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PD Ware Inc. Production

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

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

 

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