Implementation Plan - Project Financials - 05 - Project Financial Analytics
05.1 - Project Financial Analytics
Step | Task Description | Help Topic | Application Form |
1 | Click the 'Projects' icon in the left navigation pane then select the current project in the 'Quick Select' section. This will then redirect and show the 'Current Project Home' page. | Form | |
2 | Click the 'New Project Analytics' link in the 'Quick Links' tab under the 'Account and Project Management Departments' section. | ||
3 | Optional: The current project will be selected automatically in the BI Filters section but additional projects and date filters can be added. | Listing | |
4 | Review BI Summary Dashboards and Detail Analytic Reports under each tab: Overview, Revenue, Cost, Vendor, Labor, Equipment, Other and Custom. | View |
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