Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 9 · Project Plan Types and Financial Plan Types
Lab: two plan types, generated not retyped
Lesson 101 of 198 · 2 min
An hour and a quarter. Seven deliverables. One project plan type with the Module 8 planning RBS assigned, and task settings justified. Two financial plan types minimum — an approved budget and a working forecast — with the plan type count justified. Justified against who maintains each, which is the first acceptance criterion. Generation options configured so a forecast can be produced from actuals plus remaining plan. Currency and rate settings, including a plan that uses standard rates rather than actual rates, with reasoning. Budgetary control at ADVISORY level, with a transaction demonstrating the warning. Approval workflow on the budget plan type, with escalation. And evidence: a plan generated, submitted, approved and baselined — and a forecast regenerated from actuals. "Forecast generated, not retyped." That is the criterion this whole module serves. If your forecast was produced by typing numbers into a grid, the configuration is wrong — and the…
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In this module: Module 9 · Project Plan Types and Financial Plan Types
- 1Two kinds of plan
- 2Project plan types
- 3Financial plan types: the plan class
- 4Creating a financial plan type
- 5Generation options
- 6Currency and rate settings
- 7Budgetary control settings
- 8Plan version approval workflow
- 9What breaks
- 10Lab: two plan types, generated not retyped