Financial Planning
- Last updated
- Save as PDF
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
- 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
Start Course- Project Financial Information - Getting Started
- The basics of working with project budgets and financial plans.
- Pages: 16
- Understand Financial Models and Versions
- This article defines financial models and versions, and explains how they relate to each other. This article applies to Planview Enterprise 14.
- Enter Project Financial Plan Version 14
- This article provides important definitions for work financial planning as well as links to ways to view and work with financial data for a project. This article applies to Planview Enterprise 14.
- Understand the Organization of the Financial Planning Detail Screen
- This article provides an overview of the Financial Planning Detail Screen. This article applies to Planview Enterprise 14.
- Understand the Category and Focus Controls
- This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen. This article applies to Planview Enterprise 14.
- Use the Category and Focus Controls to Analyze Financial Data
- This article explains how to use the category and focus controls to analyze financial data. This article applies to Planview Enterprise 14.
- Use the Subtotal View to Analyze Financial Data
- This article explains how to use the subtotal view to analyze financial data. This article applies to Planview Enterprise 14.
- Load Labor Effort
- This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan. This article applies to Planview Enterprise 14.
- Override Role-Based Labor Rates
- This article explains how override the labor rate for a resource's role and replace it with another rate. This article applies to Planview Enterprise 14.
- Manually Enter Financial Data
- This article explains how to enter financial information into a product using the Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Compare Two Financial Versions
- This article explains how to compare and view the variance between two versions of a financial plan. This article applies to Planview Enterprise 14.
- Compare Financial Version with Work Financial Plan
- This article explains how to compare a financial version with the financial plan for the project.. This article applies to Planview Enterprise 14.
- Use the Financial Planning Detail Version Menu
- This article provides an overview of the Financial Planning Detail Version menu and how to use it. This article applies to Planview Enterprise 14.
- View Actual vs. Forecast Data and Totals on Financial Planning Detail
- This article describes how to compare actual data with forecast data on the Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Export Financial Data
- This article explains how to export a work financial plan into Excel or PowerPoint format. This article applies to Planview Enterprise 14.
- Mastering Project Financial Information
- Detailed information on working with financial planning screens and data.
- Pages: 16
- Business Rules of Financial Management
- This article describes various business rule that apply to Financial Management.
- About Defining a Financial Plan
- Users define a financial plan to plan, estimate, and track expected costs of work, a strategic entity, organization, and a product or other type of outcome. This article provides information about the various methods in which users can define a financial plan and includes links to articles relevant to those methods.
- Comparing a Financial Plan to Its Work Plan Data
- This article describes displaying data that helps you understand how a financial plan's actuals differ from a work plan's data so you can then take action to better align the financial plan with the work plan.
- Financial Planning Detail Screen Basics
- This article describes navigating to the screen that helps you understand the actual costs to date and the future forecasted costs of a particular project, strategy, organization, or outcome (such as a product), view the total initial version of a budget approved for such an entity, and compare different versions of a financial plan to determine trending changes of costs over time and re-forecast as you incur actual costs and then make adjustments as needed.
- Financial Planning Detail Screen Elements
- This article describes the elements of the Financial Planning Detail screen, which is the screen you can use to edit a financial plan.
- Defining the Financial Planning Detail Screen's Display and Layout
- This article describes using the Focus Control to change the emphasis on the Financial Planning Detail screen by defining its data display and layout..
- Selecting Financial-Planning Set Preferences
- This article describes setting preferences to select the financial-planning model and versions for which financial-planning data is displayed on a relevant Portfolio View screen.
- Setting Your User Preferences for the Financial Planning Detail Screen
- This article describes setting preferences for the different types of financial plans.
- About the Data Loaded into Financial Plans
- This article describes the type of information the system loads into each type of financial plan.
- Copying Financial Planning Information
- The article describes how users can copy financial planning information between different financial plans. The article also describes how administrators can copy data between versions or items.
- Copy Financial Plan Screen
- This article describes the elements of the Copy Financial Plan screen that supports users and administrators copying financial plans.
- Editing a Financial Plan
- This article describes adding, modifying, or deleting lines in a financial plan and making changes to the data displayed on such lines.
- Loading Data into a Financial Plan
- This article describes loading data into a financial plan, which you can do for a portfolio or a specific item.
