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Question

shows actual/forecast subtotals

  • September 30, 2024
  • 1 reply
  • 51 views

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Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.

We really don't know what information we need to have recorded financially for the financial plan to display totals with this option.

 

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1 reply

partha.saha
Planview Falcons
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  • Planview Falcons
  • June 25, 2025

@Jhon Borrero Here is the details with screenshot to see the current/forecast Using the Subtotal View : https://success.planview.com/Planview_Portfolios/Financial_Management/Financial_Planning/01_Financial_Management_Concepts/02_Financials_Screen_Basics