Reports

Infor BI provides various reports to help project managers monitor the overall progress of a project.

Setting filters for the BI reports

	Setting filters for the BI reports To generate the reports, you must select the following range of data: Currency Type: The four types of currencies that you can use to display the data in the reports: Base Currency : A standard or a reference currency used to express the budget data. Project Currency : The default currency of the project. The report is always displayed in project currency. Reporting Currency : The currency used to express the data in the reports. Transaction Currency : The currency used in the transactions. Company The range of company codes, for which the report must be generated. Project The range of project codes, for which the report must be generated. Status The range of the project statuses for which the report must be generated. Contract The range of contract codes, for which the report must be generated. Contract Type The contract types for which the report must be generated. Status The contract status for which the report must be generated. Sold-to Business Partner The range of sold-to business partner codes, for which the report must be generated. Contract Manager The range of contract manager codes, for which the report must be generated. Invoice Type The invoice types, for which the report must be generated. Sales Office The range of sales office codes, for which the report must be generated. Group The range of groups, for which the report must be generated. Acquiring Method The range of the acquiring methods for which the report must be generated. Financing Method The range of the financing methods for which the report must be generated. Business Sector The range of the business sectors for which the report must be generated. Geographical Area The range of the geographical areas for which the report must be generated. Category The range of the categories for which the report must be generated. Program The range of the programs for which the report must be generated. Project Manager The range of project managers for which the report must be generated. Actual Cost The options to view the actual costs 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.

Budget vs. Actual

Budget vs Actual by Project

	Budget vs Actual by Project The Budget vs Actual by Project report displays the actual cost against the available budget for the selected project. Select the required project and click Budget vs Actual by Project/ Activity to view the report. To generate the report, specify: Company The code of the company. Currency Type The type of the currency used for the project. Project The code of the project (range) for which the budget report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector The area of commercial endeavour. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the project. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. Actual Cost Actual Cost = Actual Cost + Hard Commitment or Actual Cost = Actual Cost + Hard Commitment + Soft Commitment The report displays: Project The project for which the report is generated. Currency The project currency. Budget The budget allocated to the selected project. Actual Cost The actual cost incurred on the project. Balance Budget Amount The balance amount calculated using the formula: (Budget - Actual Cost) % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Budget vs Actual by Project/ Activity

	Budget vs Actual by Project/ Activity The Budget vs Actual by Project/ Activity report displays the actual cost against the available budget for the project, at the activity level. Select the required activity and click Budget vs Actual by Project / Activity / Cost Component or Budget vs Actual by Project / Activity / Control Code to view the report for: The budget vs actual data at the project/ activity/ cost component level The budget vs actual data at the project/ activity/ control code level To generate the report, specify: Company The code of the company. Currency Type The type of the currency used for the project. Project The code of the project for which the report is generated. The report displays: Activity The activity linked to the project. Status The status of the budget. Currency The project currency. Budget The budget allocated to the selected project. Actual Cost The actual cost incurred on the project. Balance Budget Amount The balance amount calculated using the formula: (Budget - Actual Cost) % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Budget vs Actual by Project/ Activity/ Cost Component

	Budget vs Actual by Project/ Activity/ Cost Component The Budget vs Actual by Project/ Activity/ Cost Component report displays the actual cost against the available budget for the project, at the cost component level. To generate the report, specify: Company The code of the company. Currency Type The type of the currency used for the project. Project The code of the project for which the report is generated. Activity The activity linked to the project. The report displays this data: Cost Component The cost component linked to the project. Currency The project currency. Budget The budget allocated to the selected project. Actual Cost The actual cost incurred on the project. Balance Budget Amount The balance amount calculated using the formula: (Budget - Actual Cost) % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Budget vs Actual by Project/ Activity/ Control Code

