Financial Videos
Financial Configuration and User Rights
Financial Configuration
XXX
User Rights
XXX
Single Project Financial Planning
All features presented here under single project are available when in Portfolio Financial mode. Single project financial plans are accessed by right click on a project row on the Project Data or Project Demand sheet and selecting the right click menu Show Financial Plan. The Portfolio view of financials is accessed by clicking the $ PDWare toolbar icon.
How to create a simple cost plan with PDWare Portfolio Financials
Using financial Labor assignments
Using financial Revenue assignments
Setting a (financial) baseline
See the article Baseline Process Principles and Data Capture for a complete discussion of baselining.
Recording financial actuals
Demonstration of Post Forecast to Actual
Summary and BFA (Baseline-Forecast-Actual) views for a project
XXX
Posting financial values to the Project Data sheet
XXX
Net Present Value (NPV) view of project financials
XXX
Remaining budget
XXX
Portfolio Financial Features
Characteristics of the Portfolio Summary sheet
XXX
Characteristics of the BFA View sheet
XXX
Net Present Value (NPV) view of portfolio financials
XXX
Project hierarchy in portfolio views
XXX
Allocation of project financials to other projects
XXX
Copy the financial plan from one project to another
XXX
Show historical baselines for a project or for the portfolio
XXX
Chart Baseline/Forecast/Actual of one or more summary financial values
XXX