Financial Portlets Set Up

The following table describes the tasks required to set up the Financial portlets:

Portlet

Task

Client Invoices Portlet

No prior setup is required.

The portlet displays the graph when there are invoices for the project to show.

Project Profitability Portlet

Enable the Required Feature – You must enable the Advanced Project Profitability feature to view the data on the portlet. For more information, see See Prerequisites for Project 360 Dashboard SuiteApp.

Profitability Report Portlet

Related Topics

General Notices