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Location: View  Financial schedule
Overview:
Through this menu, it is possible to search the costs, revenues and profitability of projects, programs, portfolios and nonproject tasks (SE Time control), within a certain period. Note that information regarding costs and revenues related to the resources will only be considered if in the Configurations Project/Task Finance section the Variable option is selected. If the Fixed option is selected, the costs and revenues related to the resources will not be considered in this section. Through the field located in the upper right corner of this menu, it is possible to change the financial schedule vision to budgeted, planned, rescheduled, performed or comparative among these values.
Specific buttons:
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Click on this button to use the Analytics resource to analyze the search result.
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Click on the arrow next to this button to configure and issue the desired "planned", "rescheduled", "actual" and "comparative" financial reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and also searching for parameters that can be used in the configuration of new reports.
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Use the filters described below to locate the desired records through specific information. To use such filters, go to the Search filters panel and click on the  button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide  Views" section.
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In the Start and End fields, select the date range that must be covered by the financial schedule.
Week: Select this option for the range covered by the financial schedule to be a week.
Month: Select this option for the range covered by the financial schedule to be a month.
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Use the fields of this filter to locate the portfolio whose financial schedule you wish to search. To do that, select the desired portfolio or enter its ID # and/or name and/or select the type that classifies it.
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Project: Select the project whose financial schedule you wish to search.
ID #: Enter the ID # of the project whose financial schedule you wish to search.
Name: Enter the name of the project whose financial schedule you wish to search.
Department: Select the department to which the responsible user whose financial schedule you wish to search belongs. Use the other buttons next to the field to fill it with the logged-in user data and clear it.
Status: Expand the list and check the options that correspond to the possible status of the project whose financial schedule you wish to search. Use the other buttons next to the field to check all the options and clear the checked ones.
Revision status: Expand the list and check the statuses that correspond to the possible status of the revision of the project whose financial schedule you wish to search.
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Program: Select the program whose financial schedule you wish to search.
ID #: Enter the ID # of the program whose financial schedule you wish to search.
Name: Enter the name of the program whose financial schedule you wish to search.
Status: Expand the list and check the options that correspond to the possible status of the program whose financial schedule you wish to search. Use the other buttons next to the field to check all the options and clear the checked ones.
Revision status: Expand the list and check the statuses that correspond to the possible status of the revision of the program whose financial schedule you wish to search.
Department: Select the department which belongs to the responsible user for the program whose financial schedule you wish to search. Use the other buttons next to the field to fill it with the logged-in user data and clear it.
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After entering the required filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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