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Use Project Management Allocation reports

Use Project Management Allocation reports

Project and portfolio forms display a pie chart report that shows the expenses allocated to that project or portfolio shown by the bucket the expense belonged to.

Before you begin

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

Role required: cost_transparency_admin, cost_transparency_analyst

Procedure

  1. Navigate to Project > Projects > All.
  2. Click the name of a project or portfolio you want to view.
  3. Right-click the form header and then select View > Finance. The graph appears at the bottom of the form. If it does not appear, configure the form to add it.

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