Use the Financial dashboard

The Financial dashboard shows allocations for a segment that you select.

Before you begin

Financial management users do not have access to the cost model parameter.

Role required: financial_mgmt_admin, financial_analyst, or financial_mgmt_user


  1. Navigate to Financials > Dashboards > Financial Dashboard.
  2. Select a segment and fiscal period from the choice lists.
  3. Click elements within the report to see a list of allocation lines.
    Figure 1. The Financial dashboard