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Planview Customer Success Center

Financial Management


Excel and Planview Enterprise - Financial - Getting Started
Basics of importing and exporting data between Microsoft Excel and Planview Enterprise.
Pages: 4


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.