project analytics 7963 product guide - copy

8/11/2019 Project Analytics 7963 Product Guide - Copy

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The information contained in this document is subject to change without notice. This document is not warranted to be error free.The information contained in this document is subject to change without notice. This document is not warranted to be error free.


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The following is intended to outline our general

product direction. It is intended for informationpurposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.The development, release, and timing of any

features or functionality described for Oracles

products remains at the sole discretion of Oracle.


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The information contained in this document is subject to change without notice. This document is not warranted to be error free.

Oracle Project Analytics 7.9.6.3 Product Guide


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BI Apps are more than

Dashboards and Reports!

The following is intended to provide just a

documenting of the out of the box BI Applicationscontent

It is not the final word in capabilities that the BI

Applications offer

Prebuilt content of the BI Applications also include

rich subject areas to build thousands of additional

reports and dashboards very quickly with little

incremental effort Do not make decisions and judgments on capabilities

of the BI Applications just on this content alone


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DASHBOARDS&

REPORTS Prebuilt best

practice library

One size does

NOTfit all

SUBJECT AREAS

Many metrics and dimensional

attributes not surfaced by prebuilt

dashboards and reports Possibilities are endless

Incremental work to build more

content from this foundation

More than just dashboards and reportsMuch more lies under the surface


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More than just dashboards and reportsAnswers unlocks limitless combinations

Oracle Answers together with prebuiltSubject Areas = unlimited analytical

possibilities Almost limitless combinations of

analysis entities aligned with businessobjectives

Many metrics and dimensionalattributes not surfaced by prebuiltdashboards and reports but in Subject

Areas simplified views providedaccording to usability best practices


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Report showing trending of costs by ProjectReport showing trending of costs by ProjectReport showing trending of costs by Project

Report showing trending of costs by TaskReport showing trending of costs by TaskReport showing trending of costs by Task

More than just dashboards and reportsOne Subject Area, Unlimited Possibilities

Project Analytics Project Cost Subject Area

Same Subject Area, Different Analyses


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Derived calculation in Oracle Answers

One Subject Area, Unlimited Possibilities

Derived calculations can becreated in Oracle Answers with

simple expression builder

Derived calculations can becreated in Oracle Answers with

simple expression builder

99 standard ANSISQL functions can

be leveraged

99 standard ANSISQL functions can

be leveraged


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Even more metric value under the

surface

Measures from physicalcolumns in datawarehouse

Aggregations, time series calculations and derivedcalculated measures extend physical measures

Subset of logical measures areexposed in presentation layer

Not all measures inpresentation layerused in reports &dashboards

Metrics in LogicalLayer

Metrics in PhysicalWarehouse

Metrics in SubjectAreas

Metrics used inReports &

Dashboards


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Typical Effort & Customization balance

Extension of DW Schema for

extension columns, additionaltables, external sources,aggregates, indices, etc.

Extension of ETL forextension columns,descriptive flexfields,

additional tables, externalsources, etc.

Additional derived metrics,custom drill paths, exposingextensions in physical, logical andpresentation layer, etc.

Additional dashboards andreports, guided and conditionalnavigations, iBots, etc.

Level of

EffortDegree of

Customization

Easy

Moderate

Intermediate

Involved

Dashboards & Reports

OBIEE Metadata

DW Schema

ETL


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Project Analytics 7.9.6.3 Content

No. of dashboards 3

No. of dashboard pages 18

No. of reports 146

No. of metrics 500+

Project Executive Overview

Profitability Management

Cost Management

Revenue Management

Project Management Project Performance

Financial Management

Budget Details

Cost Details

Revenue Details

Profitability Details

Funding & Billing

Cost Transactions

Revenue Transactions

Budget Transactions

Public Sector Projects Overview

Cost Management

Budget Management

Billing Management


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Roles Benefiting from Oracle Project Analytics

Project

Executive

Project

Management

Public

Sector

Primary:

Project Executives Regional Mangers

Practice Directors

Project Accountants

Billing Specialists

Contract Managers

Contract Administrators

Operations Managers

Primary:

Project Managers Program Managers

Primary:

Project Executives Project Accountants

Grant Managers

Secondary:

CEO, COO, CFO, VP Operations

Partners & Senior Partners in Services firms


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Overview Profitability Management Cost Management Revenue Management

Project Executive Dashboard

The Project Executive dashboard provides an organization view, and is designed to empowerproject executives by providing the visibility and control they need to monitor the organizationperformance and the health of the projects that each organization is responsible for, toimprove profitability, and operate more efficiently.

Provides default aggregated view of

information for all organizations, satisfying

the dashboard filter criteria, with the ability

to drill down to project details that each

organization is responsible for. It also

provides a quick overview of Inception-to-

date performance, variances, and the

number of projects that each organization is

currently executing and their profitability and

cost performance.

Provides detailed cost information at the

organization level and corresponding

projects with the ability to drill down to

projects, tasks and resources. It provides

cost comparisons of organizations,

programs, expenditure categories, and

cost variances by top projects, top

resources, including trending with the

ability to drill down to details.

Provides detailed Revenue, Billing and Fundinginformation at the organization level and

corresponding projects, with the ability to drill down

to projects, tasks and resources. It provides revenue,

billing and funding comparisons of organizations,

customers, programs and revenue performance by

top projects, top customers including trending with

the ability to drill down to details.

Provides detailed profitability information fororganizations and the projects they manage with

the ability to drill down to projects, tasks and

resources. It provides comparisons of profitability

to budgets and forecasts and period over period

changes in margin. This includes trending with

the ability to drill down to the project, task and

resource details.


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Project Management Dashboard (1 of 2)

The Project Management dashboard designed for Project Managers, and provides acomplete view of project performance, from a comprehensive high level view ofaccumulated and trending information for a single or a group of projects, to the detailinformation such as cost, revenue and budget transactions.

Provides default aggregated view of

information for all projects satisfying the

dashboard filter criteria, with the ability to drill

down to a specif ic project details. It provides a

quick overview of key performance indicators

such as ITD margin %, ITD cost and revenuevariances for a single or a group of projects. It

also provides a quick snapshot of covering

cost, efforts, revenue, billability and billing for

the group of projects or for a specific project.

Project Performance Financial Management Budget Details Cost Details

Provides default aggregated view of information

covering the financial aspects for a single or a

group of projects satisfying the dashboard fil ter

criteria. It provides a quick overview of

Inception-to-date performance, variances,

cumulative revenue, cost, margin, billing and

period over period changes and the funding

summary with the ability to dril l down to takes

or resources, including trending.

Provides detailed budget information for

the projects and tasks with the ability to

drill down to child tasks and resources. It

provides the budget accuracies for cost

and revenue, budget changes in

comparison with original budgets,including trending and other details.

Provides detailed cost information for projects

and tasks with the ability to drill down to child

tasks and resources. It provides the cost

comparisons of employees, job codes, tasks

and other resources, including trending and

other details.

Provides detailed revenue information

for projects and tasks with the ability to

drill down to child tasks and resources.

It provides the revenue comparisons of

employees, job codes, tasks and other

resources, including trending and otherdetails.

Revenue Details


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Project Management Dashboard (2 of 2)

The Project Management dashboard designed for Project Managers, and provides acomplete view of project performance, from a comprehensive high level view ofaccumulated and trending information for a single or a group of projects, to the detailinformation such as cost, revenue and budget transactions.

Provides the detailed profitability information

for the projects and tasks under the projects

with the ability to drill down to child tasks and

resources. It provides the comparisons of the

profitability to the budgets and forecasts, and

period over period changes in the margin,including trending and other details

Profitability Details Funding & Bulling Cost Transactions Revenue Transactions

Provides funding and billing details for a project

or a group of projects and their tasks. It

provides the overview of agreement amount,

funding amounts assigned to projects, revenue

accrued amount, billed invoice amount, funding

changes and the remaining funding that alerts

the organizations on a potential capacity or

efficiency problem.

Provides detailed cost transactions at

expenditure date and item level for a given

project, and resource. This dashboard is

designed to provide weekly or daily cost

transactions report.

Provides detailed revenue transactions at

expenditure date and item level for a given

project, and resource. This dashboard is

designed to provide weekly or daily revenue

transactions report.

.

Provides detailed budget transactions

at budget type, version and budget

period level.

Budget Transactions


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Overview Cost Management Budget Management Billing Management

Public Sector Dashboard

The Public Sector dashboard is designed for public sector and other organizations, wheretracking of profitability and margin are not applicable. Demonstrative example of how thesame objects can be leveraged in building a custom dashboard tailoring to specific businessneeds. Can be used in conjunction with other dashboards as applicable

Provides the default aggregated view of

information for all organizations satisfying the

dashboard filter criteria, with the ability to

drill down to project details that each

organization responsible for. It provides a

quick overview of Inception-to-date

performance, variances, and the number of

projects that each organization is currently

executing and their cost performance.

Provides detailed budget information for

organizations and projects with the ability

to drill down to projects, tasks and

resources. It provides the budget accuracy

and changes in comparison with original

budgets, including trending and other

details.

