We wish to incorporate monthly spending plans in IM(Investment Management).
Has anybody had any success in
implementing this in conjunction with having Annual and Overall Budget
Management.
Have not tried using monthly plans in IM, but have used multiple plan
versions in PS (all IM measures in my co. are linked to
projects). PS reporting allows selection of the plan version for comparison to
budget.
Most effective use is for cumulative monthly cost plans. Also suggest that you
would want to use a unique identifier for monthly
plans vs. overall project plans in your naming/numbering conventions.
