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Financial Management

Topics

Project Financial Information - Getting Started
The basics of working with project budgets and financial plans.
Pages: 17
Mastering Project Financial Information
Detailed information on working with financial planning screens and data.
Pages: 16
Project Financial Information: For More Information
Supplemental information for Project Financial Information
Pages: 6
  • 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.
  • 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.
  • Calculation Details for Financial Metrics (NPV, ROI, IRR)
    This best practice explains the calculation algorithms Planview Enterprise uses for its financial metrics (e.g., NPV,ROI, IRR).
  • Project Estimation and Budgeting
    This best practice offers an overview of project estimation methods and techniques, including the various levels and types of estimates, and considerations for each.
  • Propose Project Budget
    A project budget is the total sum of money and/or resource effort allocated for a project for a specific period of time. The goal of budget management is to control project costs within the approved budget and deliver the expected project goals.
  • Tracking Actuals and Forecast Financial Data via the Financial Plan
    Planview Enterprise tracks financial data using versions to compare data from different points in time in a project’s lifecycle. Each version must be created and named by the Planview Administrator, or generated automatically via a project lifecycle step.
Non-Labor Expenditures - Getting Started
Basic information on how to add, load, view, move, and delete expenses and expenditures.
Pages: 7
Mastering Non-Labor Expenditures
Detailed information on working with expenses and expenditures.
Pages: 18
Excel and Planview Enterprise - Financial - Getting Started
Basics of importing and exporting data between Microsoft Excel and Planview Enterprise.
Pages: 4
Excel and Planview Enterprise - Financial: For More Information
Supplemental information for Excel and Planview Enterprise.
Pages: 1
  • Excel Import and Export FAQ
    These frequently asked questions cover using Microsoft Excel with Planview Enterprise data. Sign in to access this FAQ article.
Strategic Financial Planning - Getting Started
Basics of working with financial data in strategic planning.
Pages: 13
Mastering Strategic Financial Planning
Detailed information on working with financial data in strategic planning.
Pages: 3
Strategic Financial Planning: For More Information
Supplemental information for Strategic Financial Planning.
Pages: 4
  • 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.
  • Creating Financial Targets and Scenarios
    To distribute funds to achieve maximum value, it is necessary to define alternate investment and funding scenarios based on certain attributes, financial targets, and other information.
  • Strategic Financial Planning FAQ
    These frequently asked questions cover strategic financial planning. This article applies to Planview Enterprise 11.5 and up.
Outcome Financial Planning
Working with financial data for outcomes.
Pages: 11

Content

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.