Provides detailed billing information for

organizations and projects with the ability to

drill down to projects, tasks and resources. It

provides comparisons of billing amount, cost,

unbilled receivables and unearned revenue.

Provides detailed cost information for

organizations and projects with the ability to drill

down to projects, tasks and resources. It provides

the cost comparisons of organizations, programs,

expenditure categories, and cost variances by top

projects, top resources, including trending with

the ability to drill down to details.


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Oracle Project Analytics Subject Areas (1 of 2)

Project - Project Billing This is a detailed subject area that provides the ability to report on Billing Amount,

Unearned Amount, and Unbilled Receivables Amounts across the projects, tasks,

organizations, resources, and associated hierarchies. It provides the ability to track the

invoice amount at invoice (draft) invoice level.

Project - Budget This is a detailed subject area that provides the ability to report on cost, revenue, margin

budgets, and the budget changes including tracking original and current budgets acrossprojects, tasks, organizations, resources, periods and associated hierarchies at budget

line level

Project - Cost This is a detailed subject area that provides the ability to report on Cost (Burdened Cost),

Raw Cost, Burden Cost for the past and current periods including inception-to-date, year-

to-date comparisons across projects, tasks, organizations, resources, suppliers and

associated hierarchies. It provides the ability to track the cost at cost distribution level.

Project - Forecast This is a detailed subject area that provides the ability to report on Cost, Revenue and

Margin Forecasts, and the Forecast changes including tracking original and current

forecasts across projects, tasks, organizations, resources, periods and associated

hierarchies. It provides the ability to track the metrics that indicates the past, present and

future performance of the cost, revenue and margin

Project - Funding This is a detailed subject area that provides the ability to track agreement amount,

funding amount, baselined amount, and all the changes of the funding throughout the lifecycle of the project. In addition, it provides the ability to do comparative analysis of

Agreement Amount, Funding amount, Invoice Amount and the remaining funding amount

across projects, tasks, customers, organizations and associated hierarchies.


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Oracle Project Analytics Subject Areas (2 of 2)

Project - Performance This is a consolidated subject area with the combined information from Budgets,

Forecasts, Cost, Revenue, and provides the ability to monitor performance by comparing

the actual (cost, revenue, margin and margin %) with budgets, and forecasts across

projects, tasks, organizations, resources, and associated hierarchies.

Project - Revenue This is a detailed subject area that provides the ability to report on Revenue transactions

for the past, and current periods including inception-to-date, year-to-date comparisonsacross projects, tasks, organizations, resources, suppliers and associated hierarchies. It

provides the ability to track the revenue at Revenue distribution level.

Project - Commitments This is a detailed subject area that provides the ability to report on the obligations for

future expenditures that a project has made. Reporting can be done across

organizations, projects, tasks, resources and periods. There are metrics showing raw and

burdened amounts for requisitions, purchase orders and supplier invoices.


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Budgets # of Projects

Original Budget Cost Original Budget People Cost

Original Budget Equipment Cost Original Budget Billable Cost

Original Budget People Effort Original Budget Equipment

Effort Original Budget Revenue

Original Budget Margin Original Budget Margin Percent

Current Budget Cost

Current Budget People Cost Current Budget Equipment Cost Current Budget Billable Cost

Current Budget People Effort Current Budget Equipment

Effort Current Budget Revenue

Current Budget Margin Current Budget Margin Percent

Forecast Original EAC Cost

Original Actual Cost Original ETC Cost

Original Actual Revenue Original ETC Revenue

Original Actual Effort Current EAC Cost

Current Actual Cost Current ETC Cost

Current Actual Revenue Forecast Margin Amount

Forecast Margin Percent

Forecast Margin Percent Original EAC Cost - ITD Original EAC Revenue - ITD

Original EAC People Cost -ITD

Original EAC Equipment Cost- ITD

Original EAC EquipmentEffort - ITD

Example Oracle Project Analytics Metrics

Cost # of Projects

Cost Raw Cost

Burden Cost Billable Cost

Non-Billable Cost Capitalizable Cost

Equipment Cost People Cost

Equipment Effort People Effort

Quantity

Cost ITD Raw Cost - ITD Burden Cost - ITD

Billable Cost - ITD Non-Billable Cost - ITD

Equipment Cost - ITD People Cost - ITD

Equipment Effort - ITD People Effort - ITD

Oracle Project Analytics (1 of 2)

