Projects (Finances)

Project Finances by Org

• Project Finances by Organization
• The chart displays the total for selected financial categories on Y-Axis for projects that qualify the filter criteria and Organization on X-Axis. 
• User can click on a bar to drill down to the list of projects that contribute to the bar.
• The chart can be displayed on different levels of the defined organization structure by the filter selection.

Yes

Project Listing Report

Project Finances by Period

• Project Finances by Period
• The chart displays the realized vs. forecast finances on Y-Axis for projects that qualify the filter criteria and reporting period on X-Axis.
• Current quarter figures are as of the current date.
• Current year is displayed as YYYYYTD e.g. 2009YTD. YTD means Year to Date.
• Prior quarter and year end figures are as of the last day of the period.
• User can click on a bar to drill down to the list of projects that contribute to the bar.
• The Forecast is the total finances that are current for all projects in the system.
• The Realized (Actual) is the total finances that are locked for all projects in the system.

No

N/A

% of Projects with Finances by Period

• % of Projects with Finances by Period
• The chart displays the percent of projects with financial benefits on Y-Axis for projects that qualify the filter criteria and reporting period on X-Axis.
• If more than one financial category is selected, then the percent of projects with benefits is calculated base on the sum of the selected financial categories.
• If a project contributes to more than one year, the project’s financial impact will be attributed to the corresponding reporting period.
• Current quarter figures are as of the current date.
• Current year is displayed as YYYYYTD e.g. 2009YTD.  YTD means Year to Date.
• Prior quarter and year end figures are as of the last day of the period.
• User can click on a bar to drill down to the project types and then to the list of projects that contribute to the bar.

No

N/A

Finance Line Chart by Period

• Finance Line Chart by Period
• The chart displays Net Finances on Y-Axis for projects that qualify the filter criteria and reporting period on X-Axis.
• User can click on a bar to drill down to the list of projects that contribute to the bar.

Yes

Project Listing Report

Priority by Finances

• Priority by Finances
• The chart displays the Risk or Priority on Y-Axis for the projects that qualify the filter criteria and Finances on X-Axis.
• User can click on a bubble to drill down to the individual projects.

Yes

Project Basics page

Project Finances by Alignment

• Project Finances by Alignment
• The chart displays the sum of finances of projects that qualify the filter criteria on Y-Axis and immediate children of selected Alignment node on X-Axis.
• This chart only works when the system has an Alignment (Strategy) configured.
• Projects that are aligned to multiple alignments will be counted in multiple alignments using specified percent allocation.
• User can click on a bar to drill down to the list of projects that contribute to the bar.

Yes

Project Listing Report

Project Finances by Classification

• Project Finances by Classification
• The chart displays the sum of finances of projects that qualify the filter criteria on Y-Axis and selected classification field on X-Axis.
• Projects that are aligned to multiple classification fields will be counted in multiple classifications.
• User can click on a bar to drill down to the list of projects that contribute to the bar.

Yes

Project Listing Report

Project Finances by Phase

• Project Finances by Phase
• The chart displays the sum of finances of projects that qualify the filter criteria on Y-Axis and Phases X-Axis.
• If one Roadmap is selected in the filter, then the Phases are displayed the order specified in the Roadmap.
• If multiple Roadmaps are selected in the filter, then the Phases are displayed alphabetically.
• User can click on a bar to drill down to the list of projects that contribute to the bar.

Yes

Project Listing Report

Project Finances by Custom Fields

• Project Finances  by Custom Fields
• The chart displays the sum of finances for projects that qualify the filter criteria on the Y-axis, and the selected custom field on the X-axis. The custom fields are set by your Administrator and can be modified by clicking the Edit Filters button.
• Click on a bar to drill down to the list of projects.

Yes

Project Listing Report