	Budget vs Actual by Project/ Activity/ Control Code The Budget vs Actual by Project/ Activity/ Control Code report displays the actual cost against the available budget for the project, at the control code level. To generate the report, specify: Company The code of the company. Currency Type The type of the currency used for the project. Project The code of the project for which the report is generated. Activity The activity linked to the project. The report displays this data: Control Code The control code linked to the project. Currency The project currency. Budget The budget allocated to the selected project. Actual Cost The actual cost incurred on the project. Balance Budget Amount The balance amount calculated using the formula: (Budget - Actual Cost) % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Budget vs Actual Hours by Project

	Budget vs Actual Hours by Project The Budget vs Actual Hours by Project report displays the planned hours against the actual hours of the project, for the available budget. Select the required project and click Budget vs Actual Hours by Project/ Activity to view the report. To generate the report, specify: Company The code of the company. Project The code of the project (range) for which the report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector An area of commercial endeavour. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the project. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. The report displays: Project The code of the project for which the report is generated. Planned Hours The budgeted hours required for the completion of the project. Actual Hours The actual hours utilized for the completion of the project. Balance Hours The balance hours calculated using the formula: (Planned Hours - Actual Hours) Budget % The balance amount expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Budget vs Actual Hours by Project/ Activity

	Budget vs Actual Hours by Project/ Activity The Budget vs Actual Hours by Project/ Activity report displays the planned hours against the actual hours of the project for the available budget at the activity level. Select the required activity and click Budget vs Actual Hours by Project / Activity / Cost Component or Budget vs Actual Hours by Project / Activity / Control Code level to view the report for: The budget vs actual hours data at project/ activity / cost component level The budget vs actual hours data at project/ activity / control code level To generate the report, specify: Company The code of the company. Project The code of the project for which budget report must be generated. The report displays: Activity The activity linked to the project. Status The status of the budget. Planned Hours The budgeted hours required for the completion of the project. Actual Hours The actual hours utilized for the completion of the project. Balance Hours The balance hours calculated using the formula: (Planned Hours - Actual Hours) Budget % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Budget vs Actual Hours by Project/ Activity/ Cost Component

	Budget vs Actual Hours by Project/ Activity/ Cost Component The Budget vs Actual Hours by Project/ Activity/ Cost Component report displays the planned hours against the actual hours of the project for the available budget, at the cost component level. To generate the report, specify: Company The code of the company. Project The code of the project for which the budget report is generated Activity The activity linked to the project. The report displays: Cost Component The cost component linked to the project. Planned Hours The budgeted hours required for the completion of the project. Actual Hours The actual hours utilized for the completion of the project. Balance Hours The balance hours calculated using the formula: (Planned Hours - Actual Hours) Budget % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Budget vs Actual Hours by Project/ Activity/ Control Code

	Budget vs Actual Hours by Project/ Activity/ Control Code The Budget vs Actual Hours by Project/ Activity/ Control Code report displays the planned hours against the actual hours of the project for the available budget, at the control code level. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated Activity The activity linked to the project. The report displays: Control Code The control code linked to the project. Planned Hours The budgeted hours required for the completion of the project. Actual Hours The actual hours utilized for the completion of the project. Balance Hours The balance hours calculated using the formula: (Planned Hours - Actual Hours) Budget % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Note

In the graphical representation of the budget, the percentage of balance budget amount is indicated using various colours:

Blue - : Percentage of the budget used for the project.
Yellow - : Percentage of the budget available for the project.
Red - : Percentage of the available budget for the project is negative.

Time Phased Performance

Time Phased Project Performance

	Time Phased Project Performance The Time Phased Project performance report allows you to review the time phased budget and the actual cost data of the project for the current and the cumulative periods. Time phasing is based on the Earned Value (EV) method specified for the activity. Select the required project and click Time Phased Budget vs Actuals by Project/ Activity to view the report. To generate the report, specify: Currency Type The type of the currency used for the project. Company The code of the company. Project The code of the project (range) for which the report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector An area of commercial endeavour. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the project. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. Actual Cost Actual Cost = Actual Cost + Hard Commitment or Actual Cost = Actual Cost + Hard Commitment + Soft Commitment The report displays this data: Project The code of the project for which the report is generated. Currency The project currency. Note: This value is based on the Currency Type, selected in the settings. Period/ Cumulative Year The current/ cumulative year for which report is generated. Period The current/ cumulative period of the year for which report is generated. Budget The budget allocated to the project in the current/ cumulative period. Actual Cost The actual cost incurred on the project in the current/ cumulative period. Balance Budget The balance amount in the current/ cumulative period, calculated using the formula: (Budget - Actual Cost) Balance Budget % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Time Phased Budget vs Actuals by Project/ Activity

