Planview v.11 User Guide_PBP [Edited v3].docx

8/19/2019 Planview v.11 User Guide_PBP [Edited v3].docx

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Planview 11 User Guide:Project Business Proposal (PBP) and

Project Financial Planning (FP)

Version:


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*a&le o+ ,ontents

1. INTRODUCTION............................................................................................................................................................... 3

1.1 PLANVIEW and Proe!" #$%&ne%% Pro'o%a(% )P#P*....................................................................................................41.2 PLANVIEW and Proe!" +&nan!&a( P(ann&ng )+P*....................................................................................................... 41.3 Proe!" +$nd&ng Re,$&re-en"% and A''roa( Pro!e%%.............................................................................................5

1.4 Proe!" L&/e!!(e%.................................................................................................................................................... 71.5 Proe!" +&nan!&a( P(an.............................................................................................................................................. 7

2. ETTIN TARTED.......................................................................................................................................................... 8

2.1 Conne!"&ng "o P(an&e.......................................................................................................................................... 82.2 Logon U%er ID and Pa%%ord................................................................................................................................ 82.3 en$ #a%&!%........................................................................................................................................................... 62.4 $-&%%&on T'e%................................................................................................................................................. 10

3. P#P CREEN +LOW IN PLANVIEW.................................................................................................................................. 11

3.1 +&r%" T&-e $-&%%&on )Ne Wor !reen*

........................................................................................................... 123.2 $%e,$en" $-&%%&on )De%&gn9 De(&er9 De(&er:*............................................................................................143.3 C;ange Re,$e%"................................................................................................................................................... 153.4 P#P )Proe!" #$%&ne%% Pro'o%a(* !reen................................................................................................................1<3.5 +&nan!&a( P(ann&ng De"a&( !reen.......................................................................................................................... 173.< a"e C;e!(&%"...................................................................................................................................................... 233.7 $-&" /or Re&e=A''roa(................................................................................................................................. 243.8 e""&ng a! "o ";e L&/e!!(e en"r )&/ %"o''ed -&d>%"rea-*................................................................................25

4. PRO?ECT +INANCIAL ANAEENT )Po%" 1%" $-&%%&on A''roa(*.............................................................................2<

4.1 A!!e%%&ng +&nan!&a( In/or-a"&on )'roe!" /ore!a%"%*..............................................................................................2<4.2 Por"/o(&o V&e o/ A!"$a(% %. +ore!a%"% Co-'ar&%on..............................................................................................304.3 A!"$a(% %. +ore!a%"% Co-'ar&%on /or a &ng(e Proe!" )&a +&nan!&a( P(an*...........................................................35

5. @OW TO........................................................................................................................................................................ 38

5.1 Pr&n" A!!e%%&ng B %a&ng %o/"!o' P#P%............................................................................................................. 385.2 Pr&n" Proe!" +&nan!&a(%....................................................................................................................................... 405.3 U'(oad&ng %$''or"&ng do!$-en"a"&on )CONTENT -anage-en"*.........................................................................415.4 ear!;.................................................................................................................................................................. 475.5 U%&ng Co($-n e"%............................................................................................................................................... 48

5.< Ano";er V&e "o Proe!"% &n o$r Por"/o(&o.............................................................................................................51

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A''end& A +&e(d De%!r&'"&on%........................................................................................................................................ 52

1.-*/"0U,*-"

P(an&e &% o$r !o--on "oo( /or 'roe!" /ore!a%"&ng and o$r !o--on re'o%&"or /or a(( 'roe!" &n/or-a"&on. I" &%

a!!e%%&(e a(( Canad&an T&re $%&ne%% $n&"% %&n!e &" &% !(o$d a%ed and e"erna(( ;o%"ed. P(an&e ena(e% $%"o red$!e ";e $%e o/ EUC% )end>$%er !o-'$"&ng "oo(%*9 %;are &n/or-a"&on ,$&!( and or "oge";er a!ro%%

anner% &n a -ore Ag&(e /a%;&on. T;&% $%er g$&de &(( /o!$% on 'ro&d&ng o$ &"; %"e'>>%"e' &n%"r$!"&on% /or 1*

!rea"&ng and $'da"&ng Proe!" #$%&ne%% Pro'o%a(% and 2* en"er&ng and $'da"&ng Proe!" Fnan!&a( /ore!a%"%.

1.1 P%V-3 and Project Business Proposals (PBP)

•P(an&e ;a% een !;o%en a% ";e %"andard re'o%&"or /or a(( 'roe!" &n/or-a"&on ";a" &% e%%en"&a( /or 'roe!"

goernan!e9 &n!($d&ng ";e P#P.

• A(( IT 'roe!"% are re,$&red "o !rea"e a GProe!" #$%&ne%% Pro'o%a(H )P#P* do!$-en". T;e P#P &% ";e -ean% "o

o"a&n a''roa( o/ ";e %!o'e9 "&-e(&ne9 and /$nd&ng o/ ";e 'roe!" a% &(($%"ra"ed on 'g.5 )P#P A''roa( Pro!e%%*. I"

re'(a!e% ";e 'roe!" !;ar"er &n ";e ART +ra-eor and a!"% a% an agree-en" e"een ";e $%&ne%% and IT on

;a" or &(( e a!!o-'(&%;ed.

•A!!e%% "o 'roe!" &n/or-a"&on &% re%"r&!"ed and gran"ed a%ed on ro(e. T;e PO &(( gran" Wor Oner% ";e a&(&"

"o -anage ;o ;a% a!!e%% "o $'da"e ";e 'roe!" &n/or-a"&on.

• T;e !rea"&on9 $'da"e9 and re&e o/ P#P% ;ae een a$"o-a"ed ";ro$g; ";e L&/e!!(e -e!;an&%- &n P(an&e.

T;e oro% ;ae een e'" &n"en"&ona(( %&-'(e and ";e do NOT re'(a!e o";er !o--$n&!a"&on "oo(% $%ed

%"ae;o(der% "o !o((e!" ";e ne!e%%ar &n/or-a"&on. @oeer9 %o-e !on"ro(% are ne!e%%ar "o en%$re ";a" !on"en"

&% no" -od&Fed on!e &n/or-a"&on /or !o--&""ee -ee"&ng% )ITPC or PIC* ;a% een !o-'&(ed.

1.2 P%V-3 and Project Financial Planning (FP)

•In add&"&on "o ";e P#P )a% no"ed aoe*9 P(an&e &% ";e %"andard "oo( /or Proe!" +&nan!&a( P(ann&ng. P% )or ";e&r

de(ega"e%* &(( e e'e!"ed "o $'da"e ";e&r 'roe!" /ore!a%"% &";&n P(an&e. No"e ";a" a" ";&% 'o&n"9 G#$dge"

Tra!erH )>E!e( "oo(* &% a(%o aa&(a(e $" &% no" $%ed /or %$-&%%&on o/ 'roe!" /ore!a%"% "o ";e PO. +or ";e

"&-e e&ng9 P% !an !on"&n$e "o $%e #$dge" Tra!er /or Re%o$r!e P(ann&ng and ";e "ra!&ng o/ GA!"$a(%H.

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•P(an&e +&nan!&a( P(ann&ng a((o% AVP%9 AD%9 and ";e PO ea% a!!e%% "o ";e 'roe!" Fnan!&a( &n/or-a"&on.

AVP% &(( e a(e "o ;ae a 'or"/o(&o &e o/ ";e&r 'roe!"%. Re'or"% and e"ra!"% !an e dna-&!a(( !rea"ed )a%

o''o%ed "o ;a&ng one -on";( &e*. T;e PO $%e% ";e /ore!a%" &n P(an&e +&nan!&a( /or re'or"&ng "o o$r

ee!$"&e IT "ea-.

