Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 9 · Project Plan Types and Financial Plan Types
Creating a financial plan type
Lesson 95 of 198 · 13 min
Create a financial plan type: name, plan class. Enter basic information and setup options. Assign sets and specify plan settings — the reference data assignment and the core plan behaviour. Assign the planning RBS, set whether the plan holds cost, revenue or both, and save. Cost-only, revenue-only, or both is a real choice. A cost forecast and a revenue forecast are different conversations with different owners. The RBS assignment must be a structure ENABLED FOR FINANCIAL PLANNING — Module 8's setting, and failure case one when it was not. Set assignment matters for the same reasons as everywhere else.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.