Comparing Finances

Use the Detailed Finance tab to compare two finance views side-by-side.

To compare finances:

  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. 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.
  4. Click the Comparison View check box.
  5. 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.

See Also

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



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Last Published Tuesday, June 9, 2020