Finance Summary Report

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

See Also

Finance Reports

Project Finance Spreadsheet Report

Project Detail Spreadsheet Report

Financial Savings by Business Unit

Finance Aggregate Reports

Finance Validation Report



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Last Published Tuesday, June 9, 2020