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 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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