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Financial Videos

Financial Configuration and User Rights

Financial Configuration

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User Rights

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Single Project Financial Planning

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. All features presented here under single project are available when in Portfolio Financial mode.

How to create a simple cost plan with PDWare Portfolio Financials

Using project plan templates to create a financial plan

See the guide Project Plan Templates for a more complete treatment of the project template feature.

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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

Using Forecast to Actual in PDWare Portfolio Financials

Remaining budget

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Portfolio Financial Features

Characteristics of the Portfolio Summary sheet

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Characteristics of the BFA (Baseline-Forecast-Actual) View sheet

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Net Present Value (NPV) form of portfolio financials

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Posting financial values to the Project Data sheet - Part 1

Posting financial values to the Project Data sheet - Part 2: Using Post Specifications

Posting financial values to the Project Data sheet - Part 3: Managing Post Specifications

Project hierarchy in portfolio views

Allocation of project financials to other projects

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Show historical baselines for a project or for the portfolio

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Chart Baseline/Forecast/Actual of one or more summary financial values

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