Add and Manage Financial Indicators

Through the Project Configuration page, the user is capable of managing the Financial Indicators of a Project. The selected Financial Indicators will be visible while editing the Project's Financial Plan. Also, they can be added to the Project's Snapshot panel on the Project home screen.

Example: Paul has configured his Project to include the "Budget to Date (BTD)" and "Current Year Funding" Financial Indicators:

Whenever user's edit the Project's Financial Plan, they will see these indicators on the right-hand panel:

Also, they will be able to add the selected indicators to the Project's Snapshot panel through the Project Snapshot Configuration button ():

To add Financial Indicators:

  1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
  2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

  1. On the Project Configuration page, under Financial Indicator, click the arrow next to Add. A drop-down menu is displayed.

Financial Indicators Menu

  1. From the displayed menu, click Add Existing. A list of existing financial indicators is displayed.

Financial Indicators List

  1. Select the check boxes next to the required financial indicators and click Ok. The selected financial indicators are displayed in the Financial Indicator panel.

Financial Indicators Added

  1. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.

 

To delete a project financial indicator

  1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
  2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

  1. Under Financial Indicator, click the Delete icon to delete the indicator required.

  1. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.

 

To reorder financial indicators

  1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
  2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

  1. On the Project Configuration page, under Financial Indicator, drag and drop the indicator in the required place using the Drag & Drop icon .

Tip: You may also use the move up and move down arrows to reorganize the Financial Indicators list.

  1. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.