Users with appropriate permissions (e.g., project managers, finance representatives) can enter monthly project savings and costs (both hard dollar and soft dollar) at a detailed level from the start of the project. These can be entered manually or will roll up from Finances based on the AET.
To edit or enter finance data:
- Navigate to the Projects Finances page by selecting (Project #) > Go To > Finances, or clicking the Finances link on the Left Navigation bar within a particular project.
- Click the Detailed Finances tab.
- For projects using the double-view template: on the Main View from the View Type drop-down menu, select the view (Plan or Actual) you want to edit.
- Ensure that the Comparison View check box is unchecked.
- From the Snapshot or Current drop-down menu, select Current.
Note: You can edit the finance data of a snapshot only if your project uses the single-view template.
- To edit finances for a particular category for all months, select a financial category from the Edit Finances for Category pull-down menu. You will be able to enter data for each sub-category within that category, for all the months.
- To edit finances for all categories and sub-categories for a particular month, select the month from the Edit Finances for Month pull-down menu.
- To populate all appropriate fields with the same number, you can use the Copy Forward to... and the Current Year and All Months buttons on the Edit Finance for Category page.
- Click Update to save your changes.
Notes:
- Any multiplication factors that are part of your finance configuration are displayed on the Settings page.
- If you are unable to edit financial data for a particular period, please contact your administrator.
Working with Project Financial Data
Viewing Project Finance Summary
Requesting Financial Data Validation
Comparing Finances
Validating Financial Data
Working with Finance Snapshots
Modifying Financial Locks
Working with Finance Settings