	Time Phased Budget vs Actuals by Project/ Activity The Time Phased Budget vs Actuals by Project/ Activity report displays the time phased budget and actual cost data of the project for the current and the cumulative periods, at the activity level. Time phasing is based on the Earned Value (EV) method specified for the activity. Select the required activity and click Time Phased Budget vs Actuals by Project/ Activity/ Cost Component report or Time Phased Budget vs Actuals by Project/ Activity/ Control Code to view the report for: The time phased budget vs actual cost data at the project/ activity/ cost component level The time phased budget vs actual cost data at the project/ activity/ control code level To generate the report, specify: Company The code of the company. Currency Type The type of the currency based on which the report is generated. Project The code of the project for which budget report is generated Period (Monthly) The periods of the year (range) for which report is generated. The report displays this data: Activity (Description) The activity linked to the project. Currency The project currency. Note: This value is based on the Currency Type, selected in the settings. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Budget The budget allocated to the project in the current/ cumulative period. Actual Cost The actual cost incurred on the project in the current/ cumulative period. Balance Budget The balance amount in the current/ cumulative period, calculated using the formula: (Budget - Actual Cost) Balance Budget % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Time Phased Budget vs Actuals by Project/ Activity/ Cost Component

	Time Phased Budget vs Actuals by Project/ Activity/ Cost Component The Time Phased Budget vs Actuals by Project/ Activity/ Cost Component report displays the time phased budget data and actual cost data of the project for the current and the cumulative periods, at the cost component level. Time phasing is based on the Earned Value (EV) method defined for the activity. To generate the report, specify: Company The code of the company. Currency Type The type of the currency used by the project. Project The code of the project for which the report is generated Activity The code of the activity linked to the project. Period (Monthly) The periods of the year (range) for which report is generated. The report displays: Cost Component (Description) The cost component linked to the project. Currency The project currency. Note: This value is based on the Currency Type, selected in the settings. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Budget The budget allocated to the project in the current/ cumulative period. Actual Cost The actual cost incurred on the project in the current/ cumulative period. Balance Budget The balance amount in the current/ cumulative period, calculated using the formula: (Budget - Actual Cost) Balance Budget % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Time Phased Budget vs Actuals by Project/ Activity/ Control Code

	Time Phased Budget vs Actuals by Project/ Activity/ Control Code The Time Phased Budget vs Actuals by Project/ Activity/ Control Code report displays the time phased budget data and actual cost data of the project for the current and the cumulative periods, at the control code level. Time phasing is based on the Earned Value (EV) method specified for the activity. To generate the report, specify: Company The code of the company. Currency Type The type of the currency based on which the report is generated. Project The code of the project for which budget report is generated Activity The code of the activity linked to the project. Period (Monthly) The periods of the year (range) for which report is generated. The report displays this data: Control Code (Description) The control code linked to the project. Currency The project currency. Note: This value is based on the Currency Type, selected in the settings. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Budget The budget allocated to the project in the current/ cumulative period. Actual Cost The actual cost incurred on the project in the current/ cumulative period. Balance Budget The balance amount in the current/ cumulative period, calculated using the formula: (Budget - Actual Cost) Balance Budget % The balance amount expressed as a percentage: ((Budget - Actual Cost)/ Budget))*100

