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Is it possible to design financial statements by project?

  • November 25, 2022
  • 2 replies
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Hi all,

when you design a report, you need to define the data source in the column set / row set. I could only see dimensions listed below. Is there any possibility to have “project” here? We’d like to have financial reports by project. I know there are several reports under project, but is there any one of them that shows financial results of multiple projects for comparison? Thanks a lot!

 

Best answer by Laura02

Yes, it is possible to report on projects in the Financial Report Design screens.  To see Project Fields in the Data Source, select Type = PM.

 

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Laura02
Captain II
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  • Captain II
  • 3132 replies
  • Answer
  • November 25, 2022

Yes, it is possible to report on projects in the Financial Report Design screens.  To see Project Fields in the Data Source, select Type = PM.

 


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  • Author
  • Jr Varsity III
  • 43 replies
  • December 1, 2022

Thanks @laura01 changing the type to PM solves everything


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