Portfolio Manager (Capital Planning)

In general, Capital Planning enables a company:

PCP (in Unifier Portfolio Manager) is used for managing budget forecasts for ongoing and planned projects in a company.

The following sections provide details about PCP and is based on the default setup of Unifier.

Note: There are no business processes (BPs) designed and set up for use with PCP.

In This Section

Using PCP

Portfolio Manager

Cash Flow and Capital Planning

Portfolio Manager: Portfolio Planner

Portfolio Manager: Portfolio Scenario Sheet

Portfolio Manager: Cash Flow Budget Curves

Viewing the Portfolio Cash Flow Budget Curves

Accessing Portfolio Manager



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Last Published Friday, February 4, 2022