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Strategic Financial Planning

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
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
Strategic Financial Plan: For More Information
Supplemental Information for Strategic Financial Plan.
Pages: 3
  • Strategic Financial Planning FAQ
    These frequently asked questions cover strategic financial planning. This article applies to Planview Enterprise 11.5 and up.
  • 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.
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.