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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 9 · Project Plan Types and Financial Plan Types

What breaks

Lesson 100 of 198 · 2 min

Seven cases. One. "The RBS is not available on the plan type." The structure was not enabled for financial planning — or it is in the wrong set. Module 8's setting. Two. "The generated forecast is wrong." Generation options including or excluding the wrong things. Three. "Plan and actual cannot be compared." Different RBS on the plan type and the reporting structure. Module 8 again, and it is the failure that makes every downstream comparison meaningless. Four. "A transaction was blocked unexpectedly." Budgetary control set to absolute. Working exactly as configured, and somebody cannot do their job. Five. "Six plan types and four are always stale." Proliferation. Nobody maintains them — Lesson 3, arriving as predicted. Six. "Plan approvals sit for weeks." No escalation or delegation. Seven. "The baseline changed and nobody knows who approved it." Approval not enabled on the budget plan type. FIVE AND SIX BOTH COST A

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In this module: Module 9 · Project Plan Types and Financial Plan Types

  1. 1Two kinds of plan
  2. 2Project plan types
  3. 3Financial plan types: the plan class
  4. 4Creating a financial plan type
  5. 5Generation options
  6. 6Currency and rate settings
  7. 7Budgetary control settings
  8. 8Plan version approval workflow
  9. 9What breaks
  10. 10Lab: two plan types, generated not retyped