Financials Tab of the Project Review Form
The values that display on the Financials tab of the Project Review form depend on system settings, project charge type, options that you select on the Options dialog box or the form itself, and the columns that you select for the grid.
The tab contents are described in separate help topics based on project charge type and on the type of data shown: cost or billing.
Depending on your settings, some values display as links. Click a link to drill down to the underlying detail for the selected value. These drill-down options are available at all levels of the project work breakdown structure (WBS).
For more information on relevant system settings, see: How Key Settings Affect Project Review.
For more information on Project Review options, see the following:
- Related Topics:
- Financials Grid and KPIs: Data and Display Options
Use the options at the top of the Financials tab to select data calculation and display options and to check the publication status of a plan. - Financials Grid and KPIs: Regular Project at Cost or Burden
Use the grid and key performance indicators on the Financials tab of the Project Review form with the Show option set to Cost or Cost/Burden to review budget, plan, and job-to-date (JTD) amounts at cost rates or at burden/cost rates for a project with the Regular charge type. You can review data for the project as a whole or for any lower level work breakdown structure element. - Financials Grid and KPIs: Regular Project at Billing
Use the grid and key performance indicators on the Financials tab of the Project Review form with the Show option set to Billing to review budget, plan, and job-to-date (JTD) amounts at billing rates for a project with the Regular charge type. You can review data for the project as a whole or for any lower level work breakdown structure element. - Financials Grid and KPIs: Promotional or Overhead Project
Use the grid and key performance indicators on the Financials tab of the Project Review form with the Show option set to Cost or Cost/Burden to review budget, plan, and job-to-date (JTD) amounts at cost rates or at burden/cost rates for a project with either the Promotional or Overhead charge type. You can review data for the project as a whole or for any lower level work breakdown structure (WBS) element.
Parent Topic: Project Review Form