PPM 15.4: Financial Management 200

Training Summary
In today's business world, it is crucial to ensure that all project-related costs for time and materials are properly allocated to the appropriate department or other unit of your organization. The functionality of Project & Portfolio Manager 15.4 (PPM) provides the tools necessary to fully define your organizational breakdown structure (OBS) to help ensure that the allocation of project costs aligns with your specific divisions. This course teaches how to use PPM to define your OBS and plan, allocate, and record project costs according to this defined structure. The creation of cost- and rate-related matrices; the establishment, approval, and adjustment of cost plans; and the posting of financial transactions are also demonstrated. This training is based on PPM classic interface.
Students should have completed PPM 15.4: Project and Investment Management 200 before taking this course.
3 Days/Lecture & Lab
This course is intended for those users who want hands-on training in the financial area of project management.
Course Topics
  • Describe the Setup of Financial Data
  • Define Financial Organizational Attributes
  • Define Financial Attributes and Classifications
  • Build a Cost/Rate Matrix
  • Define Financial Properties of Companies, Resources, Roles, and Investments
  • Create Transaction Entries
  • Post Transactions to Financial
  • Process WIP Transactions
  • Set Up Chargeback Rules
  • Manage a Service
  • Process Chargebacks

Related Scheduled Courses