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  • https://success.planview.com/Planview_AdaptiveWork/Getting_Started/3.Views/Financial_Planning_view
    By removing the fields, you're only hiding them from the view, and not deleting their content, so you can show the fields when setting up the Financial Plan and remove them later to free up screen spa...By removing the fields, you're only hiding them from the view, and not deleting their content, so you can show the fields when setting up the Financial Plan and remove them later to free up screen space. As soon as there is a discrepancy in financial allocation, you will see an indicator icon in the work plan section of the page as well as a "manually set" icon at the top of the corresponding column on the time phases.
  • https://success.planview.com/Planview_AdaptiveWork/Financial_Planning/Level_2_-_Time-phased_financials/aLearn_about_the_Financial_Planning_view
    By removing the fields, you're only hiding them from the view, and not deleting their content, so you can show the fields when setting up the Financial Plan and remove them later to free up screen spa...By removing the fields, you're only hiding them from the view, and not deleting their content, so you can show the fields when setting up the Financial Plan and remove them later to free up screen space. As soon as there is a discrepancy in financial allocation, you will see an indicator icon in the work plan section of the page as well as a "manually set" icon at the top of the corresponding column on the time phases.