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1.4 Project Funding /e5uire6ents and pproval Process

P(an&e %$''or"% ";e 'roe!" a''roa( 'ro!e%%. P#P% are !rea"ed &a P(an&e %!reen% and ";en $'da"ed /or%$%e,$en" ga"&ng %$-&%%&on. T;e d&agra-% e(o &(($%"ra"e ;o P(an&e %$''or"% ";e 'roe!" ga"&ng and/$nd&ng 'ro!e%%. P(ea%e no"e ";a" eer "&-e ";e P#P &% %$-&""ed /or /$nd&ng9 VP $%&ne%% %'on%or a''roa( &%re,$&red and need% "o e $'(oaded &n"o P(an&e.

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1.7 Project %i+ec'cles

•P(an&e ;a% GoroH /$n!"&ona(&" re/erred &";&n ";e "oo( a% GL&/e!!(eH. In P(an&e a(( o/ ";e !onne!"ed

a!"&on% &n a 'ro!e%% are deFned &";&n ";e (&/e!!(e. W;en ea!; a!"&on &% !o-'(e"ed9 ";e ne" a!"&on &% a!"&a"ed9

and a no"&F!a"&on &% %en" "o ";e $%er a%%&gned "o ";a" a!"&on. T;&% &n!($de% a!"&on% %$!; a% !rea"&ng a 'roe!"

do!$-en" )/or ea-'(e9 a Proe!" #$%&ne%% Pro'o%a(*9 !;ang&ng ";e %"a"$% o/ a 'roe!"9 !rea"&ng a Fnan!&a(

/ore!a%" on ";e 'roe!"9 and re&e&ng or a''ro&ng an o/ ";o%e a!"&on%.

• T;e PO ;a% de%&gned ";e P#P a''roa( 'ro!e%% $%&ng P(an&eJ% L&/e!!(e deFn&"&on%. T;e L&/e!!(e %!reen%

;ae een !onFg$red %o ";a" ";e a''ear &n a %'e!&F! %e,$en!e /or o$ "o !o-'(e"e. A% an A''(&!a"&on De(&er

anager )AD* or Proe!" anager )P* o$ are ";e GonerH o/ ";&% 'ar" o/ ";e L&/e!!(e. On!e o$ ;ae

!o-'(e"ed o$r 'ar" o/ ";e L&/e!!(e and o$ 're%% G$-&""ed /or Re&eH9 oner%;&' o/ ";e 'ro!e%% 'a%%e% "o

";e ne" 'er%on )ro(e=$%er* &n ";e oro.

1.8 Project Financial Plan

•I" !on"a&n% Fnan!&a( &n/or-a"&on 'er"a&n&ng "o ";e 'roe!". I" &% no" a G!onFg$redH %!reen %o "e!;n&!a((9 no" 'ar" o/

";e (&/e!!(e. I" !an e a!!e%%ed &nde'enden"( and $'da"ed a" an "&-e. on";( %na'%;o"% o/ ";e +&nan!&a( P(an

are "aen ";e PO "o re'or" on GA!"$a(%H %. G+ore!a%"H 'roe!" %'end.

•AD%=P% &(( e re,$e%"ed "o %$-&" a Proe!" +&nan!&a( P(an &";&n ea!; P#P %$-&%%&on. I" &% e'e!"ed ";a" ";e

Fnan!&a( '(an &(( !on"a&n "o"a( 'roe!" !o%"%9 &n!($d&ng an %$%"a&n&ng !o%"%. T;e a!!$ra! o/ ";e Fnan!&a( '(an &%

&-'or"an" /or ";e a''roa( 'ro!e%% )&" &% re&eed IT +PBA9 IT A!!o$n"&ng9 en&or Ee!$"&e%*. T;e /ore!a%"

-on"; &% re(ean" /or ";e -on";( /ore!a%" %$-&%%&on% "o ";e PO.

•AD%=P% are re,$&red "o $'da"e ";e&r 'roe!"%J Fnan!&a( '(an on a -on";( a%&% )-&n&-$-* $" 're/era( &>

ee( or a% %oon a% ";e no ";ere are !;ange% "o ";e&r 'roe!"%J /ore!a%"%.

•

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•Pa%%ord re%e" &% %e(/>%ere. ?$%" !(&! on ";e (&n on ";e Log&n %!reen.

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2.4 $enu Basics

•A/"er (og&n9 o$ &(( e on ";e -a&n G P(an&eH 'age. P(an&e &% a !en"ra(&ed (o!a"&on ";a" !on%o(&da"e%

&n/or-a"&on %'e!&F! "o o$ a% a $%er )%$!; a% o$r no"&F!a"&on%*.

• T;e P(an&e 'age !on"a&n% GR&on%H and GT&(e%H.

•A r&on &% a ;or&on"a( $%er e(e-en" d&%'(aed a!ro%% ";e "o' o/ -o%" &e %!reen%9 %$!; a% ";e P(an&e

%!reen and ";e Por"/o(&o V&e %!reen%. T;e r&on !on"a&n% "&(e%.

•A "&(e re're%en"% a $n&,$e &e &n"o da"a re(a"ed "o ";e %!reen. W;en o$ !(&! on a "&(e9 ";e "&(e de"a&( &%

d&%'(aed &n ";e od o/ ";e %!reen. T;e r&on &"%e(/ re-a&n% %"a"&! a" ";e "o' o/ ";e %!reen9 $" ";e "&(e% are

dna-&! T&(e% ;e(' $%er% ge" "o ";e &n/or-a"&on ";e need /a%"er and -ore eM!&en"(.

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• o$ &(( %ee a !ore %e" o/ "&(e% ";a" ;ae een !onFg$red "o ;e(' o$ na&ga"e or a!!e%% !er"a&n /$n!"&ona(&". A%

-ore /$n!"&ona(&" e!o-e% aa&(a(e /or $%e &n P(an&e9 ne "&(e% &(( e added.

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2.7 9u&6ission *'pes

$-&%%&on "'e% re/er "o ";e na"$re o/ ";e or o$ are do&ng &"; a P#P %$-&%%&on.

•F-/9* *-$ su&6ission re/er% "o ";e Fr%" "&-e a P#P &% !rea"ed. T;e P#P -a %$''or" an o/ ";e /o((o&ng

ga"e re,$e%"% De!&de9 De%&gn9 or De(&er. T;&% &% ";e on( "&-e ";a" GNe WorH &% deFned &";&n P(an&e. T;ere

o$(d e no re!ord o/ ";&% 'roe!" &";&n P(an&e9 %o a(( ";e a!gro$nd &n/or-a"&on ao$" ";e 'roe!" need% "o

e en"ered. A $n&,$e GWor IDH &(( e a%%&gned "o ";e 'roe!" ;&!; &(( e ";e &den"&Fer o/ ";e 'roe!" go&ng

/orard.

•9UB9>U* su&6ission re/er% "o an -od&F!a"&on% "o an e&%"&ng P#P. T;e 'roe!" &% -o&ng /orard &";

a %$%e,$en" /$nd&ng re,$e%" /or an o/ ";e /o((o&ng ga"e% De%&gn9 De(&er9 or De(&er:. T;e d&eren!e

e"een ";&% "'e o/ %$-&%%&on and a +IRT TIE %$-&%%&on &% ";a" ";e 'roe!" ;a% een 're&o$%( deFned

&";&n P(an&e and er (&e( ;a% a 're&o$%( a''roed P#P ";ere &% no need "o !rea"e GNe WorH.

