This module describes how to configure a financial model. The lessons in this module describes the streams that must be considered, and attributes that must be configured before building a financial model. This module must be completed to use the Investment analysis component in Focal Point®.
Learning objectives
After you complete the lessons in this module, you will know how to do these tasks:
▪ Determine the monetary and non-monetary streams of a project
▪ Configure the time grid attribute
▪ Configure the attributes to retrieve the financial metric results
Time required
This module takes approximately 30 minutes to complete.
Prerequisites
You must have Focal Point® installed and have access as a workspace administrator.
In this lesson, you learn how to determine the monetary and non-monetary parameters for the development of software application for the mobile project. These are the key computations that must be considered when configuring the financial model for any project. In this tutorial, these parameters are called streams.
In this lesson, you create and configure the time grid attribute for financial analysis. You add the monetary and non-monetary streams that you determined to the time grid attribute.
In this lesson, you create the attributes to retrieve the financial metrics. You use the alias of the time grid attribute as a prefix for the alias of each these result attributes.
In this lesson, you create an element for your project, set the start date and end date for your project. The project duration is set using the two date attributes that you had created; Project start date and Project end date.