Analyzing Project Financials With Dashboards

Predefined dashboards give you insight into overall project financials and expense and revenue metrics. You can drill in to members in dashboard charts to see the level of detail you want.

Project Dashboards

At any time during your planning process, use the dashboards in Project Summary to get an overview of your projects. There are dashboards for each enabled project type.

1. Click Project Summary .
2. Click the vertical tab for the project type:

   • Contract

   • Indirect

   • Capital

3. Click the horizontal tab for the type of dashboard you want to see:

   • Projects Overview for an overview

   • Projects Variance to see project variance measures

   • EVM (Earned Value Management) to see project schedule variances

4. Use the Point of View bar to select different dimension members to display in the form, for example to select a different project or entity.

Expense Dashboards

Review the expense dashboard to see an overall summary of project expenses and metrics in chart form.

1. Click Expenses .
2. If it's not already selected, click Overview .

3. Use the Point of View bar to select different dimension members to display in the form, for example to select a different project or entity.

Revenue Dashboards

Review the revenue dashboard to see an overall summary of project revenue and metrics in chart form.

1. Click Revenue .
2. If it's not already selected, click Overview .

3. Use the Point of View bar to select different dimension members to display in the form, for example to select a different project or entity.