View financial summary of cost and monetary benefit plans
View a breakdown of the cost and benefit components of a demand to track the financials of your demands. The financial summary enables you to assess the progress of the demand and track financial changes and their impact on the demand over a period.
Before you begin
Role required: it_demand_manager
About this task
View a detailed breakdown of the cost components of a demand using the Financial Summary tab. The total planned cost, budget cost, actual cost, and planned returns with their breakdowns are displayed in the form of read-only cards. The cost plans, benefit plans, and their breakdowns are provided in an editable grid view.
Procedure
Navigate to All > Demand > Demands > All.
Open a demand.
On the Demand form, select the Cost Plans or Monetary Benefit Plans related list.
Select Manage.
Add additional fields, view plan details, or reorganize the financial data.
| Action | Steps |
|---|---|
| Create a baseline or compare available baselines | Select the baseline information icon Image omitted: new-baseline-info-icon.png and then select <strong>Create New Baseline</strong> or <strong>Compare Baselines</strong> option respectively. For more information, see <a href="../create-demand-baseline/">Create a baseline of a demand</a>.</td></tr><tr><td id="d243604e145"><strong>Create a cost plan or benefit plan for the demand</strong></td><td>In the <strong>Cost Plans</strong> or <strong>Benefits Plans</strong> tab, select <strong>New</strong>.</td></tr><tr><td id="d243604e163"><strong>View a cost plan or benefit plan details in a form</strong></td><td>Select the information icon [Omitted image "new-info-icon-coral.png"] Alt text: available in the <strong>Name</strong> column of the grid.</td></tr><tr><td id="d243604e180"><strong>View a cost plan or benefit plan details in yearly, quarterly, or monthly format</strong></td><td>Select the <strong>Year</strong>, <strong>Quarter</strong>, or <strong>Month</strong> views respectively.You can also edit the breakdown values of a cost plan or benefit plan without opening the plan in a form. Inline edit is available only in the <strong>Monthly</strong> view.</td></tr><tr><td id="d243604e205"><strong>Toggle the widgets on the <strong>Financial Summary</strong> section or add more fields</strong></td><td><ol> Image omitted: new-widget-configuration-icon.png and then select the <strong>Show Widgets</strong> option.</li> Note:
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| Show or hide columns in the grid | Select the configuration icon Image omitted: new-widget-configuration-icon.png and select the field names.<strong>Note:</strong> You can’t hide the grouped columns.</td></tr><tr><td id="d243604e267"><strong>Reset to the default grid column layout</strong></td><td>Select <strong>Reset to defaults</strong>.</td></tr><tr><td id="d243604e279"><strong>Export financial information</strong></td><td>Select <strong>Export to csv</strong>.</td></tr><tr><td id="d243604e291"><strong>View the demand costs and benefits in demand currency</strong></td><td><ol> Image omitted: new-widget-configuration-icon.png .</li> Note: If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated, you can add additional fields. You can view both the functional and demand currencies in the currency indicator. In the Financial Summary grid view of the cost plan and benefit plan tabs, all items related to demand currency are configured in the column heads such as Cost in demand currency and Demand currency. |
| View details of an item in the grid | Select the expand icon Image omitted: new-expand-icon.png or collapse icon \[Omitted image "new-collapse-icon.png"\] Alt text:. |
Parent Topic:Create a demand