Open Google Slides of this Presentation View Recording of this Presentation Follow the Money Do you have questions about the financial data that appears in your projects: Where is
Open Google Slides of this Presentation View Recording of this Presentation Follow the Money Do you have questions about the financial data that appears in your projects: Where is
The Executive Dashboard includes only one part: Executive Project Summary. The following capabilities govern the Executive Dashboard. Note: these capabilities are required to be on a global role. PAGE |
You can open a Project Dashboard from various locations: From anywhere: Click the + tab then either type or look up a project by ID or name. From Home Dashboard:
Overview: The ExecutiveDashboard rules define computations for the Executive Dashboard grid. These are advanced rules. Computed fields might be used to display a value in a column, or the value
Question: How can I reset the default value for the Actual Expense > field in the Executive Project Summary filter? Answer: 0 is the default value that ships with sfPMS.
Question: Where do the numbers on the Executive Summary come from? Answer: The numbers on the Executive Summary on the Executive Dashboard are a combination of data gathered from the tables
Question: Where do the values on the Executive Dashboard come from? Answer: The values are a combination of amounts gathered from the Microsoft Dynamics SL tables, the Spitfire tables and
Summary: Fields Available as input to Executive Dashboard calculations: rv_eac_amt Revenue current budget amount rv_bud_amt Revenue original budget amount rv_act_amt Revenue actual amount rv_com_amt Revenue committed amount rv_fac_amt Revenue FAC