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The Posted Transactions Review portlet at the investment level displays financial transactions for an investment by transaction date and includes quantity, cost, and currency information. Use this portlet to compare transaction currency amounts to converted currency amounts by task and resource.
Follow these steps:
The cost plans list page appears.
The cost plan details page appears.
The following fields appear on this portlet:
Displays the date of the transaction.
Displays the task name associated with the transaction. Click a task name to view the task properties.
Displays the charge code associated with the transaction (for example, Expense or Capital).
Displays the resource name associated with the transaction. Click a resource name to view the resource properties.
Displays the transaction class associated with the transaction (for example, Internal Labor or External Labor).
Displays the input type code associated with the transaction.
Displays the transaction quantity.
Displays the transaction cost.
Displays the transaction amount.
Displays the currency of the transaction cost and amount.
Displays the transaction cost in the converted currency.
Displays the transaction amount in the converted currency.
Displays the converted currency.
Displays the conversion rate used to convert the transaction cost and amount to the converted cost and amount.
The following fields are available for this portlet and you can add them through the configure option:
See the Personalizing CA Clarity User Guide for more information.
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