PPM 15.4 Financial Management 200

•   Describe financial management
•   Sequence the setup of financial data

•   Define the financial OBS
•   Define entities
•   Define locations
•   Define departments
•   Review financial defaults
•   Define General Ledger accounts

•   Define classifications and vendors
•   Define system and entity defaults

•   Create codes
•   Create a Cost/Rate matrix

•   Define financial properties of companies
•   Define financial properties of resources and roles
•   Define financial properties of projects and NPIOs
•   Define a financial plan

•   Post timesheets
•   Create transaction entries

  Run the Post Transactions to Financial job

•   Post transactions to WIP
•   Import financial actuals
•   Create WIP adjustments

•   Describe chargebacks
•   Set up chargeback rules

•   Describe Service Management
•   Create service offerings
•   Build service hierarchies
•   Set up service subscriptions

•   Process chargebacks
•   View department invoices for approval

ValueOps is a strategy for IT operations that offers a holistic set of frameworks, methodologies, and philosophies to enable I&O leaders to implement the appropriate operations processes based upon the needs of the business by leveraging Gartner's Pace-Layered Application Strategy.

Value Stream Management is a management technique or practice that focuses on increasing the flow of business value from customer request to customer delivery.

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