11.1.1.7.1 ProjectAnalyticsProductGuide

1 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The following is intended to outline our general product

direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment
to deliver any material, code, or functionality, and should not
be relied upon in making purchasing decisions. The
development, release, and timing of any features or
functionality described for Oracle’s products remains at the
sole discretion of Oracle.
Project Analytics 11.1.1.7.1
Product Guide
Oracle BI Applications
Rapid Performance Insight
CRM ANALYTICS ERP ANALYTICS
SERVICE & HUMAN
SALES MARKETING FINANCIALS RESOURCES PROJECTS
CONTACT CENTER
• Pipeline Analysis • Campaign • General Ledger • Employee • Project Funding and
• Service Effectiveness
• Forecast Accuracy Effectiveness • Accounts Receivable Productivity Budget
• Customer Satisfaction
• • Customer Insight • Accounts Payable • Compensation • Product Cost
Up-sell/Cross-sell • Resolution Rates
• Cash Flow • Talent Management • Project Revenue
• Cycle Times • Product Propensity • Service Rep
Efficiency • Profitability • Recruiting Analysis • Project Billing
• Lead Conversion • Market Basket
Analysis • Service Cost • Expense • Learning Analysis • Project Profitability
• Sales Team Management
Effectiveness • Campaign ROI • Service Trends • Workforce Profile
SUPPLY CHAIN & PROCUREMENT & ENTERPRISE

PRICE LOYALTY MANUFACTURING ORDER MGMT SPEND ASSET
MANAGEMENT
• Price Segments • Member • Plan to Produce • Revenue & Backlog • Direct & Indirect
• Price Waterfall Demographics • Work Orders • Inventory Analysis Spend • Maintenance History
• Membership Trends • Inventory and WIP • Buyer Productivity
Analysis • Fulfillment Status • Maintenance Costing
• Promotion Cost • Quality • Contract Compliance
• Deal Life Cycle • Customer Status • Asset Genealogy
• Promotion • Resource Usage • Supplier Perf.
• Deal Desk Analysis • Order Cycle Time • Breakdown &
Effectiveness • Bill of Material • Purch. Cycle Time Preventive
• Product Pricing • BOM Analysis • Employee Expense
• Points Analysis • Costing • Quality
Performance
• Kanban • Inventory
ORACLE BUSINESS INTELLIGENCE FOUNDATION

SOURCE ADAPTERS: AND OTHER OPERATIONAL
AND ANALYTIC SOURCES
BI Apps are more than
Dashboards and Reports!
 The following is intended to provide just a documenting of the out

of the box BI Applications content
 It is not the final word in capabilities that the BI Applications offer
 Prebuilt content of the BI Applications also include rich subject
areas to build thousands of additional reports and dashboards
very quickly with little incremental effort
 Do not make decisions and judgments on capabilities of the BI
Applications just on this content alone
Deeper than Dashboards
Oracle BI Applications
1 Pre-Built Analytic Warehouse 2 Certified Application Integration
• Business Analytics Warehouse • Pre-mapped integration
• Over 100 star schemas • Fusion, EBS, PSFT, SEBL , JDE, SAP, IBM
• Designed for analysis and reporting • Role-based Security
3 Best Practice Metrics 4 Role-Based Dashboards

• Over 9,000 metrics • Over 500 Dashboards and Pages
• Additional pre-defined calculations • Over 3,000 reports
• Based on best practices • Across Lines of Business
More than just dashboards and reports
Answers unlocks limitless combinations
 Oracle Answers together with prebuilt

Subject Areas = Unlimited analysis
possibilities
 Almost limitless combinations of analysis
entities in support of business objectives
 Many metrics and dimensional attributes
not surfaced by prebuilt dashboards and
reports but in Subject Areas
More than just dashboards and reports
One Subject Area, Unlimited Possibilities
 Project Analytics – Project Cost: Same Subject Area, Different Analyses
Report showing trending of costs by Project
Report showing trending of costs by Task
Derived calculation in Oracle Answers
One Subject Area, Unlimited Possibilities
Derived calculations can be created in Oracle 99 standard ANSI SQL

Answers with simple expression builder functions can be leveraged
One more thing…
Even more value under the surface
Metrics used in Not all measures in
Reports & presentation layer used
Dashboards in reports & dashboards
Metrics in Subject Subset of logical measures are

Areas exposed in presentation layer
Metrics in Logical Aggregations, time series calculations and derived calculated

Layer measures extend physical measures
Metrics in Physical Measures from physical

Warehouse columns in data warehouse
Typical Effort & Customization balance
Additional dashboards and reports,
Dashboards & Reports guided and conditional navigations,
Easy iBots, etc.
Additional derived metrics, custom drill

OBIEE Metadata Moderate paths, exposing extensions in physical,
logical and presentation layer, etc.
Extension of DW Schema for

DW Schema Intermediate extension columns, additional
tables, aggregates, indices, etc.
ETL Extension of ETL for extension

