Issue/Symptom/Question

Workbench Panel PM: Financial Chart

Applies To

Workbench Panel PM: Financial Chart

Resolution/Fix/Answer

Provides a chart of various job gross margin values and percentages including Billed, Action, Current Contract, Approved Changes, Original Contract, Indicated Outcome, and Projected Variance.

Panel Parameters:

Chart Type - Choose One: Bar, Line or Area
Dimension - Choose One: Legal Entity OU, Balance Sheet OU, Job OU, Job, Job Type, Customer, Project Manager, Project Controller
Primary Fact: - Choose One: Gross Margin - Actual, Gross Margin - Approved Changes, Gross Margin - Billed, Gross Margin - Current, Gross Margin - Original, Gross Margin % - Actual, Gross Margin % - Approved Changes, Gross Margin % - Billed, Gross Margin % - Current, Gross Margin % - Original, Indicated Outcome, Indicated Outcome %, Project Variance
Secondary Fact - Choose One: Gross Margin - Actual, Gross Margin - Approved Changes, Gross Margin - Billed, Gross Margin - Current, Gross Margin - Original, Gross Margin % - Actual, Gross Margin % - Approved Changes, Gross Margin % - Billed, Gross Margin % - Current, Gross Margin % - Original, Indicated Outcome, Indicated Outcome %, Project Variance
Top X Items: Enter a value for the X axis
Project Manager - Choose: All, Logged In User or select a specific Project Manager
Project Controller - Choose: All, Logged In User or select a specific Project Controller
Other Parameters: Legal Entity OU, Balance Sheet OU, OU, Customer, Parent Job, Job, Job Status, Job Type, Service Line, Product Line, Calculate Forecasts if One Posted checkbox

Chart Results: