This section contains the following topics:
About Financial Management Portlets
Posted Transaction Review Portlet
Posted Transaction Review Portlet [Investment Level]
The financial management portlets display information about the total costs posted through transactions associated with investments.
The Posted Transaction Review Portlet is available at the individual investment level and also across all investments. To display data on this portlet, verify investment and resource financial properties are completed and transactions are posted for the investments.
For more information, see the Financial Management User Guide.
The Posted Transaction Review portlet displays financial transactions across investments 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 by resource.
For more information, see the Financial Management User Guide.
To access this portlet, open Home, and from Financial Management, click Posted Transaction Review.
Important! This portlet references financial transaction data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of transactional data are displayed. If you do not do this, then you may experience performance issues.
The following fields appear on this portlet:
Displays the date of the transaction.
Displays the investment name associated with the transaction. Click an investment name to view the investment properties.
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.
Displays the cost type associated with the transaction.
Values: Capital, Operating
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:
For more information, see the Basics User Guide.
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.
Important! This portlet references financial transaction data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of transactional data are displayed. If you do not do this, then you may experience performance issues.
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.
Displays the cost type associated with the transaction.
Values: Capital, Operating
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:
For more information, see the Basics User Guide.
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