Strategic Financial Planning
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Topics
- Strategic Financial Plan - Getting Started
- Setting preferences, using the interface, and working with financial data on the Financial Planning Detail screen for strategies.
- Pages: 14
- 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.
- Understand the Financial Planning Detail Screen - Strategies
- This article goes over the organization of the Financial Planning Detail screen from a strategic program planning perspective. 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.
- 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.
- Export Financial Data
- This article shows how to export strategic financial planning data. 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.
- Mastering the Strategic Financial Plan
- Details on setting preferences, using the interface, and working with financial data on the Financial Planning Detail screen for strategies.
- Pages: 3
- About Strategy Financial Loads
- This article provides general information about strategy financial loads that create or update summarized strategic financial plans for work.
- 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.
- Strategic Financial Plan: For More Information
- Supplemental Information for Strategic Financial Plan.
- Pages: 3
- 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.
- 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.
- Strategic Financial Planning FAQ
- These frequently asked questions cover strategic financial planning. This article applies to Planview Enterprise 11.5 and up.
- Program Roadmap and Status - Getting Started
- Basics of tracking the schedule, milestones, releases, and dates for strategic programs via the roadmap.
- Pages: 6
- Track Program Roadmap and Status 14
- This article provides important background information and guidelines on the strategic roadmap, including its components and organization. There are also links to articles on using and working with the strategic roadmap and updating program status. This article applies to Planview Enterprise 14.
- Set Strategic Roadmap Display and Date Preferences
- This article explains how to set preferences for how elements of the strategic roadmap are displayed. This article applies to Planview Enterprise 14.
- Review and Edit the Program Schedule
- This article shows how to quickly access and manage the schedule for a strategic program. This article applies to Planview Enterprise 14.
- Manage Program Milestones and Releases
- This article gives instructions for adding milestones and releases to a program's schedule from the roadmap. This article applies to Planview Enterprise 14.
- Understand Milestone and Release Management
- This article provides some concepts and useful tips for working with milestones and releases on the strategic program roadmap. This article applies to Planview Enterprise 14.
- Update Program Status
- This article shows the two ways to view or update the status of strategic programs. This article applies to Planview Enterprise 14.
- Mastering Program Roadmap and Status
- Detailed information on tracking the schedule, milestones, releases, and dates for strategic programs via the roadmap.
- Pages: 4
- Managing Strategic Milestones
- This article describes creating, editing, and deleting strategic milestones. The article also describes manually entering a strategic milestone's progress on the Work and Resource Management screen.
- Schedule Screen Elements for a Strategic Entity
- This article describes the elements of the Schedule screen that you can use to review and change details about the strategic planning schedule and milestone information relevant to a specific strategy. Whether the screen also includes elements relevant to release information depends on your system's configuration.
- Reviewing Milestones for a Strategy Portfolio
- This article describes reviewing milestones relevant to strategic entities at the planning level within a particular Strategy portfolio.
- Reviewing Schedule Dates, Milestones, and Releases for a Strategic Entity
- This article discusses reviewing dates relevant to a strategic entity's schedule and details of the entity's milestones. If your system's configuration supports associating a strategic entity with releases, you can review information about those associations as described in this article.
Content
This course covers the financial aspects of managing a strategic program. Strategic financial planning involves managing the financial plan and summarized high level effort. It can involve determining the financial plan for individual components of strategic portfolios during the planning phase. This course falls under the Strategic Financial Planning capability.