Use the Financial Overview

The Financial Overview module shows you various reports, including total allocations, allocations by segment or fiscal period, and allocations for buckets and sub-buckets.

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 Cost Transparency > Overviews > Financial Overview.
  2. Under Report Parameters, select the segment, the account, the fiscal period up to five previous years, and the cost model.
  3. Click elements within the report to see a list of allocation lines. To open the list in another tab, press Ctrl for Windows or press Command for Macs when you click the element.