Project Analysis

The Project Analysis section comprises of matrices that display specific information related to the project. You can click a matrix to view the data in the grid. These are the available matrices:

  • Project Tasks: This matrix displays the count of total number of tasks in the project. The data is retrieved from the Project Tasks form.

    The grid displays this information related to the task:

    • Task ID
    • Description
    • Status
    • End Date
  • Project Resources: This matrix displays the total count of resources associated with the project. The data is retrieved from the Project Resources form.

    The grid displays this information related to the resource:

    • Task ID and Name
    • Sequence
    • Item
    • Due Date
    • Quantity
    • U/M
  • Project Variance: This matrix displays the count of total number of tasks in the project with schedule variance or cost code variance. The data is retrieved from the Project Tasks form.

    The grid displays this information related to the task:

    • Task ID and Description
    • Status
    • End Date
    • Variance
  • Invoice Milestones: This matrix displays the total number of invoicing milestones related to the project. The data is retrieved from the Invoice Milestones form.

    The grid displays this information related to the milestone:

    • Milestone ID
    • Customer
    • Status
    • Posted Date
  • Revenue Milestones: This matrix displays the total number of revenue milestones related to the project. The data is retrieved from the Revenue Milestones form.

    The grid displays this information related to the resource:

    • Milestone ID
    • Customer
    • Status
    • Actual Complete Date
  • Project Shipments: This matrix displays the count of due shipments related to the project. The data is retrieved from the Project Resources form.

    The grid displays this information related to the resource:

    • Project Number
    • Task Number
    • Sequence
    • Status
    • Due Date
  • Jobs Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type is set to Job on the Job Orders form. The data is retrieved from the Job Orders form.

    The grid displays this information related to the milestone:

    • Job ID and Suffix
    • Job Date
    • Item
    • Released Date
    • Status
  • POs Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type is set to Purchase Order on the Purchase Order Lines form.

    The grid displays this information related to the Purchase Order:

    • PO Number
    • PO Date
    • Item
    • Description
    • Order Quantity
    • U/M
    • Status
  • Transfers Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type is set to Transfer on the Transfer Order Line Items form.

    The grid displays this information related to the resource:

    • Transfer Order Number
    • Line
    • Release
    • Order Date
    • Item/Item Description
    • Quantity
    • U/M
    • Status
  • Requisitions Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type is set to Requisitions on the Purchase Order Requisitions form.

    The grid displays this information related to the resource:

    • Item
    • Ordered Quantity
    • U/M
    • Status
  • SROs Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type is set to SRO on the Service Orders form.

    The grid displays this information related to the resource:

    • SRO Number
    • Line
    • Open Date
    • Customer ID/Customer Name
    • Status
    • Bill Status
  • Inventory Sourcing Project: This matrix displays the count of resources associated with the project, whose Source Type field is set to Inventory on the Items form.

    The grid displays this information related to the resource:

    • Item ID and Description
    • U/M
    • Quantity On Hand
    • Current Unit Cost