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:
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:
|
| 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. |