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Dashboards, formulas and reports

Build dashboards, create your own calculations and set up formula lists.

6 articles
Customize the dashboard: KPI cards and KPI listsRebuild the home screen with your own KPI cards and grouped KPI lists — and give the variables names you recognise.
How do I see which production codes have had a changed final forecast today?Create a custom formula column that shows the change in the final forecast with the period "day". Then you see where changes have happened today.
Who can create custom columns?Administrators. The columns are usually set up once for the whole organization, so regular users don't need to think about them day to day.
Custom columns with formulasCreate your own columns built as formulas from existing variables, with an optional period.
Where do I find the explanation of what a variable means?Variables with a description have an information icon. Hover over the icon, or over a column header, to see the explanation.
Can I create my own calculations, for example internal interest on liquidity?Yes. With custom columns you create formulas like in Excel, for example internal interest on liquidity to date, and show them at project and portfolio level.