A financial summary specifies high-level budget information for investments. Correctly defining and recording planned and budget costs and benefit information using financial metrics is key to accurately assessing and analyzing an investment.
The values you enter are applied over one time period—from the investment start date to the finish date. The values are applied only to this investment, not to any of its child or parent investments.
If you create a detailed cost, budget or benefit plan after defining a financial summary, the detailed financial plan data overrides the summary data. The fields on the summary page become display only.
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