Set Financial Planning Options

Summary Financial Planning › Set Financial Planning Options

You can set the options to define how the financial summaries interact with detailed financial plans of your investments.

Follow these steps:

Open Home, and from Portfolio Management, click an investment (for example, Projects).
The list page appears.
Open the investment.
The properties page appears.
Open the Properties menu and click Budget.
The budget properties appear.
Complete the following fields in the Financial Planning section:

Currency

Defines the currency for the investment.

Default: System currency

Budget equals Planned Values

Specifies if the budget values in the budget properties of an investment match the planned values. If a detailed budget plan exists for the investment, all the field values in the Budget section are display-only. The fields reflect the values in the detailed budget plan. When the check box is cleared, you can edit the budget fields.

Default: Selected

Calculate Financial Metrics

Specifies if financial metrics for the investment are calculated automatically. If unselected, you can define the financial metrics manually.

Default: Selected
Save your changes.

More information: