As the portfolio manager I am unable to edit financials in the financial view.
Example: Unable to edit planned cost and total capital cost in the Investment Planning by period on the Financial tab of the portfolio.
This is working as designed:
Release : All Supported Releases
Component : CA PPM SAAS FINANCIAL MANAGEMENT
Areas you can edit cost in plan mode:
To edit the data in the portfolio in plan mode:
1. Create a plan for the portfolio
2. Go to the Financials tab and select the plan from the Plan drop down
3. Now you can edit values for a specific period/month and then these totals will get populated into the totals for the investment.
Edits where no plan is required to edit data: