Page 84 - Unanet AE: Using Project Management

• Current_Period_Code: The GL that is used to determine which GL period
amounts are included in the Current columns
• Labor_Only: Determines if the amounts should include all types or just labor

Opportunity Forecast
The Opportunity Forecast Analytic dashboard displays Opportunity pipeline information
across stages, with Expected Revenue weighted by Win Probability for any Opportunity
with an Expected Close date.

Filters
Items are filterable by:

• Stages
• Owners
• Stage Size

Each filter area has an option to expand to the full window size for easier viewing.

Activity 6.1 – Review My Projects – PM View Dashboard
In this activity, you will review the My Projects – PM View Dashboard.

Activity Steps

1. Navigate to Dashboards > Analytics. The Dashboard - Analytics dashboard
displays.
2. Select the left-side expander arrow to display the list of Dashboards.
3. Select My Projects – PM View.
4. Select the Parameters button. The Dashboard Parameters window opens.
5. Select <Current Period> in the Value field for Current_Period_Code.
6. Select the Submit button.
7. Select Maine in the US Map in the PTD Profit section. The project list filters to
show only projects in Maine.
8. Select the Filter icon with the red x in the PTD Profit section to clear the state
filter.
9. Select the 20140002 Pine Bluff Marina Inspection project. The various sections
of the dashboard update for the specific project.
10. Select the Filter icon with the red x in the Project Summary section to clear the
project filter.
11. Select the Export To button for the Dashboard.
12. Select Print Preview.

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