Use the Detailed Finance tab to compare two finance views side-by-side.
To compare finances:
- 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.
- Click the Detailed Finances tab.
- Select your main view:
- For projects using the double-view template: from the View Type drop-down menu, select a view (Plan, Actual, or Forecast).
- From the Snapshot or Current drop-down menu, select if you want to view the current values or values from a snapshot.
- Click the Comparison View check box.
- Select your secondary view:
- For projects using the double-view template: from the View Type drop-down menu, select a view (Plan, Actual, or Forecast).
- From the Snapshot or Current drop-down menu, select if you want to compare the current values or values from a snapshot.
Working with Project Financial Data
Viewing Project Finance Summary
Viewing Project Finance Details
Editing Financial Data
Requesting Financial Data Validation
Validating Financial Data
Working with Finance Snapshots
Modifying Financial Locks
Working with Finance Settings