Enter Project Financial Plan
- Enter Project Financial Plan
- Understand Financial Models and Versions
- Understand the Organization of the Financial Planning Detail Screen
- Understand the Category and Focus Controls
- Use the Category and Focus Controls to Analyze Financial Data
- Use the Subtotal View to Analyze Financial Data
- Load Labor Effort
- Override Role-Based Labor Rates
- Manually Enter Financial Data
- Compare Two Financial Versions
- Compare Financial Version with Work Financial Plan
- Use the Financial Planning Detail Version Menu
- View Actual vs. Forecast Data and Totals on Financial Planning Detail
- Export Financial Data
- Job Aid: Project Financial Planning Detail
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.
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You are viewing content for Planview Enterprise One™ release 15 – Portfolio and Resource Management and greater.