Financial Plan Overview

Financial data is organized into plans and there may be one or more plans tied to a project. Financial data consists of four major types: Budget, Funding, Benefits and Expenditures. Budget data is sub-divided into Capital and Operating, Benefits - into Planned and Realized, Expenditures - into Committed and Actual with further subdivision. Budget, Funding and Planned Benefits are plan-specific while Expenditures and Realized Benefits are project-wide and apply to all plans under that project. The presence of each data type in financial plans is controlled by project configuration.

Through the Projects Financials page, you can:

• Create financial plans.
• Copy any financial plan.
• Navigate quickly from one plan to another.
• Configure the financial plan display.
• Make a financial plan as a draft or the forecast one.
• Approve or archive a plan.
• Add and manage the financial items.
• Add and manage the expenditures.
• Search easily for any item or document.
• Edit the name of any plan.
• View and manage the activity feed of a plan.
• Compare a plan to another.
• Delete a financial plan, if required.