•,?G />U9* su&6ission P#P ;ad een 're&o$%( %$-&""ed and a''roed. T;e 'roe!" re,$&re% ";e

a''roa( o/ a C;ange Re,$e%" )C;ange &n +$nd&ng=#$dge"9 !o'e9 or T&-e(&ne%*.

T;e /o((o&ng %e!"&on &% a a(";ro$g; o/ ;o "o en"er a P#P &n PV11 /or a(( ";ree %$-&%%&on "'e%.

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4.PBP 9,/ F%"3 - P%V-3

T;e d&agra- e(o &(($%"ra"e% ";e P(an&e L&/e!!(e )a %e" o/ !onne!"ed %!reen%* !onFg$red /or ";e P#P 'ro!e%%. T;e

P#P )L&/e!!(e* 'ro!e%% &% $%ed ;en 1* 'roe!" &n/or-a"&on &% e&ng !rea"ed )+&r%" T&-e $-&%%&on* or 2* 'roe!"

&n/or-a"&on &% e&ng $'da"ed )e&";er $%e,$en" $-&%%&on or a C;ange Re,$e%"*.

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4.1 First *i6e 9u&6ission (ew 3or= 9creen)

• T;e Fr%" "&-e a P#P &% !rea"ed &% $%$a(( "o o"a&n /$nd% /or ";e GDECIDEH ';a%e a% o$"(&ned aoe. @oeer9 ";ere

are !&r!$-%"an!e%9 )e.g.9 er %-a(( or (o>r&% 'roe!"%* ;ere a ne 'roe!" -a e re,$e%"&ng /$nd% /or ";e

GDEINH or GDELIVERH ';a%e%. Regard(e%% o/ ";e Ga"e Re,$e%"edH )De!&de9 De%&gn9 or De(&er* /or ";&% ne 'roe!"9

";e Fr%" %"e' &n ";e P#P (&/e!!(e &% "o deFne ";e 'roe!" &";&n P(an&e.

• o$r Fr%" P#P &% !rea"ed $%&ng ";e Gew 3or= H %!reen. T;&% %!reen re,$e%"% &n/or-a"&on ao$" ";e 'roe!". T;ere

are "o o'"&on% "o ge" "o ";e GNe WorH %!reen

"ption 1:

• On ";e -en$ ar9 %e(e!" ";e $' Planview "a9 !(&! on ";e ew "a and ";en %e(e!" 3or= .

"ption 2:

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• +ro- ";e -en$ ar9 %e(e!" ";e 3or= ta& and ";en !(&! on ew 3or= .

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W;en o$ ge" "o ";e ew 3or= %!reen

1. Po'$(a"e a(( o/ ";e &n/or-a"&on Fe(d% on ";e GNe WorH %!reen.

2. W;en !o-'(e"ed9 !(&! GCon"&n$eH and ";e Proe!" #$%&ne%% Pro'o%a( %!reen &(( (oad a$"o-a"&!a((. T;e 'roe!" &%no deFned &n P(an&e and &(( e a%%&gned a GWor IDH.

• T;&% %!reen &% 'o'$(a"ed on!e9 a" ";e %"ar" o/ a 'roe!" 'ro'o%a(. I"% oe!"&e &% "o !rea"e ";e 'roe!" &";&n P(an&e

&";&n ";e 'ro'er or readon %"r$!"$re.

• T;e G$>ro$'J %e(e!"&on &% ;a" de"er-&ne% &n ;&!; 'or"/o(&o ";&% 'roe!" &(( e &n!($ded.

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4.2 9u&se5uent 9u&6ission (0esign 0eliver 0eliver@)

•An a''roed P#P -$%" a(read e&%" &/ o$ an" "o or on a %$%e,$en" %$-&%%&on. I/ o$ !anno" Fnd a P#P9

!on"a!" ";e PO d&re!"(.

• T;e '$r'o%e o/ ";&% /$n!"&ona(&" &% "o ena(e ed&"&ng o/ e&%"&ng 'roe!" &n/or-a"&on and no" ;ae "o re>en"er ";e P#P

&n/or-a"&on aga&n.

•+or %$%e,$en" %$-&%%&on%

1. o "o ";e $' Planview "a on ";e -en$ ar.

2. e(e!" $' ctive %i+ec'cle 9teps "o %ee ";e %"a"$% o/ o$r !$rren" %$-&%%&on%.

3. C(&! on ";e nter Project Business Proposal ;'er(&n )(e/" %&de o/ ";e %!reen* /or ";e 'roe!". T;e P#P %!reen&(( !o-e $'.

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4.4 ,#ange /e5uest

•An a''roed P#P -$%" a(read e&%" &/ o$ an" "o or on a %$%e,$en" %$-&%%&on. I/ o$ !anno" Fnd a P#P9

!on"a!" ";e PO d&re!"(.

+o((o ";e %"e'% de%!r&ed &n ";e 're&o$% %e!"&on 4.2 9u&se5uent 9u&6ission (0esign 0eliver 0eliver@) "o

(o!a"e ";e 'roe!" and %e(e!" ";e 're&o$%( a''roed P#P.

•On!e on ";e P#P %!reen9 en%$re ";a" ";e a"e Re,$e%"ed &% GC;ange Re,$e%"H.

•I/ ";e CR &% "o re,$e%" add&"&ona( /$nd%9 re-e-er "o F(( o$" ";e GC$rren" A% H Fe(d &"; ";e re,$e%"ed a-o$n".

•On ";e P#P ee!$"&e %$--ar %e!"&on9 e'(a&n ;a" ";e !;ange re,$e%" &% ao$".

PBP 9creen

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4.7 PBP (Project Business Proposal) 9creen

1. U'da"e ";e re(ean" &n/or-a"&on Fe(d% on ";e %!reen. Re/er "o Appendix A – Field Descriptions /or ";ede%!r&'"&on o/ ea!; Fe(d.

2. I/ ";&% &% a %$%e,$en" %$-&%%&on )de%&gn9 de(&er9 de(&er:*9 '(ea%e -ae %$re "o %e(e!" ";e !orre!" Ga"eRe,$e%"ed.H

3. C(&! 9ave. C(&!&ng Can!e( or C(o%e &n ";e &ndo &(( re%$(" &n !;ange% no" e&ng %aed. 4. T;e +&nan!&a( P(ann&ng De"a&( %!reen &(( a$"o-a"&!a(( (oad a/"er !(&!&ng G9aveH on ";&% %!reen. I/ ";e or &% no"

!o-'(e"e and o$ an" "o re"$rn "o ";e P#P %!reen )/ro- ";e +&nan!e P(ann&ng De"a&( %!reen or an o";er %!reen*/o((o ";e &n%"r$!"&on% &n section “ 3.8 Getting back to the Lifecycle entry if stopped !id"strea!#$ "o ge"a! "o o$r P#P.

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4.8 Financial Planning 0etail 9creen

•On ";&% %!reen o$ &(( en"er ";e Fnan!&a( /ore!a%" &n/or-a"&on /or ";e 'roe!".

•+ore!a%"% !an e $'da"ed a" an "&-e a% -ore &n/or-a"&on e!o-e% aa&(a(e.

• En"r o/ ";e /ore!a%" &% done a!!ord&ng "o a* "&-e )-on";( or ann$a((* and * !o%" !a"egor

1. I/ en"ered ear9 P(an&e &(( a$"o-a"&!a(( 'o'$(a"e ";e -on";( /ore!a%" !e((% )a((o!a"&on% %'read o$" een(

a!ro%% -on";%*.

2. I/ en"ered -on";9 P(an&e &(( no" a$"o-a"&!a(( 'o'$(a"e.

•Co%" !a"egor&e% a''ear $nder GA!!o$n" "r$!"$reH and a(&gn &"; ";e !o%" !a"egor&e% 're%en"( $%ed &"; 'roe!"

