Project Ledger EPM Platform reports

This table shows the project reports that are available in the Infor EPM Platform Dashboard. Select Financial Reporting > Dashboards > Financials > Financial Reporting > Project Reports and select the report name.

Report name Description
Project Summary This report shows all Projects selected in a widget box. The widget shows radial percentage charts and the total expense accounts.

Use LTD calendar.

Project Detail

only accessible from Project Summary

This report displays the detail information for the project selected on the Project summary report. The information displayed in the header of the report are the Project’s attributes. The attributes values are defined when setting up the project in Financials.

The details are presented in three tabs: General Information, Budget and Categories.

Use LTD calendar.

Project Analysis This report has fixed columns and rows. Projects are in the rows and Scenarios are in the columns.

Use LTD calendar.

Note: 

The report was rewritten into a new template. In Financial Reporting, go to Dashboards > GL Financial Reporting > Financial Reporting Home.

See New Financial EPM Platform reports.

Project Commitment Analysis This report has fixed columns and rows. Accounts are in the rows and Scenarios are in the columns.

Use LTD calendar.

Note: 

The report was merged with Budget to Actual and rewritten into a new template. In Financial Reporting, go to Dashboards > GL Financial Reporting > Financial Reporting Home. Select the Remaining Budget Evaluation report.

See New Financial EPM Platform reports.

Project Watch This is a project widget. This widget shows radial percentage charts for all of the projects that are defined with the watch attribute. Designed for use on a landing page.

Use LTD calendar.

Project List A list of all project reports using a columnar display. Designed for use on a landing page.

Use LTD calendar.

You can click the arrow icon on each project row to change the display and go to the next level.

Use Refresh Data to change the data back to the top level.

Project Dimension Analysis You can use this report to change the dimension displayed in the report rows. The columns are fixed as Actuals, Encumbrances, Commitments, and Variance but the Scenarios are selectable

You have to select first the Project Structure to use in the report’s row before displaying the report.