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This course will focus on the financial setup and processing in Clarity. We'll discuss topics such as financial entities, fiscal periods, financial attributes, and how they all tie back to a labor rate matrix. These components are crucial for calculating labor costs within Clarity and enabling project managers to make financially sound decisions. -
The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. -
The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code – Grid portlet displays yearly charge code financial information across all projects. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. -
The Financial Summary by Charge Code – Grid portlet displays yearly charge code financial information across all projects. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code – Grid portlet displays yearly charge code financial information across all projects. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. -
The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.
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The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Cost Type - Graph provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Cost Type - Graph Stacked provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Graph Stacked provides a visual stacked graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Cost Type - Grid is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Cost Type - Grid is very beneficial as it provides actual numbers for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:- OBS
- Portfolio
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:
- OBS
- Portfolio
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The Financial Summary by Transaction Class - Graph provides a visual graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments. -
The Financial Summary by Transaction Class - Graph provides a visual graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Transaction Class - Graph provides a visual graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
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The Financial Summary by Transaction Class provides a visual graph for each year’s financial picture for multiple years. Report contains the following items: KPIs: Displays total benefit, capital, expense and net cash flow for the selected filter criteria Grid: Displays year wise break up of benefit, capital, expense and net cash flow for the selected filter criteria Graph: Benefit, capital, expense and net cash flow are depicted in graphical way for multiple years. This report will show the user where they need to concentrate their efforts in order to meet financial commitments. User can further narrow their search by OBS Type & Path. -
Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2
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