Commitments

Purchase Order CommittedCost

Purchase Order Committed

Raw Cost Purchase Requisition

Committed Cost

Purchase Requisition

Committed Raw Cost

Quantity Cancelled

Quantity Delivered

Quantity Invoiced

Quantity Ordered

Quantity Outstanding Delivery

Quantity Outstanding Invoice

Supplier Invoice CommittedCost

Supplier Invoice Committed

Raw Cost

Total Commitment Quantity Total Committed Cost

Total Committed Raw Cost


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Funding

Agreement Amount

Funding Amount

Remaining Funding

Amount Unbaselined Amount

Baselined Amount

Revenue Amount

Invoiced Amount

Not Allocated Amount

Initial Funding Amount

Additional Funding

Amount

Cancelled Funding

Amount

Adjustment Funding

Amount

Total Number of

Agreements

Total Number of

Agreements

Total Number of ExpiredAgreements

Revenue

# of Projects

Revenue Amount

Revenue Write-Off Amount

Bill Amount Unearned Revenue

Unbilled Receivables

Revenue Quantity

# of Projects - ITD

Revenue Amount - ITD

Revenue Write-Off Amount

- ITD

Bill Amount - ITD

Unearned Revenue - ITD

Unbilled Receivables - ITD

Margin - ITD

Margin Percent - ITD

MAGO Revenue Amount

QAGO Revenue Amount

QAGO Bill Amount

Performance

MAGO Revenue Amount

MAGO Bill Amount

QAGO Revenue Amount

QAGO Bill Amount YAGO Revenue Amount

YAGO Bill Amount

Revenue Yearly Change

Revenue Quarterly Change

Margin Year Ago

Margin Percent Year Ago

Margin Percent Yearly

Change

Margin Quarter Ago

Margin Percent Quarter Ago

Margin Percent Quarterly

Change

Margin - ITD

Margin Percent - ITD

Cost Variance

Forecast Cost Variance

Cost Percent Complete Forecast Margin Percent

Example Oracle Project Analytics Metrics

Billing

# of Projects

# of Write-off Invoices

# of Approved Invoices

# of Unapproved Invoices

Unearned Revenue

Unbilled Receivables

Invoice Amount

Invoice Write-off Amount

Approved Invoice Amount

Unapproved Invoice

Amount

Current Withheld Amount

Retention Billed

Total Retained Amount

Retention Write-off

Oracle Project Analytics (1 of 2)


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Project Analytics Reports


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Reports

Project Management

Dashboard


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Purpose:

Provide exception alerting for: ITD

Margin %, ITD Cost Variance %, ITD

Forecast Variance %, ITD Revenue

Variance %, ITD Forecast Revenue% Satisfying the filter criteria

User Focus:

Project Managers

Gauges

Location:

Dashboard Project Management

Page Project Performance

Source:

Project - Performance Subject Area


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Purpose:

Displays list of approved projects

and compares for each of them the

current budget cost against theinception-to-date actual cost amount

and estimate to complete (ETC) cost

amount.

User Focus:

Project Managers

Location:



Source:


My Projects


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Purpose:

Provides Margin, Margin %, revenue

and cost at project completion

(Forecast) and since inception and

period to date for the selectedperiod.

User Focus:

Project Managers

Project Financial Performance Overview

Location:



Source:

Project Performance Subject Area


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Margin % Trend

Purpose:

Displays the Cumulative Margin %

Trend and Margin % Trend satisfying

the report filter criteria.

User Focus:

Project Managers

Location:



Source: Project - Performance Subject Area


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Cost Trend

Purpose:

Displays the Cumulative Cost Trend

and Cost Trend satisfying the report

filter criteria. User Focus:

Project Managers

Location:



Source:



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Purpose:

Display the summary of Forecast,

Budget, Actual numbers for the Effort

for a project or projects satisfying the

report filter criteria.

User Focus:

Project Managers

Location:

Dashboard Project Management Page Project Performance

Source:


Effort


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Purpose:

Display the summary of Forecast,

Budget, Actual numbers for the Cost

for a project or projects satisfying thereport filter criteria.

