Portfolio Manager (Capital Planning)

In general, Capital Planning enables a company:

Manage the current and proposed capital projects that are aligned with the strategic goals
Prioritize projects based on available budgets

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.

Last Published Monday, August 28, 2023