Financial Planning

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Use this curriculum to better understand budget setup and analysis. This curriculum consists of a single course that focuses on the financial management of data in the system for project, strategies, and outcomes. The material in this course is from the Project Financial Planning and Program Planning capabilities.

1 Course

intermediate

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Financial Management
This course focuses on the financial management of data in the system for project, strategies, and outcomes. Financial managers can use this course to concentrate on budget setup and analysis. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. The material in this course is from the Project Financial Planning and Program Planning capabilities.
12 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Financial_Planning/Financial_Management
Excel and Planview Enterprise - Financial - Getting Started
Basics of importing and exporting data between Microsoft Excel and Planview Enterprise.
Pages: 4
Financial Planning Using Excel
This article explains concepts that will help in exporting and importing data between Microsoft Excel and Portfolio and Resource Management.
Import from Excel into Portfolio and Resource Management
This article shows how to bring in financial data from an Excel spreadsheet into Portfolio and Resource Management.
Export Project Financials to an Excel File
This article explains the two ways to save Portfolio and Resource Management data into an Excel spreadsheet.
Review the Excel Import and Export Log
This article tells how to check into any problems with Excel imports or exports by reviewing the Excel log.
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