Viewing Project Finance Details

To view detailed project finance data:

1. Navigate to the Projects Finances page by selecting (Project #) > Go To > Finances, or clicking the Finances link on the Left Navigation bar within a particular project.
2. Click the Detailed Finances tab.
3. For projects using the double-view template: on the Main View from the View Type drop-down menu, select the view (Plan or Actual) you want to edit.
4. From the Timescale drop-down, select Yearly or Monthly.
5. From the Date Range Display Options, select your options and click Update.
   • Date Range: Select from one of the following options: All, Current Fiscal Year, Current Calendar Year, or Specified Date Range.
   • Display Options: Select either or both options: Display Fiscal (Annual) Year Totals and Display Project Finance Totals.
   • Display Fiscal Year (Annual) Totals: Displays fiscal Year totals row wise for the months shown on the detailed finance view.
   • Display Project Finance Totals: Display project finance totals row wise from the start date to the end date or the last month displayed in the date range display option selection, whichever is earlier.

See Also

Working with Project Financial Data

Viewing Project Finance Summary

Editing Financial Data

Comparing Finances

Requesting Financial Data Validation

Validating Financial Data

Working with Finance Snapshots

Modifying Financial Locks

Working with Finance Settings