Financial Data Tables in Requests

Requests based on appropriately configured request types can have tables of financial data. The request types can be, but are not limited to, request types for lifecycle entities (the PFM - Proposal, PFM - Project, and PFM - Asset request types).

Financial data tables are provided to allow your business to consolidate and track financial information that is related to a request and that, in the case of lifecycle entities, should not be part of the financial summary.

For example, you can use financial data tables to do the following:

  • Track indirect costs and/or benefits

  • Create multiple forecasts for a new request

  • Track a breakdown of costs by factors that are not available in a financial summary

The types of data in a request's financial data table are a subset of the types of data in a financial summary for a lifecycle entity, as described later.

PPM request types are not provided with fields for financial data tables by default. For you to create financial data tables, administrators must add fields to the request type. Administrators can configure financial data fields wherever the fields are needed in the request, for example in the Summary section or in the Details section. The fields can have any appropriate name, such as Alternative Data or Indirect Costs. For more information, see the Demand Management Configuration Guide.

Note: When configuring a financial data table field in a request, administrators should set its Validation to CST - Financial Data Table and set its Search Validation to CST - Search Financial Data on the Attributes tab.

Financial data tables use the same set of fiscal periods as financial summaries. Only fiscal periods that your administrator has generated are displayed. For information about generating fiscal periods, see the Generating Fiscal Periods document.

For information about creating a financial data table for a field that requires one, see Creating and Editing a Financial Data Table.

Figure 4-9. Example financial data table shows an example of a financial data table for a request. The user specified a financial data table name of Alternative A as the value for the field configured in the request as a financial data table. (The name of that field in the request is configured by the administrator.) In the example, no data has been entered in the table yet.

Figure 4-9. Example financial data table

The financial data tables include the buttons, fields, links, and tables described in the following sections.