- Project Financial Information: For More Information
- Supplemental information for Project Financial Information
- Pages: 6
- Calculation Details for Financial Metrics (NPV, ROI, IRR)
- This best practice explains the calculation algorithms Planview Enterprise uses for its financial metrics (e.g., NPV,ROI, IRR).
- Job Aid: Project Financial Planning Detail
- 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.
- View Financial Version Baseline Together with Project Baselines
- Project managers often want to see both financial and schedule data together so they can get a clear understanding of these two key aspects of their projects on the same screen. Planview Enterprise may be configured to see both types of baselines together on one page within the Work, Strategies, or Outcomes menus.
- Project Estimation and Budgeting
- This best practice offers an overview of project estimation methods and techniques, including the various levels and types of estimates, and considerations for each.
- Propose Project Budget
- A project budget is the total sum of money and/or resource effort allocated for a project for a specific period of time. The goal of budget management is to control project costs within the approved budget and deliver the expected project goals.
- Tracking Actuals and Forecast Financial Data via the Financial Plan
- Planview Enterprise tracks financial data using versions to compare data from different points in time in a project’s lifecycle. Each version must be created and named by the Planview Administrator, or generated automatically via a project lifecycle step.
- Non-Labor Expenditures - Getting Started
- Basic information on how to add, load, view, move, and delete expenses and expenditures.
- Pages: 7
- Add Non-Labor Expenditures Version 14
- This article explains what planned and actual expenditures are and gives some guidelines for tracking them and loading them into our work plan. This article applies to Planview Enterprise 14.
- Load Expenditures
- This article explains how to load an expenditure. This article applies to Planview Enterprise 14.
- Add a Planned Expenditure
- This article explains how to add a planned expenditure for a project. This article applies to Planview Enterprise 14.
- Add an Actual (Unplanned) Expenditure
- This article goes over how to enter an unplanned actual expenditure. This article applies to Planview Enterprise 14.
- Add an Actual Expenditure for a Planned Expenditure
- This article explains how to add an actual expense that occurred on a certain date from the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Mastering Non-Labor Expenditures
- Detailed information on working with expenses and expenditures.
- Pages: 18
- About the Expenditures Tab
- This product help article describes the elements of the Expenditures tab available through the Work and Resource Management screen.
- Adding Expenditures
- This product help article describes using the Work and Resource Management screen to add a planned expense or an actual expense.
- Entering Expenses
- This article describes entering expenses, which involves associating expenses with work, associating expenses with a cost type, and entering the amount of each type.
- Reporting Value Added Tax
- This article describes entering value added taxes while reporting expenses if your organization tracks such taxes.
- Associating Expenses with a Cost Center
- This article describes associating expenses for work not associated with a contract with a cost center.
- Approving and Disapproving Expenses
- This article describes approving or disapproving expenses included in a resource's expense report.
- 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.
- Mastering Excel and Planview Enterprise - Financial
- Detailed information on importing and exporting data between Microsoft Excel and Planview Enterprise.
- Pages: 5
- Excel and Planview Enterprise - Financial: For More Information
- Supplemental information for Excel and Planview Enterprise.
- Pages: 1
- Excel Import and Export FAQ
- These frequently asked questions cover using Microsoft Excel with Planview Enterprise data. Sign in to access this FAQ article.
- Strategic Financial Planning - Getting Started
- Basics of working with financial data in strategic planning.
- Pages: 13
- Review the Strategic Financial Plan 14
- This article introduces important concepts for understanding how the Financial Planning Detail screen is used to manage the financial plans for strategic portfolios. This article applies to Planview Enterprise 14.
- Manually Enter Financial Data
- This article shows how to manually add financial data to a strategic financial plan (as opposed to rolling it up). This article applies to Planview Enterprise 14.
- Understand the Financial Planning Detail – Version Menu Overview
- This article gives an overview of the Version menu on the strategic Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Compare Two Financial Versions
- This article shows how to compare two versions of a strategic financial plan. This article applies to Planview Enterprise 14.
- Review Integrated Work Financial Plan for Allocated Projects
- This article shows how to use the Work Financial Plan as a comparison "version" with a strategic financial plan version. This article applies to Planview Enterprise 14.
- Use the Subtotal View to Analyze Financial Data
- This article provides details on the use of the Subtotal pivot view for analysis of strategic financial data. This article applies to Planview Enterprise 14.
