Financial Projections: Toolbar

The Financial Projections Toolbar includes a number of options as described below.

Refresh

Reloads the currently displayed data grid.

Send a Note

Generates an email using the currently selected data as a basis for the subject line and message body. For more information, refer to Send a Note.

When email notifications are disabled in the Project Analyzer Configuration Manager, this command button will be disabled

Scenario: Win | Lose | Reset

Scenarios allow opportunity probabilities to be overridden temporarily in order to allow what-if scenarios to be tested. Scenarios can be applied to grouped rows as well as individual rows. The following options are available:

Win

Sets the calculated distribution based on 100% probability.

Lose

Sets the calculated distribution based on 0% probability.

Reset

Resets the calculated distribution to its default value based on the probability assigned to the specific project.

Export

Exports the current data grid to a Microsoft Excel format.

The file will be formatted in a manner similar to the current display with groupings, colors, and other formats including the current scenario calculations and color coding.

Exporting a chart tab generates an image file that can be exported to the following formats: .JPG, .BMP, .TIF, .PNG, .GIF.

Font Size

The menu can be used to select the size of the text that is shown in the data grid and tabs.

Display Currency

Sets the currency type displayed in financial projection data grids and charts. The following options are available:

The Currency drop-down list is only available for multi-currency databases.

My Projects Only

When selected, this option restricts the financial projection calculations to only include those projects for which the current user is identified as the PM, PIC, or the Supervisor in the financial system.

If the user only has access to their own projects, this option is disabled and only the user's projects are displayed. User project access is set in the Security tab of System Configuration.

Office

This option filters the financial projection calculations to only include projects for a particular office. In single office environments this tool is not available.

Default value is set to the user’s office or All Offices if the user's office information is unavailable.

Close

Closes the Projections and Analysis dialog box.

To access this toolbar

Click Projections in the Reporting section of Project Analyzer's ribbon bar Home tab.