Time Phased Hours by Project

	Time Phased Hours by Project The Time Phased performance report allows you to review the time phased budget data and the actual hours utilized for the project in the current and the cumulative periods. Time phasing is based on the Earned Value (EV) method, specified for the activity. Select the required project and click Time Phased Hours by Project/ Activity to view the report. To generate the report, specify: Company The code of the company. Project The code of the project (range) for which the report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector The section of economy related to business and corporate organizations. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the project. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. The report displays: Project The code of the project for which the report is generated. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Planned Hours The estimated number of hours required for the completion of the project in the current/ cumulative period. Calculations are based on the Earned Value (EV) method, defined on the activity. Actual Hours The actual hours used to complete the project in the current/ cumulative period. Balance Hours The balance hours in the current/ cumulative period, calculated using the formula: (Planned Hours - Actual Hours) Balance Hours % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Time Phased Hours by Project/ Activity

	Time Phased Hours by Project/ Activity The Time Phased Hours by Project/ Activity report displays the time phased budget data and the actual hours utilized for the project in the current and the cumulative periods at the activity level. Time phasing is based on the Earned Value (EV) method, defined for the activity. Select the required activity and click Time Phased Hours by Project/ Activity/ Cost Component or Time Phased Hours by Project/ Activity/ Control Code to view the report for: The time phased budget data and the actual hours utilized for the project in the current and the cumulative periods at the project/ activity/ cost component level The time phased budget data and the actual hours utilized for the project in the current and cumulative periods at the project/ activity/ control code level To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated The report displays: Activity (Description) The activity linked to the project. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Planned Hours The estimated number of hours required for the completion of the project in the current/ cumulative period. Calculations are based on the Earned Value (EV) method, defined on the activity. Actual Hours The actual hours used to complete the project in the current/ cumulative period. Balance Hours The balance hours in the current/ cumulative period, calculated using the formula: (Planned Hours - Actual Hours) Balance Hours % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Time Phased Hours by Project/ Activity/ Cost Component

	Time Phased Hours by Project/ Activity/ Cost Component The Time Phased Hours by Project/ Activity/ Cost Component report displays the time phased budget data and the actual hours utilized for the project in the current and the cumulative periods, at the cost component level. Time phasing is based on the Earned Value (EV) method, specified for the activity. Note At the cost component level and the control code level, the time phased hours report is displayed only for the cost type; Labor. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated. Activity (Description) The activity linked to the project. The report displays: Cost Component (Description) The cost component linked to the project. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Planned Hours The estimated number of hours required for the completion of the project in the current/ cumulative period. Calculations are based on the Earned Value (EV) method, defined on the activity. Actual Hours The actual hours used to complete the project in the current/ cumulative period. Balance Hours The balance hours in the current/ cumulative period, calculated using the formula: (Planned Hours - Actual Hours) Balance Hours % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours))/ Planned Hours))*100

Time Phased Hours by Project/ Activity/ Control Code

	Time Phased Hours by Project/ Activity/ Control Code The Time Phased Hours by Project/ Activity/ Control Code report displays the time phased budget data and the actual hours utilized for the project in the current and the cumulative periods, at the control code level. Time phasing is based on the Earned Value (EV) method, specified for the activity. Note At the cost component level and the control code level, the time phased hours report is displayed only for the cost type; Labor. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated Activity (Description) The activity linked to the project. The report displays: Control Code (Description) The control code linked to the project. Period/ Cumulative Year The current/ cumulative year for which the report is generated. Period The current/ cumulative period of the year for which the report is generated. Planned Hours The estimated number of hours required for the completion of the project in the current/ cumulative period. Calculations are based on the Earned Value (EV) method, defined on the activity. Actual Hours The actual hours used to complete the project in the current/ cumulative period. Balance Hours The balance hours in the current/ cumulative period, calculated using the formula: (Planned Hours - Actual Hours) Balance Hours % The balance hours expressed as a percentage: ((Planned Hours - Actual Hours)/ Planned Hours))*100

Cost Forecast

Cost Forecast by Project

	Cost Forecast by Project The Cost Forecast report allows the project manager to analyze the expected future costs, the total cost required to complete the project and determine the budget variance. Select the required project to view the forecast data of the project at the activity level. To generate the report, specify: Currency Type The type of the currency based on which the report is generated. Company The code of the company. Project The project (range) for which the report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector The section of economy related to business and corporate organizations. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the projects. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. The report displays this data: Budget The budget data is based on the last approved version in the BI. Actual Cost The cost data is populated from Infor LN Progress The project progress data is populated from Infor LN. Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Cost Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted amount and the estimated amount at the end of the project. Variance At Completion = Budget - Estimate At Completion

