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Strategic Program and Financial Administration

Topics

Strategic Planning and Financial Setup
Setting up strategic management entails setting up the strategic program, and creating or modifying datasets.
Pages: 19
  • Strategic Planning
    This article describes what strategic planning is, explains who typically undertakes strategic planning, and provides a list of things those users need to do to create a strategic plan for your organization.
  • Making the Strategic Management Option Available
    Before administrators configure the system for strategic planning, strategic financial planning, or investment and capacity planning, they must enable the use of strategic management by setting a global option as described in this article.
  • Enabling the Strategic Management Options
    Administrators enable the use of strategic planning, investment and capacity planning, or both of those capabilities by setting strategic management options as described in this article.
  • Strategy Structure
    This article explains the purpose of the Strategy structure, gives an example of its hierarchy, and includes the steps administrators take to define the structure's levels and values.
  • Defining Alternate Structures (Introduction)
    This article explains the purpose of alternate structures and describes how administrators navigate to the screen that includes various options the administrators use to manage such structures.
  • Setting the Strategic Planning Options
    Administrators specify the level to which scheduling data is rolled up in a strategic plan and control the displaying of Work IDs on the Strategy View screen by setting options as described in this article.
  • Initial Grants
    This article explains the purpose of grants, provides a list of business rules relevant to grants, and describes the steps an administrator takes to create initial grants.
  • Controlling Grant Requirements for Associating or Allocating Entities
    Administrators control the types of grants users need to be able to allocate or associate one type of entity with another type of entity in Planview Enterprise by setting rules as described in this article.
  • Configuring Entity View Tabs and Configured Screens
    Administrators control which tabs appear on the various entity View screens by setting options as described in this article. If any configured screens have been defined on the system, administrators can also add those screens as tabs to entity View screens by setting options as described in this article.
  • After Completing the Basics of Strategic Planning Configuration
    This article provides information about what else administrators can configure after setting up strategic planning.
  • Strategic Financial Management
    This article discusses what strategic financial planning involves and describes two approaches users can take to define financial plans for strategic planning purposes.
  • Configuring Financial Planning Accounts
    Administrators configure financial-planning accounts as described in this article to help users organize and classify costs and benefits against entities such as projects, strategic entities, cost centers, and products and other types of outcomes. Each organization can have a different set of accounts, but accounts are used throughout financial planning to provide a consistent method for integrating costs and benefits in Planview Enterprise.
  • Adding Financial Planning Models
    Administrators add financial-planning models as described in this article to define the basic approach of managing the financial-planning processes for a particular primary structure.
  • Creating and Editing Column Sets
    Administrators create and edit column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.
  • After Setting Up Strategic Financial Management
    This article provides information about what else administrators can configure after setting up strategic financial management.
  • Strategic Management Features
    This article describes the user-role features an administrator sets for strategic management, such as those that help control which users can view or edit financial data relevant to strategic plans or investment and capacity planning.
  • Setting Financial Management System Global Options
    Administrators set financial management system global options as described in this article to configure Planview Enterprise to support the use of Financial Management and its capabilities (such as financial planning and multiple currencies).
  • Configuring the Enterprise and Fiscal Calendar in Financial Management
    Administrators access the enterprise and fiscal calendar as described in this article. That calendar is used in Financial Management and investment and capacity planning, and it must be configured before any dates are entered in strategic management.
  • Adding Versions of Financial Planning Models
    Administrators add versions of financial-planning models as described in this article because such versions are the basis for which all analysis is done in financial planning as well as investment and capacity planning.
Strategic Planning and Financial Setup: For More Information
Supplemental information for Strategic Planning and Financial Setup.
Pages: 7
Financial Management Maintenance
Maintenance of financial versions, models, and other settings.
Pages: 17

Content

Setting up strategic management entails setting up the strategic program, creating or modifying datasets, etc. You should understand concepts relevant to the following: types of planning that support the enterprise planning process in strategic management, capacity and demand, scheduling dates of a strategic plan, and strategic lifecycles.