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PD Ware Inc. Production

Financial Videos

Financial Configuration and User Rights

Financial Configuration

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User Rights

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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

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Posting financial values to the Project Data sheet

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Net Present Value (NPV) view of project financials

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Remaining budget

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Portfolio Financial Features

Characteristics of the Portfolio Summary sheet

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Characteristics of the BFA View sheet

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Net Present Value (NPV) view of portfolio financials

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Project hierarchy in portfolio views

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Allocation of project financials to other projects

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Copy the financial plan from one project to another

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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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