Fnan!&a( /ore!a%"%.

• NOTE %'e!&a( "rea"-en" &% re,$&red /or ";e GLao$rH !a"egor. Lao$r !o%"% -$%" e en"ered a% e&";er

1. #(ended )e-'(oee=!on"ra!"or ra"e*2. E-'(oee3. Con"ra!"or

•W;en o$ !(&! on Lao$r9 a 'o'>$' %!reen )L&ne De"a&( /or Lao$r* a''ear% and o$ &(( %e(e!" ;&!; a!!o$n"% are

re,$&red /ro- ";e '$((>don -en$. T;e%e a!!o$n"% &(( no a''ear $nder ";e Lao$r a!!o$n".

•Pre%%&ng ,ancel &(( re%$(" &n a (o%% o/ $n%aed !;ange%.

•Pre%%&ng *otal and 9ave &(( re%$(" &n ";e !a(!$(a"&on o/ ";e /ore!a%"9 $'da"&ng o/ -on";( /ore!a%" !o($-n%9 and

%a&ng o/ ";e !;ange% "o ";e P(an&e da"aa%e. T;&% %!reen &(( re-a&n aa&(a(e.

•Pre%%&ng 9ave and ,lose &(( a(%o re%$(" &n ";e /ore!a%" e&ng !a(!$(a"ed and %aed a 'o'>$' %!reen )e%%age /ro-

e'age* &(( a''ear "o a% &/ o$ an" "o -oe "o ";e ne" %"e' &n ";e (&/e!!(e.

3. I/ o$ are $'da"&ng o$r /ore!a%"9 o$ -a no" &%; "o go on "o ";e ne" %"e' and o$ %;o$(d !(&! ,ancel.

4. I/ o$ &%; "o -oe "o ";e ne" %"e' &n ";e (&/e!!(e9 !(&! "E .

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Co%" !an e en"ered a% an ann$a( a($e or ";e -on";( a($e%. I/ an ann$a( a-o$n" &% en"ered )&n ";e ear !o($-n e&";er

20139 20149 e"!.*9 ";e !o%"9 &(( e e,$a(( d&%"r&$"ed a!ro%% ";e aa&(a(e -on";%.

T;e greed o$" !e((% re're%en" 're&o$% !o-'(e"ed -on";%.

308745328 Page. 28

G*otal 9aveH %ae% or andre-a&n% on ";e %!reen.

G9ave ,loseH %ae% or and!onFr-a"&on 'o'$' %!reen !o-e%$'

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# !(&!&ng on GOH ";e 'roe!" &(( !on"&n$e &n ";e (&/e!!(e 'ro!e%% and adan!e o$ "o ";e ne" %!reen o/ ";e (&/e!!(e.

308745328 Page. 26


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4. Gate ,#ec=list

• T;e '$r'o%e o/ ";e a"e C;e!(&%" &% "o 'ro&de ";e AD% and P% &"; a (&%" o/ a(( &"e-% ";a" need "o e !o-'(e"ed'r&or "o %$-&%%&on o/ a P#P /or /$nd&ng "o ";e PO.

• On!e !o-'(e"ed9 !(&! 9ave.

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4.H 9u&6it +or /eviewIpproval

• T;e '$r'o%e o/ ";&% %!reen &% "o !onFr- ";e read&ne%% o/ ";e P#P %$-&%%&on /or re&e IT +&nan!&a( P(ann&ng BAna(%&% and ";e PO.

• I/ o$ are read9 !(&! on 9ave and ";e 'roe!" &(( e ro$"ed "o +&nan!e and ";e PO POC /or re&e. o$ &(( ere"$rned "o ";e $' Planview %!reen.

• I/ ";e 'roe!" &% no" read /or %$-&%%&on9 !(&! ,ancel and o$ &(( e re"$rned "o ";e $' Planview %!reen.

W;en o$ ;&" %ae a" ";&% 'o&n"9 ";e L&/e!!(e &(( e %en" "o POC /or ";e&r re&e and &n'$".

308745328 Page. 31

llows 'ou to

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4.J Getting &ac= to t#e %i+ec'cle entr' (i+ stopped 6idstrea6)

• I/ ";e P#P 'ro!e%% a% no" !o-'(e"ed ) (ea&ng ";e (&/e!!(e o a" an 'o&n" ";r$ ";e ,%"9 or ,,%

/$n!"&on*9 ";&% &% ;o "o re"$rn "o ";e 'roe!" "o !o-'(e"e ";e P#P )and ";e (&/e!!(e 'ro!e%%*

• +ro- ";e -a&n G P(an&eH %!reen9 !(&! on G$' ctive %i+ec'cle 9tepsH "&(e. T;e (&%" o/ 'roe!"% d&%'(aed

ree!"% a(( a!"&e (&/e!!(e %"e'% ";a" K"U are re%'on%&(e /or. To re>a!"&a"e ";e (&/e!!(e 'ro!e%% !(&! on ";e (&/e!!(e

%"e' &den"&Fed on ";e (e/".

308745328 Page. 32

$' Planview; ta& and t#en clic= $'

,lic= on #'perlin= to reenter %i+ec'cle


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7.P/"L,* F-,-% $G$* (Post 1st 9u&6ission pproval)

On!e ";e 'roe!" ;a% ;ad &"% Fr%" P#P a''roed9 ";e Wor Oner )P and=or AD* -$%" $'da"e ";e 'roe!" Fnan!&a(

/ore!a%"% a" a -&n&-$- on!e a -on";. T;e PO "ea- &(( "ae %na'%;o"% o/ ";e /ore!a%"% )-on";( or G$%" &n "&-eH*

and $%e ";e%e /or en&or anage-en" re'or"&ng.

T;e +&nan!&a( anage-en" /$n!"&ona(&" &";&n P(an&e &% ,$&"e %&-'(e "o $%e. Da"a &% en"ered (&e &n a %&-'(e

%'read%;ee". Da"a !an e e'or"ed "o G>E!e(H "o &n"egra"e &"; o";er "oo(%=re'or"%.

7.1 ccessing Financial -n+or6ation (project +orecasts)

T;ere &% -ore ";an one a "o a!!e%% Fnan!&a( &n/or-a"&on. #e(o are ";ree a% "o a''roa!; &"

"P*-" 1 ($ost /eco66ended)

• U%e ";e ear!; ar "o en"er ";e Proe!" Na-e or Wor ID.

• C(&! on ";e arro e%&de ";e 'roe!" ";a" !a-e $' $nder ";e %ear!; re%$("%.

• e(e!" Financial Planning 0etail.

To $'da"e ";e 'roe!" Fnan!&a( /ore!a%"9 /o((o ";e %a-e %"e'% de%!r&ed &n e!"&on 3.% Financial &lanning

Detail 'creen.

308745328 Page. 33

1. nter Project a6e; or


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4. 9electFinancial

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"P*-" 2

To a!!e%% ";e Fnan!&a( '(an /ro- ";e 'roe!"J% G3or= ViewHo C(&! on ";e arro near ";e Ga!H $""on.

o e(e!" Financial Planning 0etail.

To $'da"e ";e 'roe!" Fnan!&a( /ore!a%"9 /o((o ";e %a-e %"e'% de%!r&ed &n e!"&on 3.% Financial &lanning

Detail 'creen.

308745328 Page. 35

2. 9elect

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"P*-" 4

•+ro- ";e P(an&e %!reen9 !(&! on ";e 3or= "a.

