Related lists added for financials
PPM Standard adds several related lists to both the Project and Portfolio forms.
Portfolio related lists
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Portfolio related lists for financials
Portfolio related lists for financials
This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.
| Portfolio form related lists | Description |
|---|---|
| Cost Plans | Lists the cost plans of projects and demands that are part of the portfolio. |
| Monetary Benefit Plans | Lists the financial benefit plans of projects and demands that are part of the portfolio. |
| Portfolio Target | Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values in the Set Target stage of the portfolio workbench. You can create targets for different financial periods. |
| Planning & Budgeting | Planning & Budgeting of the project. For more information, see Project form. |
Project related lists for financials
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Project related lists
Project related lists
This table explains the related lists for financials in a project record.
| Project form related lists | Description |
|---|---|
| Cost Plans | Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line. |
| Monetary Benefit Plans | Potential financial benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed. |
| Project Budget | Budget of the project. For more information, see Project form. |
| Expense Lines | Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI. |
Parent Topic:Project Portfolio Management reference