1. Working with Planning Modules
  2. Working With Financials
  3. Reviewing Data from Workforce, Projects, and Capital

Reviewing Data from Workforce, Projects, and Capital

If you've integrated Financials with Workforce, Projects, or Capital, review a summary of the rolled up data.

  1. Click Analysis Analysis icon, and then click Forms Financials Forms icon.
  2. Select Financials Integration Summary, Balance Sheet Integration Summary, or Cash Flow Direct Integration Summary.
  3. From the Actions menu, select Roll Up to push data from Workforce and Capital to Financials.

  4. Review data that's been pushed from Workforce, Projects, or Capital:

    • Financials Integration Summary
      • Salary data from Workforce in the Workforce Detail column.
      • Expense and revenue from Projects in the Project Detail column.
      • Depreciation, amortization, and other expenses from Capital in the Capital Detail column.
    • Balance Sheet Integration Summary—Accounts that affect the balance sheet are pushed from Capital or Projects to Financials.
    • Cash Flow Direct Integration Summary—Accounts that affect the cash flow are pushed from Capital or Projects to Financials.