Prerequisites and Parameters for BI Reporting

Prerequisites

The prerequisites to view the budget and earned value reports in the BI tool:

  • Currency rates must be defined in LN.
  • Financial calendars and periods for which budget/ cost is defined, must be defined in LN.
  • The projects for which the reports are generated must be activity-based.
  • Control data must be generated for the budget.
  • The actual cost data is transferred from the project cost ledger or the cost history sessions.
  • The baseline is defined to calculate the project performance and to time phase the project. The last approved baseline is considered the basis for time phasing and project performance report.
Parameters

Use the Parameters option to define the parameters to calculate the actual costs in the BI for the forecasting report.

Complete the following steps:

  1. Select the commitments to be added to the actual cost.
  2. Save the data using the [...] icon.

  3. The options to view the actual cost for which the report must be generated:

    • Actual Cost: Only the actual costs are displayed in the report.
    • Actual Cost + Hard commitment: The sum of the actual costs and hard commitments is displayed.
    • Actual Cost + Hard Commitment + Soft commitment: The sum of the actual costs, hard commitments and soft commitments is displayed.
Note

When you modify this parameter, the data is updated in the BI reports.