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

Viewing the Project Revenue Chart

The chart view provides a graphical representation which allows end users to analyze revenue data.

To view revenue data using the Chart view

  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 for which the information will be displayed.
  4. Click the Revenues view tab.
  5. In the Revenues link bar, click the Chart link.

    Your data is displayed in graphical form. Summary values for each chart element will be displayed by the mouse-over feature.

    NOTE:  Use the By and Then drop-down lists on the Chart view to summarize your data by a variety of segments.

  6. You can change the look and information displayed on the chart by selecting different values from the Show, By, and Then drop-down lists. For more information about using the Chart view, see Fundamentals.
Siebel Professional Services Automation Guide