•C(&! on 3or= Port+olio &!on9 %e(e!" a 'or"/o(&o9 and ";en !(&! on ";e Port+olio View &!on. QRe/er "o ";e Planview

Walkthrough Guide – Time Tracking /o$nd &n ";e P(an&e @e(' B In/o "&(e /or &n%"r$!"&on% on ;o "o !rea"e a ne

'or"/o(&o.

•A (&%" o/ 'roe!"% &n o$r 'or"/o(&o &(( a''ear. e(e!" ";e de%&red 'roe!" !(&!&ng on ";e donard arro "o ";e

(e/".

•e(e!" Financial Planning 0etail.

• To $'da"e ";e 'roe!" Fnan!&a( /ore!a%"9 /o((o ";e %a-e %"e'% de%!r&ed &n e!"&on 3.% Financial &lanning

Detail 'creen

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308745328 Page. 37

nsure t#at t#eversion is set to

8. 9elect desired Project. ,lic= dropdown arrow ont#e le+t and H. 9elect


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7.2 Port+olio View o+ ctuals vs. Forecasts ,o6parison

A 'or"/o(&o &e o/ 'roe!" Fnan!&a(% !an e o"a&ned ";ro$g; ";e $%e o/ colu6n sets. One ea-'(e &% ";e !o($-n %e"

!a((ed “(2) Project Financials – Cororate H. ,olu6n sets !an e $%ed "o !o-'are "o er%&on% o/ ";e +&nan!&a( P(an.

T;e PO "ae% a %na'%;o" o/ ";e +&nan!&a( P(an 'r&or "o $'(oad&ng ";e 'r&or -on";J% a!"$a(%. T;&% %na'%;o" &% %aed "o a

+&nan!&a( P(an er%&on !a((ed G+ore!a%" na'%;o" )Pr&or on";*H. T;$% &" &% 'o%%&(e "o !o-'are ";e%e "o er%&on%A!"$a(% %. +ore!a%" /or ";e 're&o$% -on";. T;&% !o-'ar&%on &e !an a%%&%" ";e P=AD "o %ee ";e a!!$ra! o/ ";e

/ore!a%" /or ";e (a%" -on"; a% e(( a% /e"!; ";e "o"a( 'roe!" /ore!a%" 'r&or "o ";e $'(oad o/ ";e a!"$a(%.

9tep 1

o "o GWor Por"/o(&o V&e.H

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9tep 2

e(e!" G,olu6n 9et: (2) Project Financials ,orporate.H T;&% &(( 'ro&de a &e o/ ";e Wor Por"/o(&oJ% Fnan!&a(%.

308745328 Page. 40

8. 9elect ,olu6n 9et: (2) Project Financials

Proe!" %'en" "o da"e

)a!"$a(%* &n ";e !$rren"

A!"$a(% :

+ore!a%"% S

Proe!" %'en" "o da"e

&n!($d&ng 'r&or ear%.

Re-a&n&ng /ore!a%" /or

";e !$rren" ear.

Re-a&n&ng /ore!a%" /or ";e

'roe!" &n!($d&ng /$"$re


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9tep 4

+&nan!&a( !o($-n% )";o%e &"; a-o$n"% %$!; a% G'end ";&% earH or GTo"a( IT Co%"%H* !an e &eed a% -on";(9

,$ar"er(9 or ear( a-o$n"%. &-'( %e(e!" a !o($-n and !(&! on ";e dro'>don arro. +or ea-'(e9 &/ one %e(e!"%

-on";(J /or ";e 'end ";&% earJ !o($-n9 a -on";( readon o/ ";e a($e% &(( a''ear.

308745328 Page. 41

. 9elect t#e dropdown arrow+or one o+ t#e colu6ns and

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42/71

9tep 7

To !o-'are +&nan!&a( P(an er%&on%9 %e(e!" ";e dro' don -en$ on ";e "o' r&g;" !orner and en%$re ";e /o((o&ng &% %e(e!"ed

T;&% &(( re%$(" &n ";e ea!; !o($-n e&ng %'(&" 3>a% d&%'(a&ng ";e /o((o&ng

•ctualIForecast (+orecast); !o($-n &(( %;o ";e a($e &n ";e -o%" re!en" +&nan!&a( P(an er%&on )";e

A!"$a(=+ore!a%" )/ore!a%"* er%&on*.

•Forecast 9naps#ot (Prior $ont#); &(( %;o ";e a($e /ro- ";e %na'%;o" o/ ";e +&nan!&a( P(an er%&on "aen

'r&or "o ";e (a%" $'da"e o/ A!"$a(%. No"e ";a" on( ";e 'r&or -on"; &(( %;o a ar&an!e. A(( o";er -on";% e/ore ";a"

&(( e &den"&!a( )";ere &% no !;ange "o ear(&er -on";%*.

•Variance; !o($-n &(( %;o ";e d&eren!e e"een ";e "o !o($-n%.

308745328 Page. 42

Co-'ar&%on er%&on &%

+ore!a%" na'%;o"

)Pr&or on";*J

D&%'(a Var&an!e &";

Co-'ar&%on Ver%&on &%

Wor&ng er%&on &%

A!"$a(=+ore!a%"


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9tep 8

on";(9 ,$ar"er( and ear( !o-'ar&%on% !an e -ade !(&!&ng on e&";er o/ ";e %$>!o($-n%9 %&-&(ar "o %"e' 3.

No"e ";e /or-a""&ng on ";&% %!reen &% no" $%er /r&end(. E'or"&ng &" "o >E!e( &% an o'"&on &/ /$r";er -an&'$(a"&on or e""er

're%en"a"&on &% re,$&red. T;e e'or" /ea"$re &% (o!a"ed on ";e $''er r&g;" ;and !orner o/ ";e %!reen.

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7.4 ctuals vs. Forecasts ,o6parison +or a 9ingle Project (via Financial Plan)

Wor Oner% ;ae ";e a&(&" "o &e a 'roe!"J% +&nan!&a( P(an and !o-'are ";e&r a!"$a( %'end% &"; ";e&r 'r&or -on";J%

/ore!a%"9 and $'da"e &"9 a!!ord&ng(.

To !o-'are ;a" a% /ore!a%"ed &n ";e 'r&or -on"; "o 're%en" -on"; &";&n ";e Fnan!&a( '(an9 /o((o ";e %"e'% e(o

9tep 1:

O'en a 'roe!"J% Fnan!&a( '(an ";ro$g; an o/ ";e -e";od% de%!r&ed &n %e!"&on 4.1 )e(o &% one ea-'(e*

9tep 2:

e(e!" ";e ren!; )'re/eren!e "oo(* a" ";e "o' r&g;" !orner o/ ";e +&nan!&a( P(an.

308745328 Page. 44


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9tep 4:

En%$re ";e /o((o&ng 're/eren!e% are %e(e!"ed and ";a" ";e !o-'ar&%on er%&on &% %e" "o G+ore!a%" na'%;o" )Pr&or

on";*.H

308745328 Page. 45

To red$!e ";e n$-er o/ 'er&od% d&%'(aed9

&" &% re!o--ended "o %e(e!" !$%"o-


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9tep 7:

e(e!" ";e Variance $""on and !(&! on ,o6pare wit# ,o6parison Version.;

T;&% &(( re%$(" &n a %&-&(ar &e a% ";e !o($-n %e" &e d&%!$%%ed &n %e!"&on 4.2 > %"e' 4 &"; ";e added a&(&" "o d&re!"(

-od&/ ";e Fnan!&a( /ore!a%"% &n ";e GA!"$a(=+ore!a%"H !o($-n /or ";e 'roe!".

