Financial Module Menu Commands

Financial Menu Bar Command

Refresh Data

Save Financial Data

Submit Baseline

Save Scenario

Map Productivity Fields

Select Baseline/Scenario

BFA - BFA View sheet
PS - Portfolio Summary sheet
FP - Financial Plans sheet (visible only after Show Plan History command)
FD - Financial Detail sheet
Range - Command is available only when the selection is in the table range;
- “L” means the selection is in the (L)eft, label area of the table,
- “D” the selection is in the period (D)ata area of the table

	BFA	PS	FP	FD	Range
Select Rows	X	X		X
Select Fields				X
Select Optional Fields	X	X
Financial Forecast to Actual				X
Post Labor Actuals				X
Post Labor Forecast				X
Insert Financial Assignment				X
Edit Assignment				X	L
Delete Row(s)				X	L
Show Project Hierarchy	X	X
Project Hierarchy Levels	X	X
Summarize to Parent Projects	X	X
Show Currency				X
Show Baseline	X	X
Show Forecast	X	X
Show Actual	X	X
Show Actual-Forecast	X	X
Show Financial Plan			X		L
Show Plan History	X	X			L
Variance Calculation	X
Set Priority Filter	X	X			L
Remove Priority Filter	X	X			L
Hide Zero Rows	X	X
Exclude/Include	X	X			L
Include All Excluded	X	X
Chart BFA	X	X	X
Cumulative	X	X	X		D
Cumulative Net	X	X	X		D
Net Rev-Cost	X	X	X		D
Revenue	X	X	X		D
Total Cost	X	X	X		D
Non Labor Cost	X	X	X		D
Finance Labor	X	X	X		D
Capital	X	X	X		D
Calculated Labor		X	X		D