Setup of Unit Columns

This entry is part 16 of 37 in the series Focus Guide - BFA: Budget/Forecasting/Analysis Worksheet
  1. For each column you want displayed, make sure the location is greater than zero. Change the location number to change the order of columns.
  2. For each column, select Y if you want the column displayed in IntBU (Initial Budget), BU (Budget), PA (Project Analysis), and/or FC (Forecast) modes.
  3. Scroll up to the Order Global Settings section and set Display Units to Yes.

    Note: To hide all unit columns for a particular project, change the Display Units option to No.
  4. From the Settings ribbon, select Save Site Settings.
  5. Save the Site Settings file to your desktop then upload the file to the Template Library. (For more information, see the Templates chapter in the Manage Dashboard Focus Guide.)

 

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