Project Ledger standard application reports and lists

Project Ledger information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard application reports and lists for Project Ledger. To find the reports, use the menu search. Search for the Report name unless a name is specified in the Menu name column.

Report name Description Menu name
Expiring Deliverables View a list of deliverables for project funding. Use the search feature to find records that expire by a specified date. Use this list to send email reminder to the person who is responsible for the deliverable. Click Send Due Date Notification to send an email. The email contains the funding source, the deliverable, the due date, and the comment. Project Funding Expiring Deliverables
Posting Projects View a list of all posting projects. n/a
Project Assignments View a list of projects in two formats:
  • Enterprise Projects: A view of employee assignments by period.
  • Project By Structure: A list of projects and a tab to view enterprise projects or projects by structure. The assignments and personnel, including employees and their roles, that are associated with a project are displayed in separate card views. The assignments include the employee photo, profile information, and the assignment dates for the project.
 Project List
Project Balances View a list of the account or dimension, and balances for posting projects:
  • Account Core Ledger or Account: Each tab contains list of the accounts and balances for posting projects. Includes a chart of expenses. Click the pie icon to change the chart to a list. To view the amounts in different currencies, double-click an entry.
  • Finance Dimension 3 and Finance Dimension 4: Each tab contains a list of transactions and balances.
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Project Billed Labor View billed transactions by posting projects that include a resource. Only standard line types are included. n/a
Project Capital Assets View a list of posting projects that are flagged for capitalization. Select a posting project to view the asset interface options, the asset dashboard, or the project assets. The icons display when records exist for the posting project.

Asset Interface Option shows a list of the asset interface controls for the for the posting project. New interface controls can also be created.

Asset shows the asset dashboard.

Project Asset shows a list of assets for the posting project.

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Project Commitments View all requisitions, purchase orders, payables invoices, salary encumbrances, and manual encumbrances for a project. n/a
Project Employees View all project employees. Open an employee record to view their labor distribution setup and project assignments. n/a
Project Funding List View the funding sources and the associated project contracts on these tabs:
  • Enterprise Project Funding List: Shows only the funding sources for the enterprise structure.
  • Project Funding Sources By Structure: Shows the funding sources with a pie chart that shows which project contracts are associated with the funding source. When you place your pointer over the pie chart, the amount of the funding source for the project contract is displayed.
  • Posting Project Funding List: Shows only posting projects and includes the person responsible at the posting level.
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Project Labor History View labor history on these tabs:

Labor Distribution: A view of labor distribution for PR system code by employee. A view of employee assignments by period.

Project Assignment Labor: Provides a view of the employee assignments by period. The actual percent value originates from the ProjectAssignmentLabor business class. It shows the most recent distribution percent. Use Drill Around® to view the history.

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Project Personnel View employees and their respective roles. n/a
Project Vendor Contracts View a list of the vendors that are assigned to the project contract. Vendors can be contractors, suppliers, or any other relation to the project contract. Summary project contracts and posting projects are displayed. Select a posting project and the vendor contracts associated with the posting project are displayed. n/a

This table contains the dimension analysis reports for Project Ledger. These reports include the ability to pivot. To find the reports, use the menu search. Search for the Report name unless a name is specified in the Menu name column.

For more information about pivot analysis reports, see the Global Ledger User Guide.

Report name Description Menu name
Account Analysis You can select the structures, dimensions, filters, period, and year. Account Analysis and then click the Analyze Accounts link in the Analyze Accounts column
Project Amount Analysis Compare the previous period amount, the current period amount, the year to date amount, and the life to date amount. You can select the structures, dimensions, filters, period, and year. n/a
Project Budget Analysis Compare the actual amounts to budget amounts. You can select the account, the <account category>, and the <funding source> dimensions. n/a
Project Trend Analysis View a trend of project amounts by the selected option:
  • Last 3 months
  • By months
  • Last 3 quarters
  • By quarters

You can select the structures, dimensions, filters, period, and year.

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Analysis reports:
  • <Dimension One> Analysis
  • <Accounting Unit> Analysis
 These reports are included:
  • Compare Analysis: View current period to previous period by beginning balance, period balance, and ending balance for functional amount measure.
  • Period Over Period Analysis: View current period to previous period by beginning balance, period balance, and ending balance for functional amount measure.
  • Variance Analysis: View current period to previous period with variance and current year to previous year with variance.
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