Projects dashboards and reports
To access Projects reports, select .
Project Report Home Page
This Home page dashboard contains embedded filters for different categories which are set to default values and can be selected based on the requirement.
This list shows the filters you can use to slice data:
- Finance Enterprise Group
- Reporting Basis
- Fiscal Year
- Fiscal Month
- Accounting Entities
- Project
- Account Type
Project Budget vs Actual Report
The Project Budget vs Actual report shows actual, budget, encumbrance, commitment, variance, and remaining values for projects. The report can be filtered for different project levels and budget. The display amount is Month LTD Functional Amount.
Click Actual Amount to redirect you to the Project Comparison report to see the project detail within month and LTD amounts. Click the month amount in the Project Comparison report jumps to the Project Transactions report.
This list shows the filters you can use to slice data:
- Project Structure
- Project
- Fiscal Year
- Fiscal Month
- Account
- Accounting Entities
- System Code
- Ledger
- Accounting Unit
- Calendar
- Reporting Basis Chart of Accounts
- Finance Enterprise Group
- Reporting Basis Accounting Entity List
- Reporting Basis Ledger List
- Account Type
- Over Ride Project Level Parameter
- Project Level 01 – 04
- Budget
Project Commitments
For each project, the report lists the account, actual amount, encumbrance amount, commitment amount, budget amount, remaining amount, and percent remaining amount.
This list shows the filters you can use to slice data:
- Budget
- GL Measure Amounts
- Project Structure
- Project Level 01 – 04
- Project
- Fiscal Year
- Fiscal Month
- Accounting Entities
- Account Type
- Account
- Reporting Basis Chart of Accounts
- System Code
- Ledger
- Finance Enterprise Group
- Reporting Basis Accounting Entity List
- Reporting Basis Ledger List
- Calendar
Project Comparison
The Project Comparison dashboard compares month amount and LTD amount of each project. The report lists the project type, begin date, end date, status, contract, and currency details.
Click the month amount of a specific project to redirect you to the project transactions report which displays transaction amount, project currency amount, functional amount, and transaction date of an accounting entity for each account.
The display amount is functional amount.
This list shows the filters you can use to slice data:
- Project Structure
- Project Level 01 – 04
- Project
- Fiscal Year
- Fiscal Month
- Accounting Entities
- Account
- Accounting Unit
- Account Type
- GL Measure Amounts
- Reporting Basis Chart of Accounts
- System Code
- Ledger
- Finance Enterprise Group
- Reporting Basis Accounting Entity List
- Reporting Basis Ledger List
- Calendar
Project Transactions
The Project Transactions dashboard shows a summary of project transactions. The dashboard includes transaction amount, functional amount, project currency amount, transaction date, and description based on accounting entities for each account under the project.
This list shows the filters you can use to slice data:
- Finance Dimension Selector 01
- Project Structure
- Project Level 01 - 04
- Project
- Fiscal Year
- Fiscal Month
- Posting Date
- System Code
- Account
- Accounting Entities
- Ledger
- Calendar
- Finance Enterprise Group
- Reporting Basis Accounting Entity List
- Reporting Basis Ledger List
- Chart of Accounts
- Account Type
- General Ledger Event
- Transaction Detail Status
Project Transactions Status
The Project Transactions Status dashboard is a project listing that shows department, system, begin date, billable status, active status, fringe burden code, project contract, project billing method, transaction amount, and units based on accounting entity.
This list shows the filters you can use to slice data:
- Account
- Accounting Entities
- AP Paid
- Billed
- Chart of Accounts
- Finance Dimension 01 Selector
- Finance Enterprise Group
- Fiscal Month
- Fiscal Year
- General Ledger Event
- Project
- System Code
- Reporting Basis Accounting Entity List
- Reporting Basis Ledger List