Hello community members..

Are you looking for help in how to use the new financials experience for financial planning on projects, demands or epics?

The following playlist of videos gives a great overview of the new capability helping you to get started in leveraging the new user experience.

Link to the playlist - Financial planning on work items - Next Experience - YouTube

Individual videos -

Generate labor costs - YouTube

Create non-labor cost plans - YouTube

Modify financial plan - YouTube

Add Actual costs - YouTube

Compare costs and baselines - YouTube

Generate Labor costs for Epic - YouTube

Approve Budget to Projects By Expense Type

Approve Budget to Projects By Cost Type

Approve Budget to Demands By Expense Type

Compare latest costs with Approved Budget