User Focus:

Project Managers

Location:



Source:


Cost


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Purpose:

Displays summary of Forecast,

Budget and Actual Revenueamounts for the projects satisfying


User Focus:

Project Managers

Location:



Source:


Revenue


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Purpose:

For the projects satisfying the report

criteria, this report compares the

actual billable and non-billableamounts to the current and original

budget amounts and highlights the

billable costs as percent of the total

cost

User Focus:

Project Managers Location:



Source:


Billability


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Purpose:

Displays the overview of Billing for

the projects satisfying the report filter

criteria. User Focus:

Project Managers

Location:



Source:


Billing

ITD P f (F t B d t d A t l)


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ITD Performance (Forecast, Budget and Actual)

by Quarter

Purpose:

Displays the Budget, Forecast, Actual

and variance amounts for Revenue,

Cost, Margin, Margin % by Project by

Quarter

User Focus: Project Managers

Location:


Page Financial Management

Source:


C l ti R T d b Q t b


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Cumulative Revenue Trend by Quarter by

Project

Purpose:

Displays the Revenue, ITD Revenue

Amounts by Fiscal Quarter for the

project satisfying the report filter

criteria User Focus:

Project Managers

Location:



Source:

Project - Revenue Subject Area

Revenue Quarter Over Quarter Trend by


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Purpose:

Displays the change in revenue

amount from quarter to quarter for


criteria.

User Focus:

Project Managers

Location:

Dashboard Project Management Page Financial Management

Source:


Revenue Quarter Over Quarter Trend by

Project


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Project Revenue Transaction Details

Purpose:

Displays the revenue transactions

for the projects satisfying the filter

criteria and for the selected time

period. User Focus:

Project Managers

Location:



Source:


Cumulative Cost Trend by Quarter by


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Purpose:

Displays the Cost, and ITD Cost

Amounts by Fiscal Quarter for the

Projects satisfying the report filter

criteria User Focus:

Project Managers

Cumulative Cost Trend by Quarter by

Project

Location:



Source:

Project - Cost Subject Area

Cost Quarter Over Quarter Trend by


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Cost Quarter Over Quarter Trend by

Project

Purpose:

Displays the cost amount change

between fiscal quarters for the

projects satisfying the report filtercriteria.

User Focus:

Project Managers

Location:



Source: Project - Cost Subject Area


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Project Cost Transaction Details

Purpose:

Displays the cost transactions for the

projects satisfying the filter criteria

and for the period selected.

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Cumulative Billing Trend by Quarter by


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Cumulative Billing Trend by Quarter by

Project Purpose:

Displays the quarterly trend of

Inception-to-date Invoice amount,

Inception-to-date Unearned

Revenue amount and Inception-to-

date Unbilled Receivables amountfor the projects satisfying the report

filter criteria. It also shows the same

amounts for a group of selected

projects and for a given period.

User Focus:

Project Managers

Location:


Page a

Source:

Project -Billing Subject Area


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Purpose:

Displays the total Invoice Amount,

Unbilled Receivables, Unearned

Revenue by Quarter for the set ofproject satisfying the report filter

criteria. It also displays the same

metrics for a set of selected projects

and for a given period.

User Focus:

Project Managers Location:



Source:

Project - Billing Subject Area

Billing Trend by Quarter by Project


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Purpose:

Provides a summary of the funding

condition of a set of selected

projects


Funding Summary by Project

Location:



Source:

Project - Funding Subject Area

B d A b P j


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Budget Accuracy by Project

Purpose:

Compares the current cost and

revenue budget amounts to the

actual and ETC cost and revenue

amounts. It provides an idea of what

projects or tasks are over or underbudget for a given period

User Focus:

Project Managers

Location:


Page Budget Details

Source:

Project - Budget Subject Area

B d t A b Fi i l R


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Budget Accuracy by Financial Resource

Purpose:

Compares the current cost and

revenue budget amounts to the

actual and ETC cost and revenue

amounts. It provides an idea of what

resources over or under budget fora given period

User Focus:

Project Managers

Location:


Page Budget Details

Source:


B d t Ch b P j t


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Budget Changes by Project

Purpose:

Compares the Revenue, Cost,

Margin amounts and the Margin %

of the original and current budgets

for the project satisfying the reportcriteria.

User Focus:

Project Managers

Location:


Page Budget Details

Source:


B d t T d b GL P i d


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Purpose:

Displays the trend of current and

forecast budget amount for

Revenue, Cost, Margin and Margin

% for a project or group of projects. User Focus:

Project Managers

Budget Trend by GL Period

Location:


Page Budget Details

Source:


Cumulative Budget Trend by GL Period


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Purpose:

Displays the trend of current and

forecast inception-to-date Revenue,

Cost and Margin amount and the

Margin % by GL period for a projector group of projects

User Focus:

Project Managers

Cumulative Budget Trend by GL Period

Location:


Page Budget Details

Source:


Budget Transactions by Project


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Purpose:

Displays Original Cost Budget,

Current Cost Budget, Original

Revenue Budget and Current

Revenue Budget transaction detailsfor a project or group of projects.

