Financials - Dashboard

Overview

The Financials Dashboard provides a number of navigational links, summary information, helpful tips and more.  Below is an example dashboard screen with a description of the various items that may be included.

Roles

This dashboard is available to users having any of the following roles:  Administrator, P&R Administrator, Billing Manager, Billing Viewer (or their alternates), AR Poster, AR User, AR Viewer, AR Manager (Cloud customers only), AP Admin, AP Poster, AP User, AP Viewer, GL Admin, GL Poster, GL User,  GL Budget Manager,  Purchase Requestor, Purchaser, Purchase Requisition Viewer, Purchase Order Viewer, Purchase Order Assigner, Purchasing Manager, or VI User.  The sections and options that appear depend on which roles a user has.

License

This dashboard is available with any of the following Unanet licenses: Project Tracking, Project Portfolio, Project Tracking Financials and Project Portfolio Financials.

Topics covered on this help page include:

• Example Dashboard

• SubMenu Items (on the main menu)

• My Reports

• Shared Reports

• My Lists

• Dashboard Config

• How To / Tips

You may also be interested in:

• Project Accounting > Instructional Guide   (search for this topic in the Knowledge Center)

• Billing > Instructional Guide    (search for this topic in the Knowledge Center)

• Historical Transactions & Beginning Balances   (search for this topic in the Knowledge Center)

Example Dashboard

SubMenu Items

Depending on each user's roles, the following submenu items may be available under the Financials main menu item:

• Fixed Assets

• • Fixed Assets List

  • Fixed Assets Post

  • Fixed Assets Unpost

  • Fixed Assets Setup

• Purchasing

• • Approvals

  • Purchase Requisition

  • Purchase Order

  • Purchase Order Assignments

  • Alerts

• Accounts Payable

• • Vendor Invoices

  • Vendor Payments

  • Bulk Vendor Payment Creation

  • Create Vendor Invoice from Expense Reports

  • Create Vendor Invoice from Matched Transactions

  • Check Print History

• Accounts Receivable

• • Approvals (available to Cloud customers with AR Manager roles only)

  • Customer Payments

  • Deposits

• Invoicing & Posting

• • Add Invoices

  • Billing & Revenue Post

  • Billing & Revenue Unpost  

  • Expense Report Cost Post  

  • Expense Report Cost Unpost  

  • Import Invoice

  • Labor Cost Post

  • Labor Cost Unpost

  • Pay in Lieu of Benefits Post

  • Pay in Lieu of Benefits Unpost

  • List Invoices

• General Ledger

• • Bank Reconciliation

  • Budgets

  • Cost Pool Calculation

  • Cost Pool Calculation List

  • Fiscal Period Close

  • Journal Entries

My Reports

If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria.  Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).   

Check out Saving Report Criteria and Adhoc Reporting for more information regarding those topics.

Shared Reports

Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.  

Administrators can check out Sharing Reports for more information.

My Lists

Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of projects, and even Project Notes selection criteria).  

Dashboard  

How To / Tips

This section of the dashboard will contain links to additional instructions.   The tips displayed will vary depending on the user's role.  

Administrators can control which links and sections appear on the dashboards.