Cost Forecast by Project/ Activity

	Cost Forecast by Project/ Activity The Cost Forecast by Project/ Activity report allows the project manager to analyze the expected future costs, the total cost required to complete the project and determine the budget variance, at the activity level. Select the required activity to view the forecast data of the project at the project/ activity/ control code level. To generate the report, specify: Company The code of the company. Project The project (range) for which budget report is generated. Currency Type The type of the currency based on which the report is generated. The report displays this data: Activity (Description) The activity linked to the project. Progress % The project progress data populated from Infor LN. Currency The currency used to display the data in the report. Note: This value is based on the selected Currency Type. Budget The budget data is based on the last approved version in the BI. Actual Cost The cost data is populated from Infor LN Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Cost Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted amount and the estimated amount at the end of the project. Variance At Completion = Budget - Estimate At Completion

Cost Forecast by Project/ Activity/ Control Code

	Cost Forecast by Project/ Activity/ Control Code The Cost Forecast by Project/ Activity/ Control Code report allows the project manager to analyze the expected future costs, the total cost required to complete the project and determine the budget variance, at the control code level. To generate the report, specify: Company The code of the company. Project The project (range) for which budget report is generated. Activity (Description) The activity linked to the project. Currency Type The type of the currency used to display the data in the report. The report displays this data: Control Code (Description) The control code linked to the project. Currency The currency used to display the data in the report. Note: This value is based on the selected Currency Type. Budget The budget data is based on the last approved version in the BI. Actual Cost The cost data is populated from Infor LN. Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Cost Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted amount and the estimated amount at the end of the project. Variance At Completion = Budget - Estimate At Completion

Hours Forecast by Project

	Hours Forecast by Project The Hours Forecast by Project report allows the project manager to analyze the planned hours, the actual hours utilized to complete the project and determine the variance, for the specified range of data. Select the required project to view the hours forecast data of the project at the activity level. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated. Status The project status. Acquiring Method The method used to acquire the project. Financing Method The financing method used for the project. Business Sector An area of commercial endeavor. Projects can be categorized based on the business sector. Geographical Area The geographical area associated with the project. Category The user-defined classification of the project. Program A group of related projects managed in a coordinated way to obtain more benefits and control. Project Manager The employee who manages the project. The report displays: Project The project for which the forecast report is generated. Planned Hours The budgeted number of hours required for the completion of the project. Actual Hours The actual number of hours utilized to complete the project. Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Hours Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted hours and the estimated hours, at the completion of the project. Variance At Completion = Planned Hours - Estimate At Completion

Hours Forecast by Project/ Activity

	Hours Forecast by Project/ Activity The Hours Forecast by Project/ Activity report helps the project manager to analyze the planned hours, the actual hours utilized to complete the project and determine the variance; at the activity level. Select the required activity to view the hours forecast data of the project at the project/ activity/ control code level. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated. The report displays: Activity (Description) The activity linked to the project. Progress % The project progress data populated from LN. Planned Hours The budgeted number of hours required for the completion of the project. Actual Hours The actual number of hours utilized to complete the project. Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Hours Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted hours and the estimated hours, at the completion of the project. Variance At Completion = Planned Hours - Estimate At Completion

Hours Forecast by Project/ Activity/ Control Code

	Hours Forecast by Project/ Activity/ Control Code The Hours Forecast by Project/ Activity/ Control Code report allows the project manager to analyze the planned hours, the actual hours utilized to complete the project and determine the variance; at the control code level. Note The hours forecast report at the control code level is displayed only for the cost type, Labor. To generate the report, specify: Company The code of the company. Project The code of the project for which the report is generated. Activity (Description) The activity linked to the project. The report displays: Control Code (Description) The control code linked to the project. Planned Hours The estimated number of hours required for the completion of the project. Actual Hours The actual number of hours utilized to complete the project. Forecast Estimate To Complete (ETC) Estimate To Complete is the additional cost incurred for an activity or a project. Estimate To Complete = Estimate At Completion - Actual Hours Estimate At Completion (EAC) Estimate At Completion is the total cost incurred for an activity or a project. Variance At Completion (VAC) Variance At Completion is the difference between the budgeted hours and the estimated hours, at the completion of the project. Variance At Completion = Planned Hours - Estimate At Completion

