Finance Summary Report

Based on your filters, this report displays the finance summary. It displays the finance categories and based on your filters the realized or forecast finances for each fiscal year. Before running this report, you must choose a Finance Template and the Finance Type from the Filter tab.

Filter Parameters

You can filter on pull-down status, initiative, finances, project basics, project dates, organization hierarchy, project custom fields, classification fields, and alignment trees.

Output Parameters

The available report formats are: CSV, HTML, and PDF.

Sample Report

See Also

Project Reports (Summary Reports)

Project Summary By Organization

Project Summary by Alignment

Project Classification Summary Report

Project Summary Stats by Role

Closed Project Listing

Active/Closed Project Report