This capability provides the mechanism to set financial time-phased budgets or targets at the relevant organizational level (i.e., department/cost center) against which planned and in-flight investments can be analyzed.
We can set organizational financial targets and budgets that represent the investment “pot” of money for the portfolio and the benefits/ revenue targets that the portfolio must generate.
We can support investment planning by providing the context of organizational financial targets against which demand can be analyzed and an assessment made on the ability to take on new investments.
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In cost-center based investment and capacity planning, you compare capacity by cost centers to demand entities (e.g., projects).
A Planning portfolio defines the capacity and demand entities to be used in analysis.
To create a cost center planning portfolio:
For more information on this topic:
|Enter labor capacity||
In this capability, labor capacity is derived from the cost center (providing organization) structure (CBS1). The cost center financial plan provides organizational visibility into capacity to deliver investments. Labor capacity can be entered manually or loaded from resource availability and planned standard activities.
The purpose of this step is to enter labor capacity targets into the cost center financial plan, against which demand can be balanced.
Performing this procedure to load capacity for a cost-center financial plan, loads the data for all of the cost centers in the relevant portfolio.
More information on this topic:
|Enter non labor financial budgets/targets||
The purpose of this step is to enter non labor financial budgets/targets into the cost center financial plan, against which demand can be balanced.
These targets can be entered manually by drilling into the individual cost center financial plans. Select Financial Planning Detail from the action menu () next to the relevant cost center. For more information on editing financial planning data, see Editing a Financial Plan.
Outputs, Reports, and Analytics
This solution capability is supported by the following outputs, reports, and analytics.
|Type||Associated Outputs, Reports, and Analytics||Description|
|Screen||Financial Planning Detail||Helps you understand the actual costs to date and the future forecasted costs of a particular project, strategy, organization, or an outcome. Lets you view the total initial budget (captured in a version) that was approved for the project, strategic entity, organization, or outcome.|
|Screen||Capacity Portfolio Manager||Gives you an overview of a financial plan as it relates to the capacity within a Planning portfolio. Also provides easy access to the details of a financial plan and the relevant items.|
|Analytic||PLN01||Investment Planning Demand vs. Portfolio Targets
This analytic provides a Summarization of the data in an Investment Planning portfolio/scenario combination. It provides a time phased view of the portfolio demand and supply, drillable by demand planning line attribute and drillable to the level of each individual investment.
Supports project, strategy and product based portfolios.
|Report||PLN32||Planning Portfolio Financial Burndown Report
Planning report that allows the comparison of one/many versions of financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project.
The report includes: