Project reports

Tab	Description	Template
Project Obligations	Select a reporting setting and click the icon to show the obligations report. EPM Platform data from the analytics cube and detail from the selected line are displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.	A report of balances by commitments, encumbrances, and actuals. Total obligations are compared to budget and provide budget remaining.
Project Variance	Select the reporting setting and click the icon to show the variance between budget and actuals. EPM Platform data from the analytics cube and detail from the selected line displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.	Compares actuals to budget and calculates variance. You can assign colors or alerts to variance percentages to identify projects where the remaining percent is above tolerance.
Project Period Comparison	Select the reporting setting and click the icon to show the comparison between the periods that are selected in the reporting settings. EPM Platform data from the analytics cube and detail from the selected line are displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.	Compares actual to budget, calculating costs to complete, and percent complete. Use with percent complete revenue recognition to compare earned revenue with previously recognized and revenue to be recognized. Project reporting settings that do not have a defined enterprise structure are not displayed.
Project Contracts	View a list of all project contracts. Open a contract to view details. This list shows some of the information: Contract amount Invoice amounts Revenue recognized amount Whether revenue is recognized as combined or separate Revenue method Billing method Contract status
Contract Percent Complete	Select the reporting setting and click the icon to show the percent that is complete. Only contracts that have the same currency as the reporting currency are displayed to ensure that the calculations are in the contract currency. EPM Platform data from the analytics cube is displayed including the budget, actual, cost to complete, and percent complete. This report also includes the earned revenue, previously recognized revenue, and revenue recognized amounts. The previously recognized revenue includes draft and journalized revenue amounts. This information is available when revenue recognition is run based on the percent complete.	Compares actual to budget, calculating costs to complete, and percent complete. Use with percent complete revenue recognition to compare earned revenue with previously recognized and revenue to be recognized. Project reporting settings that do not have a defined enterprise structure are not displayed.
Contract Gross Margin	Select the reporting setting and click the icon to show the gross margin. Only contracts that have the same currency as the reporting currency are displayed to ensure that the calculations is in the contract currency. The page shows the EPM Platform data from the analytics cube. The budget, actual, cost to complete, gross margin amounts, gross margin percent, and the estimated revenue amount are displayed. Actual = total posted costs based on the parameters for the reporting setting selected Gross Margin Amount = Contract Amount - Actual	Compares actual to budget, calculating costs to complete, and gross margin. Use with percent complete revenue recognition to calculate estimated revenue. Project reporting settings that do not have a defined enterprise structure are not displayed.
Requisitions	View all requisition line distributions for the selected posting project. Select the requisition record to view the details. Select the requisition line number to view the line details.
Purchase Orders	View all purchase order lines for the selected posting project. Select the purchase order record to view the details. Select the purchase order line number to view the line details.
Cash Ledger Distributions	View all cash ledger payment lines for the selected posting project. Click the payment link to view the details.
Payables Invoices	View all payable invoice lines for the selected posting project. Select the payable invoice record to view the details. Select the payable invoice distribution record to view the line details.
Commitments And Encumbrances	View all commitments and encumbrances by system. Select the document number to view the distribution details. The report can be filtered by attributes of the commitments.
Commitments And Encumbrances Search	View all commitments and encumbrances by system code. Select the filter to narrow the search. This list includes a filter for Search Group.
Schedule Of Federal Awards	Select the reporting settings to show the schedule of federal awards. A list of project contracts and the project funding is displayed with a comparison of the expenditures to the funding. Click Search to filter the data. This tab is the Grant Federal report for the Schedule of Expenditures of Federal Awards, or SEFA. The schedule of federal awards report is a worksheet that is used to create the SEFA report. The worksheet is a tool to create the final SEFA.	A list of project contracts and the project funding with a comparison of the expenditures to the funding is displayed.

Project Obligations

Select a reporting setting and click the icon to show the obligations report.

EPM Platform data from the analytics cube and detail from the selected line are displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.

A report of balances by commitments, encumbrances, and actuals. Total obligations are compared to budget and provide budget remaining.

Project Variance

Select the reporting setting and click the icon to show the variance between budget and actuals.

EPM Platform data from the analytics cube and detail from the selected line displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.

Compares actuals to budget and calculates variance. You can assign colors or alerts to variance percentages to identify projects where the remaining percent is above tolerance.

Project Period Comparison

Select the reporting setting and click the icon to show the comparison between the periods that are selected in the reporting settings.

EPM Platform data from the analytics cube and detail from the selected line are displayed. The data is based on the reporting settings. If the data is not displayed or is not as expected, then verify the project reporting settings. Verify the selected budget scenario, summary account, and reporting period.

Compares actual to budget, calculating costs to complete, and percent complete. Use with percent complete revenue recognition to compare earned revenue with previously recognized and revenue to be recognized. Project reporting settings that do not have a defined enterprise structure are not displayed.

Project Contracts

View a list of all project contracts. Open a contract to view details. This list shows some of the information:

Contract amount
Invoice amounts
Revenue recognized amount
Whether revenue is recognized as combined or separate
Revenue method
Billing method
Contract status

Contract Percent Complete

Select the reporting setting and click the icon to show the percent that is complete. Only contracts that have the same currency as the reporting currency are displayed to ensure that the calculations are in the contract currency.

EPM Platform data from the analytics cube is displayed including the budget, actual, cost to complete, and percent complete. This report also includes the earned revenue, previously recognized revenue, and revenue recognized amounts. The previously recognized revenue includes draft and journalized revenue amounts. This information is available when revenue recognition is run based on the percent complete.

Compares actual to budget, calculating costs to complete, and percent complete. Use with percent complete revenue recognition to compare earned revenue with previously recognized and revenue to be recognized. Project reporting settings that do not have a defined enterprise structure are not displayed.

Contract Gross Margin

Select the reporting setting and click the icon to show the gross margin. Only contracts that have the same currency as the reporting currency are displayed to ensure that the calculations is in the contract currency.

The page shows the EPM Platform data from the analytics cube. The budget, actual, cost to complete, gross margin amounts, gross margin percent, and the estimated revenue amount are displayed.

Actual = total posted costs based on the parameters for the reporting setting selected

Gross Margin Amount = Contract Amount - Actual

Compares actual to budget, calculating costs to complete, and gross margin. Use with percent complete revenue recognition to calculate estimated revenue. Project reporting settings that do not have a defined enterprise structure are not displayed.

Requisitions

View all requisition line distributions for the selected posting project. Select the requisition record to view the details. Select the requisition line number to view the line details.

Purchase Orders

View all purchase order lines for the selected posting project. Select the purchase order record to view the details. Select the purchase order line number to view the line details.

Cash Ledger Distributions

View all cash ledger payment lines for the selected posting project.

Click the payment link to view the details.

Payables Invoices

View all payable invoice lines for the selected posting project. Select the payable invoice record to view the details. Select the payable invoice distribution record to view the line details.

Commitments And Encumbrances

View all commitments and encumbrances by system. Select the document number to view the distribution details. The report can be filtered by attributes of the commitments.

Commitments And Encumbrances Search

View all commitments and encumbrances by system code. Select the filter to narrow the search. This list includes a filter for Search Group.

Schedule Of Federal Awards

Select the reporting settings to show the schedule of federal awards. A list of project contracts and the project funding is displayed with a comparison of the expenditures to the funding.

Click Search to filter the data.

This tab is the Grant Federal report for the Schedule of Expenditures of Federal Awards, or SEFA. The schedule of federal awards report is a worksheet that is used to create the SEFA report. The worksheet is a tool to create the final SEFA.

A list of project contracts and the project funding with a comparison of the expenditures to the funding is displayed.