Best_Practices
    If the duration of the project is shorter than that of the template (in terms of the number of months), NLR time-phased monthly amounts from the template for periods that would follow the project due ...If the duration of the project is shorter than that of the template (in terms of the number of months), NLR time-phased monthly amounts from the template for periods that would follow the project due date will be added to the final month of the project. In addition to the time-phased details of NLRs viewed and managed in the Financial Planning view it is also possible to expose read-only totals of the the NLRs on Project Details pages.
  • Add and categorize Non-Labor Resources
    https://success.planview.com/Planview_AdaptiveWork/Usersandresources/Non_Labor_resources/Add_and_categorize_Non-Labor_Resources
    Non-Labor Resources let you maintain consistency of common project costs across your organization Tip: Use profiles and validation rules to control who can add NLRs. To add Non-Labor Resources: From t...Non-Labor Resources let you maintain consistency of common project costs across your organization Tip: Use profiles and validation rules to control who can add NLRs. To add Non-Labor Resources: From the main navigation menu select Non-Labor Resources. If you don’t see it in the menu, add it to the profile. The categories of the NLRs are important to help you summarize and aggregate your NLR’s per project for reporting purposes and when adding them to a project.