The following domain characteristics apply to this domain.
The Financial Management domain includes detailed financial planning data under Financial Plans. The domain also includes break-ups, such as charge codes. WIP transaction data is included at the transaction level. A row is included for every transaction (at the detail level not at the summary level).
Do not mix metric types when selecting from Fields and Measures. If you select a total under the Investment Totals in the Measures area, do not also select a Transaction Measure under the WIP Transactions in the Measures area. This combination could produce unexpected results. When selecting a Measure in the Financial Management domain, select either Investment Totals or WIP Transactions, but not both simultaneously.
You cannot look at the investment-level summary financial data using the detailed financial planning metrics. In the detail level, you have a row of data for each financial plan. All the financial plans for a project are available. To view only the POR plan data, for example, use the filter. Otherwise, you get duplicated or triplicated numbers.
Data that is shown under Investment Totals (Measures area) is investment-level data. Data that is shown under Financial Plans or Fiscal Periods (Fields area) is detail-level data. Data that is shown under WIP Transactions (Fields and Measures areas) is transaction-level data. Data that is not shown under Fiscal periods is total (summary/investment level) data.
Do not mix calendar types. When you look at periodic data (for example, monthly data), do not mix calendar types when making selections. For example, use calendar period measures (Measures area) for calendar period fields (Fields area) and use fiscal period measures (Measures area) for fiscal period fields (Fields area). Also, do not mix the period types (week, calendar, fiscal). Otherwise, you get unexpected results, because the data is repeated for each period type.
Project Plans. As you include financial plans in your Ad Hoc View, you notice that there are multiple plans for each investment project. You do not only see the plan of record. You see all plans for the investment. To view only the plan of record, use a filter.
Custom Fields. If you have custom fields that are related to financial planning, these fields appear in a Custom folder in the Financial Management domain. This domain can have multiple Custom folders. For example, Team custom fields appear in the Team Custom folder.
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