To view detailed project finance data:
- 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.
- 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.
- From the Timescale drop-down, select Yearly or Monthly.
- 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.