You can generate a finances group aggregate report by using the filter and output options. It displays:
- New financial columns that sum up the Group1-5 and Total values over a chosen date range and chosen from actual, plan, before/after lock based on the filter settings.
- 1 project per row.
- Aggregates and does not show monthly details.
Filter Parameters
You can pull down status, initiative, project basics, project organization hierarchy, project dates, project classification fields, project custom fields, programs, finances, and finance aggregate definition.
For more information on filtering, see topic Using Finance Aggregate Report Filters.
Output Parameters
You can select the report format, choose to break down finance details by organization, and select the output columns to display. The output is in CSV format.
Sample Report
See Also
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Last Published Tuesday, June 21, 2016