Modify Sectors Utilities>Financial Statement Designer

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Overview

 

All line types except for Text can have sector filters. Sector filters are used to weight a financial statement (revenue and expense) by Market Sectors.

 

When projects are set up, they can be assigned to market sectors, each at a certain percentage totaling 100%. For instance, a project can be assigned 70% to Government and 30% to Commercial.

 

By using a sector filter, figures in the financial statement are multiplied by the percentage on the project.

 

One or more market sectors can be included in the filter.