How do I add a new Financial Review layout?

The Financial Review gives you the ability to view metrics for one or more items in a portfolio. This article describes how to add a new Financial Review layout.

1. Click Financial Review

Click Financial Review
  1. On the Icon Bar, click the Admin button, then click Layouts to expand the menu.
  2. Click Financial Review.

2. Click Add New

  • Click Add New.

3. Enter Financial Review Information

Name: A unique name for the Financial Review layout.

Default Layout: If selected, the layout will be the initial layout that is seen when a user views Financial Reviews. Users will still have the option to choose a different Financial Review layout if they are available.

Description: A brief description of the Financial Review layout (optional).

Notify portfolio owners about this layout: If selected, a notification will be sent to all portfolio owners informing them that a new Financial Review layout has been created.

Administrators: Search for and select users or groups that will have permissions to edit the Financial Review layout (optional). Only users or groups with the Financial Review Layout Administration permission can be selected for this field. See How do I set up sub-administration permissions? and How do I assign a user as a sub-administrator? for more information about sub-administration.

4. Enter Metric Template Information

  1. Enter additional Financial Review layout information.
  2. Click Save Changes.

Metric: Specifies which metric template will be used to organize and calculate metric data from the selected projects.

Views: Specifies which metric view to use. Note: You will only see this option if the metric template selected has been configured with views.

Ready for Rollup: Specifies whether or not the layout will include data that is Ready for Rollup.

  • All: The layout will include all metric data.
  • Yes: The layout will only include metric data that has Ready for Rollup option selected.
  • No: The layout will only include metric data that does not have the Ready for Rollup option selected.

Metric Lock: Specifies whether or not the layout will include data that is locked.

  • All: The layout will include all metric data.
  • Yes: The layout will only include metric data that has been locked.
  • No: The layout will only include metric data that has not been locked.

Totals: Specifies whether or not and how subtotals are generated.

  • Quarterly: Columns in the Financial Review will display totals for each quarter.
  • Yearly: Columns in the Financial Review will display totals for each year.
  • Project Total: A column in the Financial Review will display totals for the project.
  • Display Total: A column in the Financial Review will display totals for the current view.

Track Period: Sets the period of time that the layout covers.

Periods: Specifies how the Track Period is divided: monthly, quarterly, or yearly. Each period will display as a column on the layout.

Line Items: Specifies which line items from the metric template are displayed.

  • All lines with data: The layout will display all line items that have a non-zero value.
  • Specific lines: When this option is selected, a complete list of the line items available from the selected metric template is displayed. Select or deselect check boxes next to line items to include or exclude them in the layout. Line items available vary depending on which metric template was selected.

5. View Financial Review Layouts

  • View newly created Financial Review layout.

0 Comments

Add your comment

E-Mail me when someone replies to this comment