View financial summary of cost and monetary benefit plans

View a breakdown of the cost and benefit components of a demand to track the financials of your demands. The financial summary enables you to assess the progress of the demand and track financial changes and their impact on the demand over a period.

시작하기 전에

Role required: it_demand_manager

이 태스크 정보

View a detailed breakdown of the cost components of a demand using the Financial Summary tab. The total planned cost, budget cost, actual cost, and planned returns with their breakdowns are displayed in the form of read-only cards. The cost plans, benefit plans, and their breakdowns are provided in an editable grid view.

프로시저

1. Navigate to All > Demand > Demands > All.
2. Open a demand.
3. On the Demand form, select the Cost Plans or Monetary Benefit Plans related list.
4. Select Manage.
5. 옵션: Add additional fields, view plan details, or reorganize the financial data.

   Action	Steps
   Create a baseline or compare available baselines	Select the baseline information icon () and then select Create New Baseline or Compare Baselines option respectively. For more information, see Create a baseline of a demand.
   Create a cost plan or benefit plan for the demand	In the Cost Plans or Benefits Plans tab, select New.
   View a cost plan or benefit plan details in a form	Select the information icon ( ) available in the Name column of the grid.
   View a cost plan or benefit plan details in yearly, quarterly, or monthly format	Select the Year, Quarter, or Month views respectively. You can also edit the breakdown values of a cost plan or benefit plan without opening the plan in a form. Inline edit is available only in the Monthly view.
   Toggle the widgets on the Financial Summary section or add more fields	Select the widgets icon () and then select the Show Widgets option. Select additional fields to show, clear them to hide. 주: By default, all the fields are selected. The selected field preferences are saved and are available when you reopen the Financial Summary tab. If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated, you can add additional fields such as Benefit in demand currency, Actual Cost in demand currency, and Financial return in demand currency.
   Show or hide columns in the grid	Select the configuration icon () and select the field names. 주: You can’t hide the grouped columns.
   Reset to the default grid column layout	Select Reset to defaults.
   Export financial information	Select Export to csv.
   View the demand costs and benefits in demand currency	Select the configuration icon (). Select additional fields to show demand currency amounts. 주: If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated, you can add additional fields. You can view both the functional and demand currencies in the currency indicator. In the Financial Summary grid view of the cost plan and benefit plan tabs, all items related to demand currency are configured in the column heads such as Cost in demand currency and Demand currency.
   View details of an item in the grid	Select the expand icon () or (collapse icon ().