Customization → Financials Setup

Financials Setup

You can use the Financials Setup tab to design and configure how the Financials tab will appear to users in your organization while they are working in the Projects module.

Adding a group

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

To add a group
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Financials Setup tab.
  3. Click the Groups tab.
  4. Click New.
  5. Name the new group. The system name will be generated automatically.
  6. 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.
  7. For some attributes or attribute groups, under Display Properties, you may be able to update its label and/or display unit.
  8. Click New.

Designing the layout

Design a separate view layout for each work item type for the Financials tab. You can create customized tabs for each work item type, and define the timephased attributes, attribute splits, constant attributes, and groups of attributes contained within each tab.

To design the layout
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Financials tab.
  3. On the Layout tab, from the Investment Type drop-down, select a work item type.
  4. Under Tabs, add, remove, and order tabs in the Financials tab.
  5. Under Viewable, select the dimensions that will be available for this tab in the Financials tab.
  6. 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.
  7. For some attributes or attribute groups, under Display Properties, you may be able to update its label and/or display unit.
  8. Click Save.

Editing the layout

You can modify the layout of the tabs in the Financials tab.

To edit the layout
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Financials tab.
  3. On the Layout tab, from the Investment Type drop-down, select a work item type.
  4. Under Tabs, add, remove, and order tabs in the Financials tab.
  5. Under Viewable, select the dimensions that will be available for this tab in the Financials tab.
  6. 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.
  7. For some attributes or attribute groups, under Display Properties, you may be able to update its label and/or display unit.
  8. Click Save.

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