Financial Module Menu Commands
Financial Menu Bar Command
Refresh Data |
Save Financial Data |
Submit Baseline |
Save Scenario |
Map Productivity Fields |
Select Baseline/Scenario |
Right Click Menu Commands
- 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 |
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Select Rows |
X |
X |
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X |
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Select Fields |
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X |
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Select Optional Fields |
X |
X |
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Financial Forecast to Actual |
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X |
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Post Labor Actuals |
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X |
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Post Labor Forecast |
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X |
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Insert Financial Assignment |
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X |
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Edit Assignment |
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X |
L |
Delete Row(s) |
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X |
L |
Show Project Hierarchy |
X |
X |
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Project Hierarchy Levels |
X |
X |
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Summarize to Parent Projects |
X |
X |
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Show Currency |
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X |
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Show Baseline |
X |
X |
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Show Forecast |
X |
X |
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Show Actual |
X |
X |
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Show Actual-Forecast |
X |
X |
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Show Financial Plan |
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X |
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L |
Show Plan History |
X |
X |
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L |
Variance Calculation |
X |
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Set Priority Filter |
X |
X |
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L |
Remove Priority Filter |
X |
X |
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L |
Hide Zero Rows |
X |
X |
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Exclude/Include |
X |
X |
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L |
Include All Excluded |
X |
X |
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Chart BFA |
X |
X |
X |
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Cumulative |
X |
X |
X |
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D |
Cumulative Net |
X |
X |
X |
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D |
Net Rev-Cost |
X |
X |
X |
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D |
Revenue |
X |
X |
X |
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D |
Total Cost |
X |
X |
X |
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D |
Non Labor Cost |
X |
X |
X |
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D |
Finance Labor |
X |
X |
X |
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D |
Capital |
X |
X |
X |
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D |
Calculated Labor |
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X |
X |
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D |