Financials

The objective of this section is to enable users of ResourceFirst to examine and manipulate portfolio financial plans from multiple points of view. Detailed financial plans of all projects are available in this area where they can be modified and managed.

Topic hierarchy

Financial Assignments

This article shows how to add and modify financial forecasts and actuals for all projects in the current data set, and post labor financials.

Deleting Financial Assignments

This article shows how to delete a financial assignment.

Financial What-If Scenarios

This article describes the features of the financial scenario planning page.

Financial Rollups

This article shows how to create each of the options for project financial rollup.

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