Project analysis and reporting
You can use the project analysis and reporting setup tools to get more detailed information about your project.
Account schedule
The account schedules functionality provides the capability for you to understand transactions that are attached to projects. For more information, see Prepare financial reporting with account schedules and account categories.
Analysis by dimensions
For information about how to analyze by dimensions, see Analyze data by dimensions.
General ledger balance by dimensions
The general ledger balance by dimensions functionality provides the capability for you to view a summary of the debit and credit balances by dimensions for an account.
To access the general ledger balance by dimension functionality
Choose
, enter chart of accounts, and then choose the related link.The Chart of Accounts page opens.
On the action bar, choose Report > G/L Balance Dimensions.
Task and Deliverables Analysis
The task and deliverables analysis functionality provides the capability for you to view an overview of all tasks and deliverables for all projects. Also, you can view a list of deliverables that are required for a project or the list of pending deliverable for a project.
To access the task & deliverables analysis functionality
Choose
, enter task & deliverables analysis, and then choose the related link.The Task & Deliverables Analysis page opens.
To view a list of deliverables that are required for a project or the list of pending deliverable for a project, select the value in No. Required or No. Pending for the row that you want to view.
Project status analysis
The project status analysis functionality provides the capability for you to view an overview of all statuses with the number of projects that are currently under each status. Also, you can view the list of projects in each status.
To access the project status analysis functionality
Choose
, enter project status analysis, and then choose the related link.The Project Status Analysis page opens.
To view the list of projects in each status, select the value in No. of Projects for the row that you want to view.
Project type analysis
The project type analysis functionality provides the capability for you to view an overview of all project types. Also, you can view a list of the projects within each type.
To access the project type analysis functionality
Choose
, enter project type analysis, and then choose the related link.The Project Type Analysis page opens.
To view a list of the projects within each type, select the value in No. of Projects for the row that you want to view.
Payment schedule analysis (payment schedule aging)
The payment schedule analysis functionality provides the capability for you to view an aging breakdown of payment schedule entries. Also, you can view a list of the projects within an aging category.
To access the payment schedule analysis functionality
Choose
, enter payment schedule analysis, and then choose the related link.The Payment Schedule Analysis page opens.
To view a list of the projects within an aging category, select the value in in any of the categories.
Projects by Primary Contact report
The Projects by Primary Contact report lists each primary contact and all projects that are currently linked to the contact. The project code and name are listed along with actual to budget financial information for each project.
When you run the report, you can filter the data by any field on the project card. Typically, the data is filtered by the project's primary contact.
To run the Projects by Primary Contact report
Choose
, enter projects by primary contact, and then choose the related link.The Projects by Primary Contact page opens.
Specify a value for Printer, and then specify filters as required.
To view the report, choose Send to, Print, or Preview & Close.
Project Details report
The Project Details report generates a printable page for each project and lists all details for the project including sections for funding sources, payment schedule, task, and deliverables.
When you run this report, you can filter by any field on the project card. Typically, the data is filtered by project code or primary contact.
To run the Project Details report
Choose
, enter project details, and then choose the related link.The Project Details page opens.
Specify a value for Printer, and then specify filters as required.
To view the report, choose Send to, Print, or Preview & Close.
Projects Pending Deliverables report
The Projects Pending Deliverables report generates a section for each project and lists the tasks and deliverable that are pending based on the as at date that is set on the options tab when you run the report.
When you run this report, you can filter by project or deliverable details and select an as at date for the data. The report can be used to follow up on the status of pending deliverables and to ensure that deadlines for these deliverables are met.
To run the Projects Pending Deliverables report
Choose
, enter project pending deliverables, and then choose the related link.The Project Pending Deliverables page opens.
In Printer, specify a value.
In As Of Date, specify a value.
Specify filters as required.
To view the report, choose Send to, Print, or Preview & Close.
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