Reporting on Financial Metrics

Reporting on Financial Metrics

Reporting and monitoring the financial health of your projects is very easy in Project Pulse.

First create a report of the type “Projects with Project Financials”

On the report editor, you want to make sure you add a filter for only the current month financials.

Now you want to add the Project Name, and any other columns from the Financials object that you want to monitor. For example, Current Revenue. See below for a table of all available metrics.

Next you want to group the report by Project Name, and Summarize your other fields.

Now save your report and run it. You can use this […]

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