Financial Planning View
Financial Planning is a spreadsheet-like view that can be accessed from the Work Plan’s Resourcing tab. It is both a report and a workbench. You will already notice UI improvements as there are ongoing efforts to make UI/UX enhancement to meet your needs.
Below you will notice the complete view:
To increase the view of your time-phase data, you can collapse the left panel:
For more information regarding the benefits of this enhancement please click here: Collapsible panel
Accessing Financial Planning view
Financial Planning is launched from a button in the Resourcing tab, which allows you to create a new dedicated view.
Financial Planning view elements
The 4 main elements of the view are:
- Work Plan (WBS)
- Related Non-Labor Resources
- Time Periods (months)
- Project Summary Mode