Financial Planning - General Availability

Financial Planning is now available to all Organizations and can be enabled via System Settings' Budget Management section. 


In order to standardize and simplify navigation, Financial Planning is only accessed as a Project Details view. 


Note for Organizations using Financial Planning in Controlled Availability

Navigation Change

If you have been entering Financial Planning using a button in the Resourcing tab or by the gear icon on a workplan, please note that these options are no longer supported. Customer feedback was that Financial Management is not Resourcing and that managing as a view allows superior view management options for Admins.


Getting Started and View Setup walkthrough video for Administrators 

Financial Planning - getting started from Clarizen Vimeo 

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