Financial Review Layouts Overview

The Financial Review page allows PowerSteering users to view and edit Metric information for multiple items in a Portfolio at once. If a specific Metric Template has been attached to multiple work items, users can use the Financial Review page to review the information from a single Metric view for each listed work item in a Portfolio.

Before using the Financial Review page, users need to select both a Portfolio of work items to be displayed on the page as well as a Financial Review Layout. The Financial Review Layout determines which Metric can be seen / edited on the page as well as other aspects, such as which columns are displayed and which time periods are included.

Visit the following pages for more information on Financial Review Layouts: