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Financial Projections Toolbar

The Financial Projections Toolbar is displayed at the top on the Projections and Analysis window and includes the following options.

Item	Description
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 button will be disabled.
Scenario: Win \| Lose \| Reset	Scenarios allow opportunity probabilities to be overridden temporarily in order to allow what-if scenarios. 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 original value based on the probability assigned to the specific project.
Export	Exports the current data grid to a Microsoft Excel format. The file is formatted in a manner similar to the current display with groupings, colors, and other formats including the current scenario calculations and color coding. Note: Technical limitations prevent detailed assignments in the Staffing Projection from exporting cleanly. 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. Note: The Currency drop-down list is only displayed if you are using multi-currency.
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, PICPICs (persons in charge), 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.