Related lists added for financials

PPM Standard adds several related lists to both the Project and Portfolio forms.

Portfolio related lists

그림 1. Portfolio related lists for financials

This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.

Portfolio form related lists	Description
Cost Plans	Lists the cost plans of projects and demands that are part of the portfolio.
Monetary Benefit Plans	Lists the financial benefit plans of projects and demands that are part of the portfolio.
Portfolio Target	Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values in the Set Target stage of the portfolio workbench. You can create targets for different financial periods.
Planning & Budgeting	Planning & Budgeting of the project. For more information, see ../../project-management/reference/create-a-project-form.html.

Project related lists for financials

This table explains the related lists for financials in a project record.

Project form related lists	Description
Cost Plans	Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line.
Monetary Benefit Plans	Potential financial benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed.
Project Budget	Budget of the project. For more information, see ../../project-management/reference/create-a-project-form.html.
Expense Lines	Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI.