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Transfer Budget from PPM to FM (Fund Management) Module

Dec 06, 2017 at 06:46 PM

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Former Member

Hi, it is possible to transfer budget from PPM Portfolio Management to PSM FM (Fund Management)? I need to use the functionality of project planning in PPM, later transfer the budget to FM Module and later transfer than from FM to PS module. I cannot get rid of FM module because it will be a public company.

Is that possible? any other idea?

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2 Answers

Tammy Powlas
Dec 06, 2017 at 09:16 PM
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I don't see how that would work; for one thing, your FM module will contain expenses that aren't projects. We keep both PS and FM budgets separately; PS contains the capital budget, FM contains both expenses and capital.

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Former Member

Thanks, that make sense. every modulo have a specific target. In my experience many people tend to use FM for any budget. I will choose your solution FM for Expense, PPM-PS for projects.

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Eli Klovski
Dec 07, 2017 at 04:11 PM
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Hi,

You can transfer CO planning (also for WBS coming from PS) to FM using derivation strategy, but not the budget from FM to PS, as the dimensions are completely different. As for integration of PPM to PSM-FM - never heard of it.

Regards,

Eli

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