Detailed Financial Planning › How to Set Up for Detailed Financial Planning

How to Set Up for Detailed Financial Planning

To build financial plans, the following must be set up:

• An entity must exist.
• Fiscal time periods must be defined and activated at the entity level.
• An investment must exist.

  See the Project Management User Guide for more information.

• The investment must be financially enabled.

  See the Project Management User Guide for more information.

• Users must have access rights to work with financial planning.