Portfolio financials

Available only in the Cost and Benefit tabs.

Deletes a cost or benefit line.

Available only in the Cost and Benefit tabs.

Undoes an editing action.

Available only in the Cost and Benefit tabs.

Redoes an editing action.

Time range.

Filters data of a specific time range.

Period type.

Specifies how time is divided.

Available only in the Cost and Benefit tabs.

To change the period type, click the slider and select the preferred period type: year, quarter, or month.

Available only in the Cost and Benefit tabs.

Select to show forecasts only, actuals only, or both forecasts and actuals.

Choose columns

Select the columns you want to display. Drag the columns to change their position.

Time period column width

Adjusts the width of the time period columns.

Groups the data displayed in the tab.

To group the data:

1. Click the Group button.

2. In the Group By window, click Add Group Field, and select a field to group by. Select up to three fields to group and sub-group by.

3. Click OK.

Filters the data displayed in the tab.

To filter the data:

1. Click to show the filter pane.

2. Click Add Filter.

3. Select a field, and define filter condition based on values of that field.

Shows the currency and the numeric display of the cost, benefit, and budget values.

For details, see Configure numeric display.

Financials audit trail.

Available only in the Cost and Benefit tabs.

Click the Audit Trail button to view the modifications in portfolio financials.

For details, see Events recorded in audit trail.