308745328 Page. 4<


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8.?"3 *"

8.1 Print ccessing saving so+tcop' PBPs

1. C(&! ";e Gnal'tics /eportingH "a9 and ";en !(&! G$' Planview 0as#&oardH. A ne &ndo &(( o'en $'.

2. In ";e G0as#&oardsH "a9 !(&! ";e "r&ang(e e(o G3or= ProjectH and %e(e!" GProject Business ProposalH

308745328 Page. 47


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3. e(e!" a 'roe!" $"&(&&ng ";e ,urrent Port+olio )o'"&ona(* and=or Project dro'don -en$% and !(&! GGoH.

4. To e'or" a %o/"!o' o/ ";e re'or" )E!e(9 PD+9 e"!* !(&! ";e GDport /0% /eportsH "&(e. A ne &ndo &(( o'en.

)o$r ro%er -a (o! 'o'$'%. P(ea%e !;oo%e ";e o'"&on "o a(a% a((o 'o'$'% /ro- ";&% %&"e ;en 'ro-'"ed*

5. C;oo%e o$r /or-a" )PD+ or E!e( &% re!o--ended* and !(&! GDportH. o$r ro%er &(( 'ro-'" o$ "o e&";er o'en

or %ae ";e F(e.

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8.2 Print Project Financials

To 'r&n" an Fnan!&a( &n/or-a"&on9 a!!e%% ";e +&nan!&a( P(ann&ng De"a&( %!reen )3.5 >+&nan!&a( P(ann&ng De"a&( !reen*9

!(&! on ";e DportIPrint &!on &n ";e "o' r&g;" !orner and %e(e!" ";e de%&red /or-a" /or 'r&n"&ng )PD+9 E!e(9 Te"*. +or

e%" re%$("%9 &" &% re!o--ended ";a" ";e GE'or" "o E!e(H o'"&on &% $%ed and ";en 'r&n" /ro- ";e E!e( %!reen.

308745328 Page. 50

1. DportIprint

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8.4 Uploading supporting docu6entation (,"** 6anage6ent)

T;ere &% -ore ";an one a "o a!!e%% ";e '(a!e ;ere !on"en" !an e $'(oaded &n"o P(an&e. #e(o are ";ree

%$gge%"&on%. T;&% &% /o((oed %"e'% &(($%"ra"&ng ;o "o $'(oad !on"en".

"P*-" 1 ($ost /eco66ended)

• U%e ";e ear!; ar "o en"er ";e Proe!" Na-e or Wor ID.• C(&! on ";e arro e%&de ";e 'roe!" ";a" !a-e $' $nder ";e %ear!; re%$("%.

• e(e!" ,ontent.

308745328 Page. 52

2. ,lic= on

1. nter Project a6e; or

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"P*-" 2

To a!!e%% ";e Fnan!&a( '(an /ro- ";e 'roe!"J% G3or= ViewHo C(&! on ";e arro near ";e Ga!H $""on.

o e(e!" ,ontent.

308745328 Page. 53

2. 9elect

1. ,lic= on


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"P*-" 4

•+ro- ";e P(an&e %!reen9 !(&! on ";e 3or= "a.

•C(&! on 3or= Port+olio &!on9 %e(e!" a 'or"/o(&o9 and ";en !(&! on ";e Port+olio View &!on. QRe/er "o ";e Planview

Walkthrough Guide – Time Tracking /o$nd &n ";e P(an&e @e(' B In/o "&(e /or &n%"r$!"&on% on ;o "o !rea"e a ne

'or"/o(&o.

•A (&%" o/ 'roe!"% &n o$r 'or"/o(&o &(( a''ear. e(e!" ";e de%&red 'roe!" !(&!&ng on ";e donard arro "o ";e

(e/".

•e(e!" ,ontent.

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8. 9elect desired Project. ,lic= dropdown arrow ont#e le+t and H. 9elect


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1. ,lic= on t#e


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308745328 Page. 58

2. ,lic= Browse to selectdocu6ent

4. 9elect docu6ent toupload


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8.7 9earc#

P(an&e 11 e%" ne /ea"$re &% ";e Gear!;H. o$ !an no (oo $' 'roe!"% na-e or 'roe!". T;e %ear!; ar &%

(o!a"ed a" ";e "o' o/ a(( ";e na&ga"&on %!reen%.

308745328 Page. 56

9earc# &' Project na6e or

7. 9elect desired Project5. ,lic= dropdown arrow on

t#e le+t and select


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8.8 Using ,olu6n 9ets

P(an&e 11 /ea"$re% ";e $%e o/ !o($-n %e"% &n order "o &e and !$%"o-&e ";e "'e% o/ da"a ";a" !a"er% "o ea!;

&nd&&d$a( or oner.

Ea!; !o($-n %e" ;a% &"% on (&%" o/ !o($-n% ";a" &% %;on on %!reen on!e &" &% %e(e!"ed. T;&% a((o% or oner% "o &e

";e !o($-n% ";e are -o%" &n"ere%"ed &n ena(&ng ";e- "o ge" ";e &n/or-a"&on ";e need &n ";e -o%" eM!&en" a'o%%&(e.

W;en !(&!&ng ";e GCo($-n e"H dro'don -en$9 a (&%" o/ de/a$(" !o($-n %e" &e% a''ear /or or oner%. Co($-n %e"%

!an e !;anged !(&!&ng on ";e a''ro'r&a"e %e".

T;e "o o'"&on% (&%"ed e(o ";e !o($-n %e"% )&.e. G:NeH and Ganage Co($-n e"%H* &(( e d&%!$%%ed &n de"a&( on ";e

ne" 'age%.

308745328 Page.


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62/71

Using ,olu6n 9ets: ,reating ew ,olu6n9ets

C(&!&ng ";e Fr%" o'"&on e(o ";e !o($-n %e"% (ae((ed G:NeH r&ng% $' ";e /o((o&ng -en$ ;ere or oner% !an

!rea"e a ne !o($-n %e" /ro- ";e e"en%&e (&%" o/ !o($-n% "o !;oo%e /ro-.

In order "o !rea"e a ne !o($-n %e" o$ -$%" do ";e /o((o&ng

1. Na-e o$r !o($-n %e" "'&ng e%&de ";e GCo($-n e" Na-eH Fe(d a% %;on &n e!"&on 12. C;oo%e ;e";er "o &n!($de ";e !o($-n %e" &n ar&o$% -en$% &";&n P(an&e a% (&%"ed &n e!"&on 23. e(e!" one or -ore !o($-n% /ro- ";e aa&(a(e !o($-n% %e!"&on and ";en !(&! GAdd H &n order "o add ";e- "o ";e

e(e!"ed Co($-n% %e!"&on on ";e r&g;"4. C(&! ae &n order "o %ae ";e !o($-n %e"

308745328 Page.


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Using ,olu6n 9ets: $anaging ,olu6n9ets

One o/ ";e /ea"$re% ";a" &% aa&(a(e de/a$(" &% ";e a&(&" "o !o' !o($-n %e"% and "o -od&/=rena-e ";e- on!e ";e

;ae een !rea"ed.

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8. not#er View to Projects in Kour Port+olio

T;&% %!reen 'ro&de% a (&%" o/ 'roe!"% and ;ere ";e are &n ";e L&/e!!(e. T;e $%er re%'on%&(e /or ";e ne" %"e' &n ";e

(&/e!!(e &% &den"&Fed &n ";e GU%er Re%'on%&(eH !o($-n.

To a!!e%%9 /ro- ";e GWorH "a9 !(&! on ";e "&(e GPor"/o(&o A!"&e L&/e!!(e "e'%H.

