Financial Planning introduces a fast, simple, and familiar way of working with project budgets that combines the simplicity of a spreadsheet for data entry, together with the control and structure that organizations need to keep track of the bigger picture of project financial data at scale, and over time.
Attend this workshop to learn more and to take advantage of this powerful functionality.
This workshop session will cover:
How to enable and set up Financial Planning in your Clarizen instance, including the creation of Non-Labor Resources
How to manage Project Budgets and Actuals for your Labor and Non-Labor resources for specific time periods
How to report on this newly created data set
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