Project detail tabs

These tabs are available on the Project Detail report:

General Information tab

Bar charts showing the percentage spent of the budget for each expense account. Clicking an account in the hierarchy updates the spending to date bar chart and the title of the bar chart. The bar chart shows the percentage for the accounts that are children of the selected account.
Section Description
Budget versus Expense A line chart is displayed showing both the expense and budget amount for the periods selected. The periods are:
  • Full Project Period
  • This Year
  • Past 60 Days
  • Past 6 Months
Note: The date used for each of these selections is the default date that is selected on the Financial Home report.
Top Categories A pie chart displaying the percentage of the total expense for the top number of expense accounts selected. The number of top expense accounts are selected by clicking the Top Categories heading.

Expense accounts are changed using the Filter Selection dialog and changing the value of the Account dimension to desired accounts.

Note: The Filter Selection dialog is accessed when you click the ellipsis icon.

The budget value are changed using the budget select.

Budget tab

Section Description
Budget versus Expense A line chart is displayed showing both the expense and budget amount for the selected periods. The periods are:
  • Full Project Period
  • This Year
  • Past 60 Days
  • Past 6 Months
Project Work The selected project’s hierarchy showing the project’s budget, spent percentage and available percentage.

To add or remove projects that have zero values, click the ellipsis icon and select Zero Suppression.

Categories tab

Section Description
Spending To Date A bar chart is displayed showing the expense percentages for the total budget.
Spending by Category Bar charts showing the percentage spent of the budget for each expense account.

Clicking an account in the hierarchy updates the spending to date bar chart and the title of the bar chart. The bar chart displays the percentage for the accounts that are children of the selected account.