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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