Drill Down to Project Data
During the planning cycle, you might need quick access to project data in order to view project characteristics, schedule activities, cost data, cash flow data, and other information. In addition, you might need to update some of this data as you are working on a scenario. For this purpose, the project names on a scenario sheet are hyperlinked to the project. If you have permissions, you can open the project's landing page from the scenario sheet and view or edit data directly in the project.
To drill down to project data
On the scenario sheet, click the hyperlinked project name. The system opens the project landing page in a new window. From this page, you can navigate to project data and view or edit it directly.
The scenario sheet remains open in a separate window so that you can easily work on both the project data and the scenario sheet at the same time.
Additional Information
If a Drill Down dashboard (Table or Grid) is set to show data from the current shell, when you create a report of your records, the report will contain all the pertinent records as hyperlinks, which can take you to the details of that record.
If a Drill Down dashboard (Table or Grid) is set to show data from sub-shells, when you create a report of your records, the report will contain all the pertinent records without any hyperlinks, which is by design.
Last Published Sunday, July 20, 2025