This report displays the finance summary using the specified filter and output parameters. This report aggregates planed or actual finances by Group, Category, or Element for each fiscal year for all projects based on your filters. Before running this report, you must choose a Finance Template, Finance View, and a Finance Type.
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
Project Finance Spreadsheet Report
Project Detail Spreadsheet Report
Financial Savings by Business Unit
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Last Published Tuesday, October 30, 2018