Earned Value Management

Project Performance

The Project Performance report allows you to review the performance indices of the project. These are calculated using the earned value and the variance data for the current and cumulative periods.

Select the required project and click Project Performance by Project/ Activity or Project Performance by Project/ OBS to view the report for:

The performance data of the project at the activity level
The performance data of the project at the organization breakdown structure (OBS) level

To generate the report, specify:

Currency Type
The type of the currency used to display the data in the reports.
Company
The code of the company.
Project
The code of the project for which the report is generated.
Status
The project status.
Acquiring Method
The method used to acquire the project.
Financing Method
The financing method used for the project.
Business Sector
The section of economy related to business and corporate organizations. Projects can be categorized based on the business sector.
Geographical Area
The geographical area associated with the project.
Category
The user-defined classification of the project.
Program
A group of related projects managed in a coordinated way to obtain more benefits and control.
Project Manager
The employee who manages the project.

Actual Cost

Actual Cost = Actual Cost + Hard Commitment

Actual Cost = Actual Cost + Hard Commitment + Soft Commitment

The report displays this data:

Project
The code of the project for which the report is generated.
Currency
The currency in which the report data is displayed. Note: This value is based on the selected Currency Type.
Period/ Cumulative
- Year
  The current/ cumulative year for which the report is generated.
- Period
  The current/ cumulative period of the year for which the report is generated.
- Planned Value
  The amount of work planned in the current/ cumulative period.
- Earned Value
  The amount of work completed in the current/ cumulative period.
- Actuals
  The actual cost incurred for the task in the current/ cumulative period.
- Cost variance
  The difference between the estimated cost and the actual cost incurred for the task.
```
Cost variance = Earned value - Actual
				costs
```
- Schedule variance
  The time period by which a project is ahead of or behind the schedule.
```
Schedule variance = Earned value – Planned
				value
```
Cost Performance Index
The index is calculated by dividing earned value with actual cost.
Schedule Performance Index
The index is calculated by dividing earned value with planned value.

EV Method in Infor LN	EV calculation is based on
Percent Complete	Progress defined in Infor LN for the activity
Start and End Percent	Start and end date of the activity
Milestone	Milestone completion date
Level of Effort	Effort to complete the project
Apportioned	Distribution of the Earned value

Project Performance by Project/ Activity

The Project Performance by Project/ Activity report displays the performance indices. These are calculated using the earned value and variance data of the project for the current and cumulative periods, at the activity level.

To generate the report, specify:

Company
The code of the company.
Project
The code of the project for which the report is generated.
Currency Type
The type of the currency based on which the report is generated.
Period (Monthly)
The period (range) of the year for which the report is generated.

The Project Performance report displays this data:

Activity (Description)
The activity linked to the project.
Currency
The currency in which the report data is displayed. Note: This value is based on the selected Currency Type.
Period/ Cumulative
- Year
  The current/ cumulative year for which the report is generated.
- Period
  The current/ cumulative period of the year for which the report is generated.
- Planned Value
  The amount of work planned in the current/ cumulative period.
- Earned Value
  The amount of work completed in the current/ cumulative period.
- Actuals
  The actual cost incurred for the task in the current/ cumulative period.
- Cost variance
  The difference between the estimated cost and the actual cost incurred for the task.
```
Cost variance = Earned value - Actuals
```
- Schedule variance
  The time period by which a project is ahead of or behind the schedule.
```
Schedule variance = Earned Value - Planned Value
```
Cost Performance Index
The cost performance index is calculated by dividing earned value with actual cost.
Schedule Performance Index
The schedule performance index is calculated by dividing earned value with planned value.

