Financial Summary by Charge Code - Grid - Postgres


The Financial Summary by Charge Code – Grid portlet displays yearly charge code financial information across all projects. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results.

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Submission Date Jan 1, 2020 5:31 pm
Submitter Rego
Content Type Portlet
Database Architecture Postgres
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Supported Versions v15.7+
Special Instructions This portlet assumes the Clarity instance has charge codes setup for Capital and Expense. It requires the charge code IDs to match exactly "Capital" and "Expense". To verify the charge code IDs for the Clarity instance that this portlet will be installed on, navigate to Administration > Project Management > Charge Codes. If the IDs of the Capital and Expense charge codes are not “Capital” and “Expense” the query must be modified. Change the ‘Capital’ and ‘Expense’ values on lines 414 and 415 of the XML XOG file to match the IDs found in the destination Clarity instance.
Company Rego Consulting