How Do I View Project Charts?

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Instead of looking at raw numbers, it's often more useful to present data in chart form to get a clearer picture of a project's financial state. Charts are available in EngineerOffice for you to view a project's profitability, hours worked, generated invoices, recorded time and expense, realization, and accounts payable. You can filter chart information by date, user, and other options. The available filters vary by chart.

 

To view a chart, do the following:

  1. Open a project record.
  2. Click the General tab and select Charts from the drop-down list on the General tab's button panel.
  3. Make a selection from the chart Type drop-down list.
  4. To filter the data used in the chart, select Filters from the Action drop-down list.
  5. For a hard copy of the chart, select Print from the Action drop-down list.