Planview AdaptiveWork + AgilePlace

Customize Your Financial Planning View In AdaptiveWork


June 12, 2020


What is Kolme Univeristy

As a Planview Partner, the Kolme Group offers project managers a way to gain insights and the Planview AdaptiveWork skills needed to manage this scalable project management software platform, Kolme University.

As Planview AdaptiveWork Administrator, our Kolme University content helps you gain real-world insights regarding the AdpativeWork software configuration and integration. We teach you more than the basic know-how, and we move beyond the basics so you can improve your user interface and create AdaptiveWork custom code, ensuring you get the most out of your PM tool. Are you ready to take your project management skills to the next level and gain the tips and tricks needed to become a Clarizen AdaptiveWork Power User? Keep Reading!

Customize Your Financial Planning View In AdaptiveWork

Here is another quick win Planview AdaptiveWork Configuration Mini-Masterclass by Kolme University, showing you how to embed a Financial Planning view into a custom panel. Normally, if you want to see the financial panel, you must go to a dedicated view.

But, by the end of our mini-masterclass, you will have the Financial Planning panel, and we can embed that in a one or two-column view. This is a great time-saver as now you’ll see your financials from other views. This means you don’t have to go back and forth between views to see your financials while working on a project!  

What Is Financial Planning?

Understanding your project financials using Financial Planning in AdaptiveWork will allow you to better plan, manage and track for success!

Financial Planning provides a fast, simple, and familiar way of working with project budgets that combines the simplicity of a spreadsheet for data entry, with the control and structure that organizations need to keep track of the bigger picture, at scale, and over time

AdaptiveWork Success

Features of Financial Planning In AdaptiveWork

  • Project cost estimation (initial costing/pricing)
  • Project cost budgeting (detailed budget with work plan)
  • Project cost control (monthly tracking of actuals)
  • Project revenue forecasting (month, quarter, year)
  • Revenue recognition for time & materials projects (revenue actuals)

Download our FREE worksheet to add your Custom Financial Planning Panel inside Planview AdaptiveWork. 

Become A Student

Ready to expand your knowledge and become a Master Configuration Administrator? You can start your learning journey with the Kolme Group’s Configuration Masterclasses for the Planview AdaptiveWork series powered by Kolme University! Configuration Masterclasses will provide you with new tools and ideas to keep your system top-notch and customized to fit your business needs. 

Registration Begins with Registering for a University of Planview Account found on the Planview Training Page. Planview University account registration also gives you access to tutorial materials for those starting out on their AdaptiveWork journey. 

With the Configuration Masterclasses, you will build on your existing administration skills while also sharpening your product knowledge to help you build your proficiency to get the most out of your Planview AdaptiveWork product. Ready to Get Started? Click Here

Need More AdaptiveWorkSupport?

Do you want to Contact Kolme Group to learn more about our Project Management Services? 

Contact Us

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