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Why my Dashboard and Reports data are different than Revenue/Expenses Input?
After you input have input Revenue or Expenses data, make sure you run the calculation task to update the Report Models. This task can be found on the dashboard's warning or the Admin menu. If you are not the Project Admin, please advise your Project ...
Deploying Custom Dashboard
This video illustrates how the admin deploys the custom dashboard to standard users
What is the difference between Budget project and Forecast project?
There are 2 processes in Rapidstart Forecast project, which are the Budget project and the Forecast Project. Both are using the same data input process, however, there are several differences for both project. The differences are: 1. Project Name and ...
Imbalance Checking
If you see an 'Imbalance data' warning, it indicates that there is an imbalance in the balance sheet. The cause of the imbalance could come from a variety of causes, so the first objective is to try and determine what could be causing the problem. If ...