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​Susan Hallman, EPMO Program Financial Services team supervisor, and Michael Warkoczeski, EPMO financial analyst
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 Enhanced Financial Reporting Tool Provides New Functionality

DATE: Will be calculated from "Release Start Date" field.

​DEARBORN - The Enterprise Program Management Office (EPMO) is announcing the release of the enhanced Financial Reporting Tool (FRT) for 2013 for PMs in North America.  
 
This release includes new charting and reporting capabilities that make it easier to analyze program and project financials.  The FRT changes support the EPMO’s continuous improvement efforts to reduce the complexity of managing IT project financials and improve forecast accuracy.
 
The suggestions and feedback for the enhancements were gathered from the supported enterprise programs, CPM2 Financial Management training surveys, and IT PMs using the FRT.  The resulting enhancements continue to streamline and automate processing, providing increased agility, efficiency and effectiveness in managing project financial data and include:

•A new report by Release and Project that enables easier Clarity data entry 
•New charts comparing forecast and actuals month to month and cumulatively
•Menu selection of the FRT macros
•Additional data entry validation  

“The CPM2 Financial Reporting Tool, currently used by 260 PMs is based on advanced Excel checkbook processes and is scalable for use for projects to enterprise programs,” explains Susan Hallman, EPMO Program Financial Services team supervisor. 
 
Michael Warkoczeski, EPMO financial analyst, did the analysis, feasibility and development work for the current release of the tool. 
 
The EPMO Financial Management team plans to release the 2013 FRT in January and will be conducting training sessions starting in February 2013, for those PMs interested in learning and obtaining the common financial management process and tool.
 
To learn more, contact Pmfdbk@ford.com or see how to sign-up for the CPM2 Financial Management training sessions: https://dept.sp.ford.com/sites/cpmm/Pages/Default.aspx.



EPMO Financial Services team
Seated, left to right:  Karen Foy, Jeremy Kaufman, Valerie Ames, Edmund Nizio
Standing, left to right:  John Weishaupt, Cheryl Spencer, Susan Hallman, Eric Stileski, Valerie Molnar, Mike Warkoczeski

  

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1/2/2013 11:00 AM