Navigation:  View > Projects/Nonproject task >

Financial schedule

Top  Previous  Top  Next

Location: View arrowrgray Project/Nonproject task arrowrgray Financial schedule

 

Overview:

Through this menu, it is possible to see the costs, revenues, and profitability of nonproject and project tasks, programs and portfolios (SE Project), within a determined period. Notice that the information referring to costs and revenues related to the resources will only be considered if, in the Configurations arrowrgray Project/Task arrowrgray 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:

bi

Click on this button to analyze the result obtained from the search.

report_config

Click on the arrow located next to this button to configure and issue the desired "planned", "rescheduled", "performed" 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 it also searches for the parameters that may be used in the configuration of new reports.

 

Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1Duration
hmtoggle_arrow1Portfolio
hmtoggle_arrow1Project
hmtoggle_arrow1Program

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The system will list the results on the right side of the search screen.