How to Create Financial Summaries › Set Financial Planning Options

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:

1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
2. Open the investment.
3. Open the Properties menu and click Budget.

   The budget properties appear.

4. 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

5. Save your changes.