User Focus:

Project Managers

Budget Transactions by Project

Location:


Page Budget Details

Source:


Cost Budget PTD (Fiscal Period) and ITD


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Purpose:

It shows the percent of the cost

budget that has been spent in the

period selected and since inception.

It also compares the actual cost

amount against the current and

original cost budget amounts for the

period selected and since inception.

User Focus:

Project Managers

g ( )

Details by Resource

Location:


Page Budget Details

Source:


Actual Cost by Project, Financial


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Resource

Purpose:

Displays Cost, Capitalizable Cost,

Billable Cost by Project, Expenditure

Class, Expenditure Category and

Resource Type (Expenditure Type)

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Actual Efforts by Project, Financial


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Resource

Purpose:

Displays People Effort and

Equipment Effort by Project,

Expenditure Class, Expenditure

Category and Resource Type

(Expenditure Type)

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Actual Cost Distribution by Job Code


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Purpose:

Displays the Burdened Cost

distribution by Job Code for the

projects satisfying the report filtercriteria.

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Actual Cost Distribution by Job Code

Actual Cost by Top Task


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Purpose:

Displays the Burdened Cost by Top

Task for the projects satisfying the

report filter criteria. User Focus:

Project Managers

Location:


Page Cost Details

Source:


Actual Cost by Top Task

Actual Cost Distribution by Employee


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Purpose:

Displays the distribution of Burdened

Cost across employees for the

projects satisfying the report filter

criteria.

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Actual Cost Distribution by Employee

Actual Cost Distribution by Non Labor


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Resource

Purpose:

Displays the distribution of Burdened

Cost by Non Labor Resource for


criteria.

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Cost Trend by Fiscal Period


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Cost Trend by Fiscal Period

Purpose:

Displays the trend by fiscal period of

Forecast Cost, Current Budget Cost

and Actual Cost Trend for the

projects satisfying the report criteria.

Shows percent of cost spent and

variance against budget for each

period

User Focus:

Project Managers

Location:


Page Cost Details Source:


Cumulative Cost Trend by Fiscal Period


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Purpose:

Compares Forecast, Current Budget

and Actual Cost since inception by

Fiscal Period for the Projects

satisfying the report criteria.


Cumulative Cost Trend by Fiscal Period

Location:


Page Cost Details

Source:



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Actual Total Cost, Equipment Cost and

People Cost by Project


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People Cost by Project

Purpose:

Compares Actual Cost with

Equipment Cost and People Cost by

Fiscal Quarter for the projects

satisfying the report filter criteria.

User Focus:

Project Managers

Location:


Page Cost Details

Source:


Revenue by Project, Financial Resource


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y j

Purpose:

Compares Revenue Amount to Bill

Amount or Unearned Revenue or

Unbilled Receivables. Comparison

can be done by Project Revenue

Category, Top Task or ResourceType.

User Focus:

Project Managers

Location:


Page Revenue Details Source:


Revenue Distribution by Employee


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Purpose:

Displays the Revenue distribution by

Employee for the projects satisfyingthe report filter criteria.

User Focus:

Project Managers

Location:


Page Revenue Details

Source:


Revenue Distribution by Job Code


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Purpose:

Displays the revenue distribution by

Job code for the project s satisfying

the report filter criteria

User Focus:

Project Managers

Location:



Source:


Revenue Trend by Fiscal Period


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Purpose:

Display the trend per fiscal period of

various revenue and billing metrics

for a project or set of projects.

User Focus:

Project Managers

Location:



Source:



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Event Revenue Details by Project


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Purpose:

Displays the revenue amount per

event for the projects and time

period satisfying the report filter

criteria.

User Focus:

Project Managers

Location:



Source:


ITD Actual Revenue Details by Project


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Purpose:

Displays inception-to-date Revenue

and inception-to-date Bill amounts

by Project and Revenue Category

for the projects and time period


User Focus:

Project Managers

Location:



Source:


Actual Profitability by Project, Revenue

Category


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Purpose:

Compares the Current and Previous

Quarter Margin for the projects that

satisfy the report filter criteria. User Focus:

Project Managers

Location:


Page Profitability Details Source:


Category

Forecast Profitability by Project, Revenue

Category


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Purpose:

Compares the Forecast Margin %

for the period and projects that

satisfy the report filter criteria. Other

metrics available are also theForecast Revenue and Forecast

Cost.