EV Method in Infor LN	EV calculation is based on
Percent Complete	Progress defined in Infor LN for the activity
Start and End Percent	Start and end date of the activity
Milestone	Milestone completion date
Level of Effort	Effort to complete the project
Apportioned	Distribution of the Earned value

Project Performance by Project/ OBS

The Project Performance by Project/ OBS report displays the performance indices of the project. These are calculated using the earned value and the variance data of the project for the current and cumulative periods, at the organization breakdown structure (OBS) level.

To generate the report, specify:

Company
The code of the company.
Project
The code of the project for which the report is generated.
Currency Type
The type of the currency used to display the data in the reports.
Period (Monthly)
The period (range) of the year for which the report is generated.

The report displays this data:

OBS (Description)
The organization breakdown structure (OBS) linked to the project.
Currency
The currency in which the report data is displayed. Note: This value is based on the selected Currency Type.
Period/ Cumulative
- Year
  The current/ cumulative year for which the report is generated.
- Period
  The current/ cumulative period of the year for which the report is generated.
- Planned Value
  The amount of work planned in the current/ cumulative period.
- Earned Value
  The amount of work completed in the current/ cumulative period.
- Actuals
  The actual cost incurred for the task in the current/ cumulative period.
- Cost variance
  The difference between the estimated cost and the actual cost incurred for the task.
```
Cost variance = Earned value - Actuals
```
- Schedule variance
  The time period by which a project is ahead of or behind the schedule.
```
Schedule variance = Earned Value - Planned Value
```
Cost Performance Index
The index is calculated by dividing the earned value with actual cost.
Schedule Performance Index
The index is calculated by dividing the earned value with planned value.

EV Method in Infor LN	EV calculation is based on
Percent Complete	Progress defined in Infor LN for the activity
Start and End Percent	Start and end date of the activity
Milestone	Milestone completion date
Level of Effort	Effort to complete the project
Apportioned	Distribution of the Earned value

Project Scheduling

	Project Scheduling The project schedule status allows the project manager to track the project schedule and identify variances for the project, if any. The report allows you to review the project performance with respect to the schedule adherence. To view the report, specify: Company The code of the company. Project The code of the project for which the report is generated. Baseline ID The ID of approved project baseline. Baseline Execution Index A measure of baseline execution of the project. Milestone Execution Index A measure of milestone execution of the project. The report displays this data: Activity (Description) The activity linked to the project. Type The type of activity. Duration (Days) The duration of the activity in the project. Base Line Start Date The start date of the activity, as specified in the baseline. Base Line Finish Date The end date of the activity, as specified in the baseline. Actual Start Date The date when the activity is started. Expected Finish Date The date when the activity is expected to finish. This date is the Scheduled Finish Date populated from Infor LN. Actual Finish Date The date when the activity is completed. Start Variance The number of days by which the activity starts prior to or later than the planned date. Start Variance = Baseline Start Date - Actual Start Date Finish Variance The number of days by which the activity is expected to finish prior to or later than the planned date. Finish Variance = Baseline Finish Date - Expected Finish Date

Ad hoc Analysis

	Ad hoc Analysis The Ad hoc analysis report allows you to review the expected, actual and balance budget data for a specific project. Note To review these reports, adhering to the pre-defined sequence is not mandatory. To view the report, specify: Currency_Type The type of the currency based on which the budget data is analyzed. Control_Code The control code linked to the project. Cost_Component The cost component linked to the project. Project The code of the project that must be analyzed. Activity The activity linked to the project. OBS The organization breakdown structure (OBS) linked to the project. Actual Cost Actual Cost = Actual Cost + Hard Commitment or Actual Cost = Actual Cost + Hard Commitment + Soft Commitment The Ad-Hoc Analysis report displays this data: Company The code of the company. Currency The project currency. Budget The budget allocated to the project. Actuals The actual cost incurred on the project. Balance Budget The balance amount of the budget calculated using the formula: Balance Budget = Budget - Actuals