Implementation plan – Project financials – 05 – Project financial analytics
Review project financial analytics dashboards and reports to analyze revenue, costs, and performance across projects using built in BI tools.
05.1 – Project financial analytics
| Step | Task description | Help topic | Application form |
|---|---|---|---|
| 1 | Select Projects in the left navigation pane, then select the current project in Quick Select. The system opens the Current Project Home page. |
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Form |
| 2 | Select New Project Analytics from the Quick Links tab under Accounting and Project Management Departments. |
Not available |
Not available |
| 3 | Optional: The current project is selected automatically in BI Filters, but you can add additional projects and date filters. |
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Listing |
| 4 | Review BI summary dashboards and detailed analytic reports under each tab: Overview, Revenue, Cost, Vendor, Labor, Equipment, Other, and Custom. | View |