Customization → Financials Setup → Adding a group to the Financials view

Adding a group to the Financials view

The Financials tab helps display and maintain timephased allocation of costs and benefits to items.

To add a group to the Financials tab

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Financials Setup tab.
  4. Click the Groups tab.
  5. Click New New.
  6. Name the new group. The system name will be generated automatically.
  7. Under Elements in Group, select Available Attributes from the drop-down list to display a list of timephased attributes, attribute splits, and constant attributes; select Available Groups to display a list of available groups of timephased attributes, attribute splits, and constant attributes. Move the attributes or attribute groups you want to add to the group to the right column.
  8. For some attributes or attribute groups, under Display Properties, you may be able to update its label and/or display unit.
  9. Click New New.

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