308745328 Page.


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ppendiD Field 0escriptions

T;&% a''end& 'ro&de% de%!r&'"&on% o/ ";e Fe(d% /o$nd &n P(an&e ;en %$-&""&ng a P#P. T;e de%!r&'"&on% are %'(&" a%ed

on ";e %!reen ";e a''ear GNe WorH %!reen and ";e GProe!" #$%&ne%% Pro'o%a( P#PH. No"e ";a" -o%" o/ ";e%e

de%!r&'"&on% !an e /o$nd G;oer&ngH oer ";e Fe(d na-e on ";e P(an&e %!reen.

ew 3or=; Field 0escriptions

3 3"/E 9creenBasic -n+o

$>

ro$'

e(e!" /ro- ";e da"a '&!er ";e IT De(&er AVPJ% gro$' ";a" &% re%'on%&(e /or de(&er o/ ";&% 'roe!".

Proe!"

Na-e

Na-e ";a" &(( e a%%o!&a"ed &"; ";&% 'roe!". P(ea%e ao&d $%e o/ %'e!&a( !;ara!"er%. No"e &" &% no" re!o--ended ";a"

";e 'roe!" na-e e !;anged a/"er &" ;a% re!e&ed &"% Fr%" /$nd&ng a''roa(.

Wor ID A$"o-a"&!a(( genera"ed ";e %%"e-.

Wor T;&% Fe(d !anno" e !;anged. # de/a$("9 ;en ne or &% e&ng !rea"ed9 &" &(( a(a% %;o GRe,$e%"ed.H

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"a"$%Wor T'e En"er Ga"ed Proe!".H

Gate /e5uested

C$rren"

a"e

# de/a$("9 ";e a($e %;on &% GNoneH ;en ne or &% e&ng !rea"ed.

a"e

Re,$e%"e

d

T;e ga"e ";e 'roe!" &(( e en"er&ng and re,$e%"&ng /$nd%.

Project *ea6

AD En"er ";e na-e o/ ";e A''(&!a"&on De(&er anager )AD* /or ";e 'roe!" e&";er "'&ng &" &n or %e(e!"&ng &" ";ro$g; ";eda"a '&!er.

+&nan!e e(e!" GIT +&nan!e )+PBA*H ";ro$g; ";e da"a '&!er. T;&% &% ";e &nd&&d$a( re%'on%&(e "o !o-'(e"e ";e IT +PBA re&e.

POC En"er ";e na-e o/ ";e POC a%%o!&a"ed &"; ";e 'roe!"J% 'or"/o(&o e&";er "'&ng &" &n or %e(e!"&ng &" ";ro$g; ";e da"a'&!er.

P#P

Oner

En"er or %e(e!" ";ro$g; ";e da"a '&!er ";e na-e o/ ";e re%o$r!e ;o &(( on ";e /$nd&ng %$-&%%&on %!reen% &n G

P(an&e.H

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Project Business Proposal PBP; Field 0escriptions


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Proe!" #$%&ne%% Pro'o%a(Basic Project ttri&utes

Proe!" Na-e Na-e ";a" &(( e a%%o!&a"ed &"; ";&% 'roe!". P(ea%e ao&d $%e o/ %'e!&a( !;ara!"er%. No"e &" &% no" re!o--ended";a" ";e 'roe!" na-e e !;anged a/"er &" ;a% re!e&ed &"% Fr%" /$nd&ng a''roa(.

#$%&ne%% Area e(e!" /ro- ";e dro'>don (&%" ;&!; 'or"/o(&o &% /$nd&ng ";&% 'roe!". T;&% &% re,$&red /or Por"/o(&o anage-en".

VP 'on%or

)#$%&ne%%*

+ro- ";e $%&ne%%9 "'e &n ";e VP ";a" &% %'on%or&ng ";&% or.

+PBA AVP T'e &n ";e #$%&ne%% +PBA )+&nan!&a( P(ann&ng B Ana(%&%* AVP.

A!!o$n"a(e

Ee!$"&e

e(e!" /ro- dro'>don (&%" ";e %en&or ee!$"&eJ% na-e.

IT De(&er VP e(e!" ";e na-e o/ ";e IT De(&er VP ;o &% re%'on%&(e /or /$nd&ng ";e 'roe!".

IT De(&er AVP e(e!" ";e na-e o/ ";e IT De(&er AVP ;o &% re%'on%&(e /or /$nd&ng ";e 'roe!".

P#P Oner En"er or %e(e!" ";ro$g; ";e da"a '&!er ";e na-e o/ ";e re%o$r!e ;o &(( on ";e /$nd&ng %$-&%%&on %!reen% &n GP(an&e.H

In C$rren" ear

CTO P(an

An%er GEH &/ ";&% 'roe!" a% 'ar" o/ ";e or&g&na( IT Proe!" P(an /or ";e !$rren" ear. O";er&%e an%er GNOH and

en%$re ";e %$-&%%&on &% %o!&a(&ed &"; ";e Ee! 'on%or "o en%$re %$''or" /or &".

Dea(er ;ared T;&% Fe(d an%er% ";e ,$e%"&on o/ ;e";er ";e 'roe!" &(( %;are !o%"% &"; ";e Dea(er%. # de/a$("9 &" %;o% GT#D.H I"&(( e !;anged "o Ge%H or GNoH ";e PO a/"er re!e&&ng !onFr-a"&on /ro- ";e Dea(er Con"ra!"% "ea- ";a" ";e

'roe!" &(( %;are !o%"%.

RBED E(&g&(e )!&en"&F! Re%ear!; B E'er&-en"a( Dee(o'-en"*A /edera( 'rogra- "o &%%$e Ta Cred&"% "o Canad&an !o-'an&e% "o en!o$rage RBD or and "o -ae Canada -ore

!o-'e"&"&e.

De!&de P;a%e &(( ;ae GT#DH.

De%&gn=De(&er P;a%e &(( ;ae Ge%H &/ ))&n>ear Lao$r : Con%$("&ng 300* and )'roe!" e'e!"% "o /a!e Te!;n&!a(

Un!er"a&n"**.

O";er&%e GNo.H

are"&ng

ro"; +$nd

T;&% /$nd doe% no" 'ro&de add&"&ona( $dge" /or IT. T;&% &% a ag "o ;e(' IT a!!o$n"&ng 'ro!e%% ";e Dea(erJ% 'or"&on o/

a 'roe!"J% !o%". I" &% oned CTRJ% C;&e/ O'era"&ng OM!er. I" &% !o((e!"ed /ro- CTR endor% /or $%e o"; Dea(er%and CTR /or ne gro"; &ne%"-en"%.

&n!e don%"rea- 'ro!e%%e% are %o d&eren"9 a 'roe!" &(( e&";er e dea(er %;ared or + or none.

Prod$!"&&"

Re(a"ed

+or /$"$re $%e. De/a$(" "o GnoH.

Vendor +$nded De!&de en"er GT#D.H

De%&gn &nd&!a"e Ge%H &/ a ";&rd 'ar" endor &% re%'on%&(e /or 'ar" or a(( o/ ";e 'roe!"J% !o%"%.

De(&er )&/ e%H* ";e %&gned Vendor Agree-en" -$%" e a""a!;ed &n Con"en". In ";e o($"&on De%!r&'"&on add Vendor

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Na-e and ;&g; (ee( $nder%"and&ng o/ agree-en" );&!; !o%"%9 $''er o$nd%9 e"!.*.

Con%$(" &"; ";e PO ;o e%" "o re're%en" agree-en" &n +&nan!&a( P(an9 e.g.9 ;o "o %;o Re!oer&e% /ro- Vendor.

