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Guide to Finance Changes in Instantis EnterpriseTrack 16.1 and Later Releases (Doc ID 2162097.1)

Last updated on DECEMBER 03, 2019

Applies to:

Instantis EnterpriseTrack - Version 16.1.0.0 and later
Instantis EnterpriseTrack Cloud Service - Version 16.1.0.0 and later
Information in this document applies to any platform.

Purpose

This document explains the changes and enhancements made to the finances functionality starting in Instantis EnterpriseTrack Release 16.1.

Details

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In this Document
Purpose
Details
 Changes to the Administration > Finance tab
 Creating a Finance Template
 Changes to the Existing Out-of-the-Box Finance Categories and Elements
 Deletion of Unused Expense Categories
 Lock Prioritization
 Bulk Finance Snapshots 
 Snapshot Type
 Snapshot Details
 Proposal Level Finances
 Single View Proposal Finances
 Double View Proposal Finances
 Proposal Finance Settings
 Project Level Finances
 Basics Page Financials
 Finance Templates with a Yearly Timescale
 Forecast
 Summary Tab
 Rolling up Activities to Finances
 Showing Allocations on Finances
 Snapshots
 Single View Finances
 Using Excel to Import Finances
 Data Import/Export
 Field Change History For Finances
 Report and Dashboard Filters
 Reports That Use New Filter Sets
 Reports Run Directly From Projects
 Listing Page Changes
 Program Page Changes
 Strategies
 Strategy Data Source
References

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