Sharing Reports

You can share the link to a generated report with other people in your organization. You don’t need to share the project or portfolio to allow fellow project managers to view the report.

The report can only be deleted by the person who created the report.

Before You Begin

You can successfully share a report with Financial Manager users. People without the Access to Financial Manager permission can’t view the report.

Share a Report

1. Open Financial Manager and navigate to the Reports tab.

   Open

   

2. Open a report.

3. Click the link icon to copy the link to the report.

You can then paste the link and send it to your colleagues who can access Financial Manager. Those you’ve shared the report with cannot delete the report.