Financial Application

Table of contents

1. Overview
2. Toolbar
   1. Left Controls
   2. Right Controls
3. Views
4. Adding a Financial Transaction
   1. Step 1 — Open the Product Breakdown view
   2. Step 2 — Select the node to attach the transaction to
   3. Step 3 — Click “Add Transaction”
   4. Step 4 — Fill in the form
   5. Step 5 — Save
5. Currency Conversion
6. Quick Filters Panel
7. Customising Colours
8. Permissions Summary

Overview

The Financial application provides access to the programmatic and financial data of Earth Observation missions and projects. It is accessible from the Finance menu item in the top navigation bar.

Access to the Financial application requires the AccessProgrammaticData permission. This is a restricted permission not granted to standard read-only users.

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Toolbar

The toolbar at the top of the page contains two groups of controls:

Left Controls

Control	Description
Subject dropdown	Selects the mission or project programme to display financial data for.
View toggle	Switches between the available financial views (see Views below).

Right Controls

Control	Description
Filter badges	Active advanced filters are shown as removable chips.
Export As…	Exports the current view to the supported format. The split-button remembers the last format used. Disabled when no export option is available for the current view.
Colors	(Where available) Opens the Colors dialog to customise colour mapping. Only shown in views that support colour coding.
Add filter	Opens the Filter Panel to build advanced filters (property, operator, value) combined with AND / OR.
Select conversion year	Dropdown to select an Economic Condition (conversion year) for currency normalisation. Leave empty to use nominal values.

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Views

The view toggle bar provides up to six different views of the financial data. Select a subject first — the toggle bar is always visible but some views may show no data if the subject has no financial entries.

View	Icon	Description
Product Breakdown	flowchart	A tree structure showing the mission’s cost broken down by product / sub-system hierarchy. A detail pane on the right shows the selected node’s financial figures.
Bar Charts	notes	Stacked or grouped bar charts comparing financial values across phases or sub-systems.
Spending Matrix	view_quilt	A matrix (grid) view showing spending across multiple dimensions (e.g., phase × category).
Cashflow	insights	A time-series line or area chart showing cumulative and annual cashflow over the mission lifetime.
Flow Diagram	account_tree	A Sankey-style flow diagram tracing the financial flow between parties / phases.
Pie Charts	pie_chart	Pie charts breaking down costs by category, phase, or contractor.

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Adding a Financial Transaction

Financial transactions are the individual cost/income records attached to any element in the mission hierarchy (Space Program, Mission, Segment, System, Element…). The process below adds a transaction via the Product Breakdown view.

Step 1 — Open the Product Breakdown view

1. Navigate to the Financial page.
2. Select a Subject (a mission or programme) from the subject dropdown.
3. In the view toggle bar, click Product Breakdown (flowchart icon).

The left pane displays the cost hierarchy tree. The right pane shows detail for the selected node.

Step 2 — Select the node to attach the transaction to

Click on any node in the left-side tree — Mission, Segment, System, Element, or Sub-System. The right pane updates to show that item’s current financial transactions in a grid.

Step 3 — Click “Add Transaction”

In the right pane, click the Add Transaction button (shown above the transactions grid).

The Edit Financial Transaction side panel opens.

Step 4 — Fill in the form

Field	Required	Description
Name	Yes	Full name of the transaction (e.g., “Phase B Development Contract”).
Short Name	Yes	Abbreviated name.
Definition	Yes	Free-text description of what the transaction represents.
Planned Value	No	The budgeted/expected value as a string (e.g., 1000000). No currency symbol needed here — set the currency below.
Actual Value	No	The actual realised value. Leave empty while still forecasted.
Planned Date	No	The originally planned date for this transaction.
Forecast Date	Yes	The current best estimate of when the transaction occurs.
Actual Date	No	The date on which the transaction was realised.
Transaction Type	Yes	Cash In (income) or Cash Out (expenditure).
Transaction Status	Yes	Planned or Actual.
Country	No	Country of origin of the transaction (selected from a flag dropdown).
Currency	No	Currency unit (e.g., EUR, USD) for the recorded values. Managed in Administration → Currencies.
Reference Economic Condition	No	Links the transaction to a specific economic reference year, allowing normalised comparison. See Economic Conditions.
Related Things	No	Optional links to other model elements that this transaction relates to.
Data Source	No	Reference source (document, URL, contract number) for this transaction.

Step 5 — Save

Click Save to record the transaction. It appears in the transactions grid of the selected node, colour-coded:

• Green — Cash In transactions
• Red — Cash Out transactions

The columns in the transactions grid are: Name, Type, Planned Value, Actual Value, Status, Date (Forecasted).

To edit an existing transaction, click on its row in the grid. To delete, use the delete action on the row.

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Currency Conversion

The Select conversion year dropdown (top right) lets you apply an Economic Condition to normalise all financial figures to a common reference year. This allows meaningful comparisons between missions whose costs were recorded in different years with different inflation factors.

• Select a conversion year to display adjusted (real) values.
• Leave the field empty to display nominal values as recorded.

Economic Conditions are managed in the Administration application (requires AccessProgrammaticData).

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Quick Filters Panel

When you click Add filter the Filter Panel opens on the right. The panel groups the most common filters in a fixed list of fields rather than the generic property/operator/value builder used elsewhere in the app. Each field is optional; leaving it empty includes everything.

Field	Description
Items	Multi-select of the items (Missions, Programmes, Systems, …) to include. Each item shows its type icon.
Economic condition	Single-select of an Economic Condition.
Currency	Single-select of a Currency code.
Transaction type	Cash In or Cash Out.
Date from / Date to	Date pickers limiting the time range.
Name	Free-text filter on the transaction name.
Country	Multi-select of country codes, each shown with its flag.
Transaction status	Planned or Actual.

Applied filters appear as removable chips in the toolbar so you can see at a glance what is active.

Customising Colours

Several views support colour customisation through dedicated dialogs.

1. Open the view you want to recolour (for example Pie Charts or Flow Diagram).
2. Click the Colors button in the right-hand toolbar group. The matching dialog opens:
   • For the Flow Diagram the dialog is In/Out Flow Colors, where you can pick the colour used for incoming flows and the colour used for outgoing flows.
   • For the Pie Charts the dialog is Pie Chart Colors, where you can override the colour assigned to each category slice.
3. Pick the colours you want and click Save. The view redraws using your selection.
4. To revert to the defaults, reopen the dialog and click the reset action (where shown), or close the dialog with Cancel to discard pending changes.

Your colour choices are remembered for future sessions on the same browser.

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Permissions Summary

Action	Required Permission
View the Financial page	AccessProgrammaticData
Export financial data	AccessProgrammaticData
Manage Currencies / Economic Conditions	AccessProgrammaticData (via Administration)