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Project Financial Planning

Topics

Add Non-Labor Expenditures
The chapter of PM training material on non-labor expenditures 14.
Pages: 5
  • Add Non-Labor Expenditures Version 14
    This article explains what planned and actual expenditures are and gives some guidelines for tracking them and loading them into our work plan. This article applies to Planview Enterprise 14.
  • Add an Actual (Unplanned) Expenditure
    This article goes over how to enter an unplanned actual expenditure. This article applies to Planview Enterprise 14.
  • Add a Planned Expenditure
    This article explains how to add a planned expenditure for a project. This article applies to Planview Enterprise 14.
  • 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 Resource Management screen. This article applies to Planview Enterprise 14.
  • Load Expenditures
    This article explains how to load an expenditure. This article applies to Planview Enterprise 14.
Enter Project Financial Plan
The Enter Project Financial Plan chapter from the PM training material 14.
Pages: 14

Content

Manage the various sets (versions) of financial information associated with projects in 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.