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Did you know? Use OTBI to view transaction controls defined for project and task

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edited Apr 8, 2022 12:06AM in Project Management

Summary:

Sample dashboard to view transaction controls for project and task

Content:

The attached sample dashboard lists the transaction controls defined for the project and task.

Use the dashboard filters to view transaction controls by person, expenditure category, expenditure type, from date, to date, and project.

To add this dashboard to your environment:

  1. Unzip the attached file and save the catalog to a local folder
  2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects *
  3. In the folder called “Transaction Controls", open the dashboard called "Transaction Controls Dashboard"

(*) In case that the "Projects"' folder doesn't exist under "Custom" folder, please manually add it.

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