User Focus:

Project Managers

Location:


Page Profitability Details

Source:


Category

Actual Profitability Trend and Distribution

by Fiscal Period


71/180


Purpose:

Displays the Actual Revenue, Actual

Cost, Actual Margin % trend by

Fiscal Period for the projects

satisfying the report filter criteria

User Focus:

Project Managers

by Fiscal Period

Location:

Dashboard Project Management,

Page Profitability Details

Dashboard Project Executive,

Page Profitability Management

Source:


Margin Change Quarter Over Quarter

Trend by Fiscal Quarter


72/180


Purpose:

Displays the Quarter over Quarter

Margin change for the Projects


User Focus:

Project Managers

Location:


Page Profitability Details Source:


y Q


73/180

Funding Summary by Customer by

Project by Top Task


74/180


Purpose:

Displays the net funding amount

after adjustments and cancellations

by customer by project and by top

tasks that satisfy the report filtercriteria.

User Focus:

Project Managers

Location:

Dashboard Project Management Page Funding & Billing

Source:


j y p

Remaining Funding Amount for Active

Projects


75/180


Purpose:

Displays the remaining funding

amount (also termed as backlog

funding amount) for Active or

Approved projects. This reportonly includes records with

remaining funding amount greater

than zero.

User Focus:

Project Managers

Location:


Page Funding & Billing

Source:


j


76/180

Lost Funding Amount for Closed

Projects


77/180


Purpose:

Displays the lost funding amount on

closed projects.

User Focus:

Project Managers

Location:


Page Funding & Billing

Source:



78/180


79/180


Reports

Project Executive

Dashboard

ITD Performance (Forecast, Budget and

Actual) by Quarter by Organization


80/180


Purpose:

Displays the Budget, Forecast,

Actual amounts for Revenue, Cost,

Margin, Margin % by Organization

by Quarter. Shows quarterly

variances.

User Focus:

Project Managers, Project

Executives, Regional Managers,

Project Accountants

Location:

Dashboard Project Executive

Page Overview

Source:


Projects in Progress


81/180


Purpose:

Displays approved and active

projects by Organization or Project

Type. The project count metric is

calculated based on the cost fact

table and projects with no costtransactions will not appear in this

report.

User Focus:



Project Accountants Location:


Page Overview

Source:


Project Health by Margin Performance


82/180


Purpose:

Displays approved and active projects

per organization and divided in three

buckets: On Track, At Risk and Critical,

based on their Margin performance.

The report only includes only projects

with accumulated revenue.

User Focus:

Project Managers, Project Executives,

Regional Managers, Project

Accountants

Location:


Page Overview

Source:


Profitability Summary by Organization


83/180


Purpose:

Classifies organizations in quadrants

according to the total Margin and

Revenue amounts of their projects

for the selected period. The size of

the bubble represents Margin %.This reports helps the user to

identify what organizations need

attention and further analysis.

User Focus:


Executives, Regional Managers,Project Accountants

Location:


Page Overview

Source:


Cost Performance by Organization


84/180


Purpose:

Classifies organizations in quadrants

according to the aggregated cost

variance % and % of cost budget

spent of their projects. The size of

each bubble represents forecast

cost amount. This reports helps the

user to identify what organizations

need attention and further analysis.

User Focus:



Project Accountants

Location:


Page Overview

Source: Project - Performance Subject Area

Actual Profitability by Organization,

Project Class, Project Type


85/180


Purpose:

Displays Actual and Quarter Ago

Margin % for the selected project

organizations. Users can also

choose to see other metrics such asMargin, Revenue and Cost for the

same periods and organizations.

User Focus:





Page - Profitability Management

Source:


Actual Profitability Year Over Year

Changes by Organization


86/180


Purpose:

Displays Actual and Year Ago Margin

% for the selected project

organizations. Users can also

choose to see other metrics such asMargin, Revenue and Cost for the

same periods and organizations.

User Focus:






Source:


Forecast Profitability by Organization,

Project Class, Project Type


87/180


Purpose:

Displays the Forecast Margin % for

the project organizations selected.

Users can also choose to see other

metrics, such as Revenue, Cost,Margin.

User Focus:



Project Accountants

Location:



Source:


Profitability by Top Job Codes


88/180


Purpose:

Displays the Margin % for the top job

codes satisfying the report filter

criteria.

User Focus:



Project Accountants

Location:


Page - Profitability Management Source:


Profitability by Job Code


89/180


Purpose:

Displays the Margin and Margin %

for all job codes satisfying the report

filter criteria.

User Focus:

Project Managers, ProjectExecutives, Regional Managers,

Project Accountants

Location:



Source:


Profitability by Top Customers


90/180


Purpose:

Displays the Margin % by top

customers that satisfy the report

filter criteria.

