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Planview Customer Success Center

Financial Planning

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Financial Planning

The financial planning capability supports the forecasting of costs and revenue to build a financial plan and baseline a budget. These budgets support strategic investment planning by providing the context of budgets to analyze against demand, enabling you to assess your organization’s ability to take on new investments. When implemented with the cost management capability, financial planning also provides detailed planned vs. actual variance reporting.

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Capability resources

  • 4-Articles-Documentation.jpg

    AdaptiveWork process flows

    Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.

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  • 4-Articles-Documentation.jpg

    Portfolios process flows

    Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.

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    { "capabilityresource|financialplanning" : { name : "capabilityresource|financialplanning", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "capabilityresource|financialplanning" }, "PageThumbnail|ProcessFlows" : { name : "PageThumbnail|ProcessFlows", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "PageThumbnail|ProcessFlows" }, "SearchCategory|AdoptionFramework" : { name : "SearchCategory|AdoptionFramework", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "SearchCategory|AdoptionFramework" } }