Financial Planning Category (Item and Initiative) 

Use

You can use this Web application to view costs associated with the current item or initiative, grouped in various categories and displayed as a tree, either by financial categories or financial views. You can also drill down to the Groups view, where you can enter costs.

You navigate to this screen by choosing Portfolio Management ® Portfolio Management, choosing either the Item Dashboard or Initiative Dashboard (depending on whether you want financial planning for the initiative or the item), then clicking on a particular item or initiative and choosing Financial Planning in the navigation panel on the left.

Prerequisites

You have defined values for the following fields for your bucket. You can do this when you create a bucket, or by choosing Portfolio Management ® Administration ® Bucket Dashboard, and then choosing your bucket and on the Bucket Overview screen entering the data on the Financial and Capacity Settings tab page.

Field	Explanation
Current Planning Period	Displays the start and end dates for financial planning, which you specify when you create a bucket. This influences the first period displayed in the table below. Also, the Total for the Planning Period field uses this period to calculate the totals.
Period Breakdown	Displays the period breakdown that you specify when creating an item. If this field is blank, the system uses the period breakdown from the parent bucket. This governs the interval between the time periods in the table below.
Currency	Displays the currency that you specify when you create an item. If this field is blank, the system uses the currency specified for the parent bucket. The cost figures that you enter in the table below are recorded in this currency.

Features

Custom Fields

This is where you see the custom-defined fields. If you have not defined any such fields, this tray is not shown.

·         When you select a category, the tray shows the custom fields for the selected category

·         You can update the custom fields

·         To save your changes, click Save

To cancel your changes, choose another link in the navigation bar or menu.

View Chart

The chart view shows a chart for all categories or one category by using a dropdown box. The box initially displays all categories. The view provides the following features:

·        A time line display

·        A dropdown box for the category

·        A dropdown box for the chart views, that is a group of planning types

Optional Settings

The administrator of the following development components can set the initial view settings in the properties files:

●      You can make the following optional settings in the Planning Dashboard development component that shows these views:

¡        The number of columns initially shown (default = 6)

¡        The categories or groups initially displayed – either unsorted or sorted alphabetically

●      You can make the following optional settings in the Financial Planning development component:

¡        The initial categories view that is displayed – either financial categories or financial views

¡        The initial financial chart view

You can perform configuration settings for the planning type in the back end, such as forecast, budget, and actual. You can also configure the chart views.