User Focus:



Project Accountants

Location:



Source:


Profitability by Customer


91/180


Purpose:

Displays the Profitability (Margin,

Margin %) for all customers


User Focus:



Project Accountants

Location:


Page - Profitability Management Source:


Actual Profitability Trend by Organization

by Fiscal Period


92/180


Purpose:

Displays the trend for Actual

Revenue, Actual Cost, Actual Margin

and Actual Margin % by Fiscal

Period for each of the selected

Project Organizations.

User Focus:



Project Accountants

Location:



Source:

Project - Performance Subject

Actual Profitability Trend by Project by

Fiscal Period


93/180


Purpose:

Displays trend for Actual Revenue,

Actual Cost, Actual Margin and

Actual Margin % by Fiscal Period foreach of the project satisfying the

report filter criteria

User Focus:



Project Accountants

Location:



Source:


Margin Change Quarter Over Quarter

Trend by Organization


94/180


Purpose:

Displays the Quarter over Quarter

changes in Margin or Margin % for

the Project Organizations satisfying


User Focus:



Project Accountants

Location:



Source:


Profitability Details by Project

Organization


95/180


Purpose:

Displays the Budget, Forecast,

Actual amounts for Revenue, Cost,

Margin, Margin % for the selected

Project Organizations

User Focus: Project Managers, Project


Project Accountants

Location:



Source:

Project Performance Subject Area

Purpose:

This reports helps the user compare: burden vs

Actual Cost by Organization by Financial

Resource User Focus:

Project Managers Project Executives


96/180


This reports helps the user compare: burden vs.

raw cost, billable vs. non-billable cost,

capitalizable cost vs. expenses, and equipment,

and labor cost vs. total cost. The analysis can

be done by Project Organization, Project Class,

Project Type or Expenditure Category.

Source:


Project Managers, Project Executives,

Regional Managers, Project Accountants

Location:


Page Cost Management

Purpose: Displays People Effort Equipment

Actual Efforts by Organization by

Financial Resource Location:



97/180


Displays People Effort, Equipment

Effort by Project Organization,

Project Type, Program or

Expenditure Category.

User Focus:

Project Managers, ProjectExecutives, Regional Managers,

Project Accountants



Source:


Cumulative Cost Variance by Top

Projects


98/180


Purpose:

Displays the Inception-to-date cost

variance amount by top project.

User Focus:



Project Accountants

Location:


Page Cost Management Source:


P

Cumulative Cost Variance by Top

Resources


99/180


Purpose:

Displays the Inception-to-date cost

variance amount and percent by top

resource.

User Focus:



Project Accountants

Location:


Page Cost Management Source:


Cumulative Cost Variance by Resource


100/180


Purpose:

Displays the Inception-to-Date cost

variance amount and % for all

resources of the projects that satisfy

the report filter criteria. This report

does not include projects with zerocost variance.

User Focus:



Project Accountants

Location:



Source:


Purpose:

Actual Total Cost, Billable Cost Trend by

Fiscal Quarter

Location:


101/180


Purpose:

Displays Total Cost, Billable Cost,

and Non-Billable Cost by Fiscal

Quarter for the projects that satisfy

the report filter criteria



Project Accountants

Location:



Source:


Purpose:

Revenue by Organization by Customer

Location:


102/180


Compares (1) Revenue and Billing

and (2) UER and UBR by Project

Organization, Customer, Revenue

Category and Program.



Project Accountants


Page Revenue Management

Source:


Purpose: Displays the distribution of project

Revenue by Project Location

Location: Dashboard Project Executive


103/180


Displays the distribution of project

revenue by project location.

User Focus:



Project Accountants


Page Revenue Management

Source:


Purpose:

Revenue Trend by Project Location by

Fiscal Quarter


104/180


Purpose:

Displays the project revenue trend

by Project Location and Fiscal

Quarter.

User Focus:



Project Accountants

Location:


Page Revenue Management Source:


Purpose:

Revenue by Top Customers by Top

Projects


105/180


Purpose:

Displays Revenue, Margin and

Margin % for Top 10 customers or

top 10 projects satisfying the report

filter criteria.

User Focus:



Project Accountants

Location:

Dashboard Project Executive Page Revenue Management

Source:


Purpose: Displays the comparison of inception-to-date

Cumulative Revenue Trend by Fiscal

Period

User Focus:

P j t M P j t


106/180


Actual Revenue Amount, inception-to-date

Budget Revenue Amount, inception-to-date

Revenue Forecast Amount, inception-to-date

Unbilled Receivables, inception-to-date

Unearned Revenue, inception-to-date Bill

Amount Trend by GL Period for a project or

projects satisfying the report criteria.



Project Accountants

Location:

Dashboard

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