Projects → Financials → Refreshing the information shown in the Financials view

Refreshing the information shown in the Financials view

You can refresh the information that is shown in the Financials tab so that the most current cost and benefit data is shown.

To refresh the information shown in the Financials view

  1. Open the Projects module.
  2. Select an item.
  3. Select the Financials tab.
  4. Select a tab in the Financials tab. Or, select All Tabs to apply your changes to all of the tabs in the view.
  5. Adjust the starting and ending dates, the time period, or the dimension.
  6. Click Apply.

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