Work Financial Planning

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Add Non-Labor Expenditures

The chapter of PM training material on non-labor expenditures E1 - PRM 15.

Pages: 5

Add Non-Labor Expenditures
This article explains what planned and actual expenditures are and gives some guidelines for tracking them and loading them into your work plan.
Add a Planned Expenditure
This article explains how to add a planned expenditure for a project.
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 Assignments/Work and Resource Management screen.
Add an Actual (Unplanned) Expenditure
This article goes over how to enter an unplanned actual expenditure.
Load Expenditures
This article explains how to load an expenditure.

Enter Project Financial Plan

The Enter Project Financial Plan chapter from the PM training material.

Pages: 15

Enter Project Financial Plan
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.
Understand Financial Models and Versions
This article defines financial models and versions, and explains how they relate to each other.
Understand the Organization of the Financial Planning Detail Screen
This mixed media article provides an overview of the Financial Planning Detail Screen.
Understand the Category and Focus Controls
This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen.
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.
Use the Subtotal View to Analyze Financial Data
This article explains how to use the subtotal view to analyze financial data.
Load Labor Effort
This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan.
Override Role-Based Labor Rates
This article explains how override the labor rate for a resource's role and replace it with another rate.
Manually Enter Financial Data
This article explains how to enter financial information into a product using the Financial Planning Detail screen.
Compare Two Financial Versions
This article explains how to compare and view the variance between two versions of a financial plan.
Compare Financial Version with Work Financial Plan
This article explains how to compare a financial version with the financial plan for the project.
Use the Financial Planning Detail Version Menu
This article provides an overview of the Financial Planning Detail Version menu and how to use it.
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.
Export Financial Data
This article explains how to export a work financial plan into Excel or PDF format.
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.

Content

Manage the various sets (versions) of financial information associated with projects in work portfolios. Financial Planning in Portfolio and Resource Management can also be used to manage and track high-level (organization/role) based resource effort.