Dea(er

!ore!ard )o(d

Dea(er I-'a!"*

T;&% Fe(d an%er% ";e ,$e%"&on o/ ;e";er ";e 'roe!" &(( e &n!($ded on ";e Dea(er !ore!ard a re'or" 'rod$!ed

-on";( and re&eed &"; ";e Dea(er%. # de/a$("9 &" &(( %;o GT#D.H I" &(( e !;anged "o Ge%H or GNoH ";e PO

on!e a de!&%&on ;a% een -ade ";e Dea(er Re(a"&on% "ea-.

Proe!" T'e e(e!" /ro- ";e dro'>don (&%" &/ ";e 'roe!" &% PIC9 EI or a (&/e!!(e 'roe!".

To"a( IT Proe!"

Co%"% )==L*

e(e!" /ro- ";e dro'>don (&%" &/ ";e 'roe!" &% a %-a((9 -ed&$- or (arge IT 'roe!". T;e %&e o/ ";e 'roe!" &%

de"er-&ned ;e";er ";e "o"a( !o%" /a((% &";&n a range9 a% deFned &n ";e o'"&on%.

+o$nda"&ona( Foundational re're%en"% an 'roe!" ";a" &% &-'(e-en"&ng a "e!;no(og ";a" &(( !rea"e or -a&n"a&n ";e !$rren! o/ aa%e !a'a&(&" ";a" de(&er% $%&ne%% a($e or %$''or"% o$r ongo&ng &n/ra%"r$!"$re need% and gro";. Ea-'(e "oo(%

"o a!!o-'(&%; or %$!; a% (a'"o'%9 P(an&e9 Peo'(eo/"9 e"!.

Reg$(a"or I% ";&% 'roe!" re,$&red "o en%$re ";e !or'ora"&on &% &n !o-'(&an!e &"; goern-en" (a% and reg$(a"&on%,urrent Funding s=

To"a( +$nd%

A''roed "o

Da"e

Read>on( Fe(d !a(!$(a"ed P(an&e /ro- 'r&or ga"e a''roa(%. A(a% ero on Fr%" %$-&%%&on.

C$rren" A% Re,$e%" /or ne" ga"e +$nd% re,$&red "o !o-'(e"e ";e ne" ga"e )(e%% an /$nd% re-a&n&ng /ro- 're&o$% ga"e/$nd&ng*. Con%&der &n!($d&ng add&"&ona( /$nd% "o !o-'(e"e ";e '(ann&ng /or ";e %$%e,$en" ga"e )P% %;o$(d 're'are

/or ne" ga"e=';a%e /$nd&ng &";&n ";e !$rren" ga"e=';a%e e/ore /$nd&ng r$n% o$"*.

Re,$e%" /or !$rren" ga"e )&.e.9 C;ange Re,$e%"* Add&"&ona( /$nd% "o !o-'(e"e !$rren" ga"e.

Co--en" A% En"er an !o--en"% &"; regard% "o ";e /$nd% e&ng re,$e%"ed.,urrent Gate /e5uest

C$rren" a"e # de/a$("9 &" &(( %;o ";e ga"e ";e 'roe!" a% -o%" re!en"( a''roed /$nd% or GNoneH ;en ne or &% e&ng

!rea"ed.

a"e Re,$e%"ed T;e ga"e ";e 'roe!" &(( e en"er&ng and re,$e%"&ng /$nd%.

a"e Re,$e%"ed

Co-'(e"&on Da"e

#e%" e%"&-a"e ;en ";e ne" ga"e )re,$e%"ed ga"e* &(( e !o-'(e"e. T;&% da"e &(( e $%ed &n re'or"&ng and

-on&"ored "o a%!er"a&n ;&!; 'roe!"% &(( e !o-&ng /orard a" an g&en "&-e. C;ange re,$e%"% &(( e re,$&red "o

-od&/ ";e%e da"e%.

sti6ated *i6elines

Proe!" D$ra"&on

)on";%*

En"er ";e en"&re (eng"; o/ ";e 'roe!" );o -an -on";% /ro- ";e 'roe!"J% %"ar" da"e "o 'roe!"J% !o-'(e"&on da"e*.

Proe!" "ar"

Da"e

En"er ";e e%"&-a"ed %"ar" da"e /or ";e 'roe!".

Proe!"

Co-'(e"&on Da"e

En"er ";e e%"&-a"ed da"e ";e 'roe!" &(( e !o-'(e"ed9 ;&!; &n!($de% de(&er o/ ";e 'roe!"9 an &n>ear %$%"a&n&ng

!o%"% and ad-&n&%"ra"&on or "o !(o%e ";e 'roe!". T;&% &% re,$&red +&nan!e.

Ne" Da"e ";a" ";e 'roe!" &(( &-'(e-en" &n "o 'rod$!"&on a %&gn&F!an" de(&era(e. Re/er% "o ";e a!"$a( da"e ";a" a

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I-'(e-en"a"&on 'rod$!"=%%"e-='ro!e%% &% de(&ered /or $%&ne%% $%e &n a 'rod$!"&on en&ron-en". a e $%ed A!!o$n"&ng "o


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I-'(e-en"a"&on

Da"e

' = =' ' g

!rea"e a%%e"% and eg&n ";e&r de're!&a"&on.

Business ,ase

IRRX En"er ";e GIRRX a($eH /ro- ";e !o-'(e"ed C#A.

NPV En"er ";e GNPV H /ro- ";e !o-'(e"ed C#A.

Paa! ear% En"er ";e GPaa! ear%H /ro- ";e !o-'(e"ed C#A.

C#A Pre'ared # En"er ";e na-e o/ $%&ne%% +PBA re%'on%&(e /or !rea"&ng C#A.FP Peer /eview

Co-'(e"ed # T;&% &% en"ered +&nan!e o/ ;en ";e +PBA Peer Re&e ;a% een !o-'(e"ed.Co-'(e"&on Da"e T;&% &% en"ered +&nan!e o/ ;en ";e +PBA Peer Re&e ;a% een !o-'(e"ed.

0escriptions

Ee!$"&e

$--ar

T;&% &% ";e %$--ar "e" e"ra!"ed /or ITPC=PIC re'or"% and re&eed en&or anage-en". I" &% a r&e/

de%!r&'"&on ";a" an%er% ";e /o((o&ng ,$e%"&on%

• W;a" &% ";e 'ro(e-9 ; &% &" &-'or"an" /or $% "o do &"

• W;a"J% ";e $rn&ng '(a"/or- )&/ ";ere &% one* W;a" ;a''en% &/ e donJ" do &" no

• W;a" &(( e de(&ered /or ";e !$rren" /$nd&ng a%

• Co%" readon /or ";e re,$e%"ed /$nd%.

#$%&ne%%

Pro(e-

ore de"a&(ed %"a"e-en" o/ ";e #$%&ne%% Pro(e- ";an &den"&Fed &n ";e Ee!$"&e %$--ar %e!"&on. DeFne ";e

'ro(e- no" %o($"&on.o($"&on

De%!r&'"&on

ore de"a&(ed %"a"e-en" o/ ";e 'ro'o%ed %o($"&on "o de(&er aga&n%" ";e %"a"ed 'ro(e-.

e

A%%$-'"&on%

En"er an a%%$-'"&on% ";a" are e&ng -ade ao$" ";e 'roe!".

e R&%% e $%&ne%% r&%%9 &n!($d&ng &n;eren" r&%% and no" $%" 'roe!" r&%%.

I%%$e% En"er an &%%$e% ";a" ";e 'roe!" &% /a!&ng.

Co--en"% An add&"&ona( !o--en"% ";a" &(( %$''or" ";e re,$e%" e&ng 're%en"ed ";a" -a no" e addre%%ed ";e 're&o$%%e!"&on%.

Planview v.11 User Guide_PBP [Edited v3].docx

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