The following are the known issues in the Financial Summary (Beta) feature.
July 2020 release
When using “task scheduled hours” for a data feed, the role billing rate is being used instead of the resource rate (revenue or cash inflow).
In Organization/Finances/Financial Summary Components/General, changing the Display Name of a data stream does not propagate to the corresponding labels in the New Field modal.
- The Indent/Outdent feature is not working (does not activate when a field is selected).
- The Expand/All Collapse All feature is not working.
Key Capabilities Still to be Added
The following are capabilities still to be added to the Financial Summary feature.
- Ability to copy with a project template
- PMI Metrics (EAC, ETC, NPV, ROI, and PMI)
- Ability to create baselines
- Ability to configure budget as a lump sum amount or single total column