Financial Plan: See the Project WBS hierarchy and roll up totals ???

Hi ​@Happytoon 

Financial Planning in Planview typically stores and displays costs at the lowest planning entity level. Native roll-up of monthly financial values to intermediate WBS summary tasks is generally not available directly within the Financial Plan grid.

If rolled-up reporting is required, you usually consider one of the following approaches:

Use Project/Task hierarchy reports where summary task values are calculated through reporting.
Create custom reports in Analytics/Power BI that aggregate cost and effort across child tasks.
Plan financials at the level where reporting is required (for example Capability or Workstream level rather than leaf task level).
 

​@Happytoon please consider these options:

In Portfolio View you have a sum function, that does the maths up the hierarchy that you are wanting to see.

Clicking on the header of a Financial Sub-Total/Calculated column gives you option to show time slices.

You can enable the “Work Financial Plan” option in Financial Planning Detail that will display activity level effort and costs against the project level Financial Management aggregation. If you don’t see this “version” at the end of your version list then there is a global option to enable it.

Hi Mlea, 
Thank you,
I do use a financial column set on the Work portfolio and use the Sum up function. The problem with a work portfolio is that, as far as I know, it only shows a list of projects at the top level (total cost/effort for the project), not the breakdown of each Work Package within these projects.
I also use the Work Financial plan at the project level, but it only shows the Effort/cost monthly total at the task (leaf) level, not summed up to the work package/summary task level.

As per my structure above, I want to see the monthly effort/cost for CPY A and CPY B (work Package), which is a sum up of the tasks under each (CPY A = Task A.1 + Task A.2, etc.). And then, also the cost/effort rolled up to WorkStream 1 = CPY A + CPY B).

Any tip/config change would be greatly appreciated.
Thank you all.