Siebel Professional Services Automation Guide > Project Financials > End-User Procedures for Project Financials >

Viewing Financial Profile Information

To gain an overall perspective of a project's financial information, status, and progress, end users can go to the Financial Profile view.

To view financial profile information

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record with which the financial profile data will be viewed.
  4. Click the Financial Profile view tab.

    The Financial Profile form displays financial information related to the selected project record.

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