- Load Financial Plan – Single Model
- This article shows how to load the financial plan for a strategic portfolio when there is one financial model. This article applies to Planview Enterprise 14.
- Load Financial Plan – Multiple Models
- This article shows how to load the financial plan for a strategic portfolio when there is more than one financial model. This article applies to Planview Enterprise 14.
- Set Financial Plan Preferences
- This article provides details on the settings for strategic financial plans.This article applies to Planview Enterprise 14.
- Analyze Financial Data by Changing Category and Focus Control
- This article provides details on how the focus control functionality helps analyze strategic financial data.This article applies to Planview Enterprise 14.
- Example of Accounts, Categories and Focus Controls
- This articles hows the effect of changing the options on the Financial Planning Detail screen for a program. This article applies to Planview Enterprise 14.
- Financial Planning Detail – Enter Benefits
- This article shows how to enter program benefits on the Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Export Financial Data
- This article shows how to export strategic financial planning data. This article applies to Planview Enterprise 14.
- Mastering Strategic Financial Planning
- Detailed information on working with financial data in strategic planning.
- Pages: 3
- Monitoring Strategic Baseline Performance
- This article describes monitoring strategic baseline performance to compare over time your current scenario's costs or benefits to the Baseline Scenario of a Strategy portfolio's investments.
- About Strategy Financial Loads
- This article provides general information about strategy financial loads that create or update summarized strategic financial plans for work.
- Strategic Financial Planning: For More Information
- Supplemental information for Strategic Financial Planning.
- Pages: 4
- View Financial Version Baseline Together with Project Baselines
- Project managers often want to see both financial and schedule data together so they can get a clear understanding of these two key aspects of their projects on the same screen. Planview Enterprise may be configured to see both types of baselines together on one page within the Work, Strategies, or Outcomes menus.
- Strategic Financial Planning FAQ
- These frequently asked questions cover strategic financial planning. This article applies to Planview Enterprise 11.5 and up.
- Allocating High-Level Budgets to Strategies
- This best practice makes a case for top-down budgeting within the context of the organization’s missions, objectives, and strategies, and examines the dynamic tensions between top down budgets and bottom-up detailed plans, offering tips for better success.
- Creating Financial Targets and Scenarios
- To distribute funds to achieve maximum value, it is necessary to define alternate investment and funding scenarios based on certain attributes, financial targets, and other information.
- Outcome Financial Planning
- Working with financial data for outcomes.
- Pages: 11
- Work with Outcome Financial Data
- This article summarizes how outcome financial information is loaded in Planview Enterprise and has links to all the articles you need to analyze outcome financial data. This article applies to Planview Enterprise 13.
- Use the Financial Planning Detail Screen for Outcomes
- This article explains how to use the outcome Financial Planning Detail screen. This article applies to Planview Enterprise 13.
- Load the Outcome Financial Plan – Single Model
- This article explains how to load the outcome financial plan when a single financial model is in use. This article applies to Planview Enterprise 13.
- Load the Outcome Financial Plan – Multiple Models
- This article explains how to load the outcome financial plan when a multiple financial models are in use. This article applies to Planview Enterprise 13.
- Compare Two Outcome Financial Versions
- This article explains how to compare two outcome financial versions. This article applies to Planview Enterprise 13.
- Review Integrated Work Financial Plan for Allocated Projects
- This article explains how to use a work financial plan as the comparison version for an outcome financial plan. This article applies to Planview Enterprise 13.
- Summarize Outcome Financial Data
- This article explains how to summarize financial data for an outcome portfolio using column sets. This article applies to Planview Enterprise 13.
- Group Outcome Financial Data
- This article explains how to use the group by functionality for outcome data. This article applies to Planview Enterprise 13.
- Roll Up Outcome Financial Data
- This article explains how to roll outcome financial data up to its parent levels. This article applies to Planview Enterprise 13.
- Spread-Down Outcome Financial Data
- This article explains how to spread budgets assigned at a higher level down to the lower level outcomes that are included in the portfolios. This article applies to Planview Enterprise 13.
- Understand Summarization, Roll Up, and the Financial Load for Outcomes
- This article explains how summarization, roll up and the financial load for outcomes affects program and other data. This article applies to Planview Enterprise 13.