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Help with Cost Plan view / portlet

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  • 1.  Help with Cost Plan view / portlet

    Posted 12-09-2019 08:06 AM

    Is it possible to view all project / idea financial planning at the level of detail, within the financial planning?
    For example, a list of projects and their financial planning, that can be "opened" with the help of "+" (name side) ,
    and then you see the breakdown of the costs at the item level specified within the selected financial planning?

    Thank you.

  • 2.  RE: Help with Cost Plan view / portlet
    Best Answer

    Posted 12-09-2019 09:34 AM
    Hi May-rav,

    As per my knowledge, that is not possible. Financial Plans are more like instance specific and hence, you cannot add the data of some other projects/ideas within the Plan Details of another one. This cannot be achieved with some configuration or customization as well.

    Abhisek Dhar
    Senior Engineer
    Clarity PPM Support