Related lists added for financials

Project Portfolio Suite with Financials adds several related lists to both the Project and Portfolio forms.

Portfolio related lists

Figure 1. Portfolio related lists for financials
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.
Benefit Plans Lists the benefit plans of projects and demands that are part of the portfolio.

To create a benefit plan, click New.

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 According to the fiscal years, lists projects and demands that are part of the portfolio. You can include or exclude a project or demand from the portfolio budget plan.

When you select the project or demand in the Select Project and Demands step of the portfolio workbench and move to the next stage, the Planned value changes to true.

Project related lists for financials

Project related lists

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.
Benefit Plans Potential benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed.
Project Budget Lists the project budget by fiscal year. Click the amounts in the list to revise them.
Expense Lines Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI.