Strategic Program and Financial Administration
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Topics
- Strategic Planning and Financial Setup
- Setting up strategic management entails setting up the strategic program, and creating or modifying datasets.
- Pages: 19
- Strategy Structure
- This article explains the purpose of the Strategy structure, gives an example of its hierarchy, and includes the steps administrators take to define the structure's levels and values.
- Controlling Grant Requirements for Associating or Allocating Entities
- Administrators control the types of grants users need to be able to allocate or associate one type of entity with another type of entity in Planview Enterprise by setting rules as described in this article.
- Configuring Entity View Tabs and Configured Screens
- Administrators control which tabs appear on the various entity View screens by setting options as described in this article. If any configured screens have been defined on the system, administrators can also add those screens as tabs to entity View screens by setting options as described in this article.
- Setting Financial Management System Global Options
- Administrators set financial management system global options as described in this article to configure Planview Enterprise to support the use of Financial Management and its capabilities (such as financial planning and multiple currencies).
- Configuring the Enterprise and Fiscal Calendar in Financial Management
- Administrators access the enterprise and fiscal calendar as described in this article. That calendar is used in Financial Management and investment and capacity planning, and it must be configured before any dates are entered in strategic management.
- Configuring Financial Planning Accounts
- Administrators configure financial-planning accounts as described in this article to help users organize and classify costs and benefits against entities such as projects, strategic entities, cost centers, and products and other types of outcomes. Each organization can have a different set of accounts, but accounts are used throughout financial planning to provide a consistent method for integrating costs and benefits in Planview Enterprise.
- Adding Financial Planning Models
- Administrators add financial-planning models as described in this article to define the basic approach of managing the financial-planning processes for a particular primary structure.
- Adding Versions of Financial Planning Models
- Administrators add versions of financial-planning models as described in this article because such versions are the basis for which all analysis is done in financial planning as well as investment and capacity planning.
- Strategic Planning
- This article describes what strategic planning is, explains who typically undertakes strategic planning, and provides a list of things those users need to do to create a strategic plan for your organization.
- Making the Strategic Management Option Available
- Before administrators configure the system for strategic planning, strategic financial planning, or investment and capacity planning, they must enable the use of strategic management by setting a global option as described in this article.
- Enabling the Strategic Management Options
- Administrators enable the use of strategic planning, investment and capacity planning, or both of those capabilities by setting strategic management options as described in this article.
- Defining Alternate Structures (Introduction)
- This article explains the purpose of alternate structures and describes how administrators navigate to the screen that includes various options the administrators use to manage such structures.
- Setting the Strategic Planning Options
- Administrators specify the level to which scheduling data is rolled up in a strategic plan and control the displaying of Work IDs on the Strategy View screen by setting options as described in this article.
- Initial Grants
- This article explains the purpose of grants, provides a list of business rules relevant to grants, and describes the steps an administrator takes to create initial grants.
- Strategic Management Features
- This article describes the user-role features an administrator sets for strategic management, such as those that help control which users can view or edit financial data relevant to strategic plans or investment and capacity planning.
- After Completing the Basics of Strategic Planning Configuration
- This article provides information about what else administrators can configure after setting up strategic planning.
- Strategic Financial Management
- This article discusses what strategic financial planning involves and describes two approaches users can take to define financial plans for strategic planning purposes.
- Creating and Editing Column Sets
- Administrators create and edit column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.
- After Setting Up Strategic Financial Management
- This article provides information about what else administrators can configure after setting up strategic financial management.
- Strategic Planning and Financial Setup: For More Information
- Supplemental information for Strategic Planning and Financial Setup.
- Pages: 7
- Planning Types of Strategic Management
- This article provides general information the parts of the enterprise planning process that helps determine if your organization is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them.
- Setting Up Strategic Planning (Introduction)
- This article provides an overview of the tasks an administrator performs to configure the system so that users can perform strategic planning.
- About the Administer Strategic Planning Options
- This article provides an overview of the Administer Strategic Planning screen's options and includes links to additional information about the various tasks you can perform from that screen.
- Configuring Strategic Financial Management
- This article discusses what strategic financial planning involves, describes the two approaches you can take to define financial plans for strategic planning purposes, and provides an overview of the steps administrators take to set up strategic Financial Management.
- Financial Management Maintenance
- Maintenance of financial versions, models, and other settings.
- Pages: 17
- Maintain Financial Management version 14
- This information helps administrators maintain the financial management system in Planview Enterprise. This article applies to Planview Enterprise 14.
- Administering Financial Management (Overview)
- This article provides an overview of the tasks an administrator performs to administer Financial Management.
- Financial Management: Explanation of Terms
- This article provides definitions of financial models, financial versions, scenarios, financial loads, and entity types. It also contains a diagram of the architecture of financial management. This article applies to Planview Enterprise 14.
- Financial Planning Detail – Screen Layout Overview
- This article provides an overview of the layout of the Financial Planning Detail screen for financial management administrators. This article applies to Planview Enterprise 14.
- Update First Editable and First Loadable Periods
- This article tells how to update the first editable period and first loadable period in a financial planning model. This article applies to Planview Enterprise 14.
- Load Financial Versions from Financial Management
- This article explains how administrators can manually load financial data from the Financial Management screen. This article applies to Planview Enterprise 14.
- Copy a Financial Version
- This article explains how administrators can copy a financial version from the Financial Management screen. This article applies to Planview Enterprise 14.
- Maintain Exchange Rates
- This article describes how to maintain exchange rates, if multi-currency is enabled. This article applies to Planview Enterprise 14.
- Defining the Structure of Your Financial Planning Accounts
- This article provides information about the Financial Planning Accounts structure, which helps help organize and classify costs and benefits against entities (such as projects, strategies, or products or other types of outcomes).
- Setting Financial Management System Global Options
- Administrators set financial management system global options as described in this article to configure Planview Enterprise to support the use of Financial Management and its capabilities (such as financial planning and multiple currencies).
- Portfolio View – Financial Summary Overview
- This article provides an overview of the financial aspects of the Work Portfolio View. This article applies to Planview Enterprise 14.
- Maintain Financial Planning Models
- This article tells how to maintain financial planning models in Planview Enterprise 14.
- Roll Up a Financial Version
- This article explains how administrators can roll up a financial version from the Financial Management screen. This article applies to Planview Enterprise 14.
- Maintain Period Display Rules
- This article demonstrates how to maintain financial period display rules. This article applies to Planview Enterprise 14.
- Manage Locked Financial Plans
- This article shows how to manage locked financial plans. This article applies to Planview Enterprise 14.
- Maintain Multi-currencies
- This article shows how to work with more than one currency. This article applies to Planview Enterprise 14.
- Maintain the Enterprise and Fiscal Calendar
- This article describes how to maintain the Enterprise and Fiscal Calendar. This article applies to Planview Enterprise 14.
Content
Setting up strategic management entails setting up the strategic program, creating or modifying datasets, etc. You should understand concepts relevant to the following: types of planning that support the enterprise planning process in strategic management, capacity and demand, scheduling dates of a strategic plan, and strategic lifecycles.