Changing scenarios

Use this procedure to change scenarios:

  1. Sign in to Infor EPM Platform Dashboard.
  2. Select FSM Reports > CloudSuite Financials > Financial Reports > Project Reports > Project Analysis.
  3. To change the scenario, right-click either of the columns that have the triangle image.
  4. Select the scenario.
  5. To set the column to show the project description or the project display name, right-click the Project column.
  6. You can view more information on these columns
    • Previous Periods: The previous periods column display a line chart of the past 12 actual values based on the start period selected. Clicking the line chart opens a new Project Period values window.
    • Project Period Values: The actual, budget, variance and variance percentage for the number of periods selected will display. You can change the variance chart to display either the percent or the value. Change the number of periods displayed. For example, 1 - 12.
    • Project Attributes: Clicking any of the projects displays a menu option to show the project’s attributes. The project attribute report will display attributes for the selected project. (Project, Person Responsible, Phone, Email, Active, Billable, Contract, Project Date Range).
    Note: Report was rewritten into a new template. In BI FSM, Dashboards > GL Financial Reporting > Financial Reporting Home.

    See New Financial EPM Platform reports.