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Planview Customer Success Center

Financial Dashboard (D)

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Summary: The Financial Dashboard compares budget with business unit, investment class, plan and actual budget. This dashboard also tracks all relevant financial details for active projects.

To get this Dashboard please download the attached zip file.

Details: The 3 charts on top of the Dashboard shows:

  • Budget vs Business Line
  • Budget vs Investment Class
  • Budget vs Planned/Actual Budget