Using the Project detail report

  1. Sign in to Infor EPM Platform Dashboard.
  2. Select FSM Reports > CloudSuite Financials > Financial Reports > Project Reports > Project Summary.
  3. Click the right-facing arrow to view the Project Details.
  4. The Work Email and Work Phone attributes are defined by adding them to the Employee list.
    1. From the Project Administrator page, select the HCM Menu option to see the Employee list.
    2. Select Options > Personalize.
  5. Use the Add Field button to add the UseForWorkEmail and the UserForWorkPhone fields to the Employee list.
    1. Click an Employee record and add the Contact information for Work Email and Work Phone.
  6. The details are presented in three tabs: General Information, Budget and Categories.