Involved
columns, descriptive flexfields,
additional tables, etc.
Degree of
Customization Level of Effort
Project Analytics 11.1.1.7.1 Content (*)
• No. of dashboards 3
• No. of dashboard pages 28
• No. of reports 243
• No. of metrics 650+
• Project Executive • Project Management • Public Sector Projects

• Overview • Project Performance • Overview
• Profitability Management • Financial Management • Cost Management
• Cost Management • Budget Details • Budget Management
• Revenue Management • Cost Details • Billing Management
• Cross Charge Management • Revenue Details
• Resource Management • Profitability Details
• Competencies and Job Management • Funding & Billing
• Project Requirements • Cross Charge Details
• Resource Details • Resource Management
• Resource Schedule and Assignments • Cost Transactions
• Reconciliation • Revenue Transactions
• Journal Line Reconciliation • Budget Transactions
(*) The count of dashboards, pages, reports and metrics do not include the content of the Advanced Project Analytics dashboards. This content is show n in the last section of this document.
Roles Benefiting from Oracle Project Analytics
Project Project Public
Executive Management Sector
Primary: Primary: Primary:
• Project Executives • Project Managers • Project Executives
• Regional Mangers • Program Managers • Project Accountants
• Practice Directors • Grant Managers
• Project Accountants
• Billing Specialists
• Contract Managers
• Contract Administrators
• Operations Managers
Secondary:
• CEO, COO, CFO, VP Operations
• Partners & Senior Partners in Services firms
Project Executive Dashboard (1 of 2)
The Project Executive dashboard provides an organization view, and is designed to empower project executives by
providing the visibility and control they need to monitor the organization performance and the health of the projects that each
organization is responsible for, to improve profitability, and operate more efficiently.
Overview Profitability Management Cost Management Revenue Management Cross-Charge Management
Provides default aggregated view of Provides detailed cost information at the Provides detailed information on the cross-
information for all organizations, satisfying organization level and corresponding charges between organizations and
the dashboard filter criteria, with the ability projects with the ability to drill down to projects. It provides information showing
to drill down to project details that each projects, tasks and resources. It provides the profitability after cross-charges at the
organization is responsible for. It also cost comparisons of organizations, organization and project levels. Reports
provides a quick overview of Inception-to- programs, expenditure categories, and cost provide comparisons between current and
date performance, variances, and the variances by top projects, top resources, previous year and include drill down links
number of projects that each organization including trending with the ability to drill showing the components of the cross
is currently executing and their profitability down to details. charge cost and revenue amounts
and cost performance.
Provides detailed profitability information for Provides detailed Revenue, Billing and Funding
organizations and the projects they manage with the information at the organization level and corresponding
ability to drill down to projects, tasks and resources. It projects, with the ability to drill down to projects, tasks and
provides comparisons of profitability to budgets and resources. It provides revenue, billing and funding
forecasts and period over period changes in margin. comparisons of organizations, customers, programs and
This includes trending with the ability to drill down to revenue performance by top projects, top customers
the project, task and resource details. including trending with the ability to drill down to details.
Project Executive Dashboard (2 of 2)
The Project Executive dashboard provides an organization view, and is designed to empower project executives by
providing the visibility and control they need to monitor the organization performance and the health of the projects that each
organization is responsible for, to improve profitability, and operate more efficiently.
Competency and Job Resource Resource Schedule Project Journal Line
Resource Management Reconciliation
Management Details and Assignments Requirements Reconciliation
Provides detailed information at Provides utilization details about a Lists open project Provides detailed
the organization level on resource given resource, including utilization requirements and information on journal
utilization %, scheduled utilization %, billable utilization % and requirements aging lines with amounts that
% and expected utilization % scheduled utilization %. Shows for the selected do not match that of
across organizations and periods, distribution of time across projects, projects and period. their corresponding
with the ability to drill down to the roles and utilization categories. cost distribution lines
resource level. Lists competencies held by the or that have no
resource and provides links to the corresponding revenue
resource’s weekly schedule. distribution lines.
.
Provides information on top project Provides the weekly schedule Provides detailed information on distribution
roles, competencies and jobs and list of assignments for the lines not transferred to General Ledger or
requested. Compares available and selected resource and period that have experienced exceptions in the
required time by competency and job to of time. transference, including distributions not
find potential shortages. found in the linkage tables or not found in
general ledger tables or with journal lines not
posted to General Ledger.
Project Management Dashboard (1 of 2)
The Project Management dashboard designed for Project Managers, and provides a complete view of project
performance, from a comprehensive high level view of accumulated and trending information for a single or a group
of projects, to the detail information such as cost, revenue and budget transactions.
Project Performance Financial Management Budget Details Cost Details Revenue Details
Provides default aggregated view of information Provides detailed budget information for Provides detailed revenue information
for all projects satisfying the dashboard filter the projects and tasks with the ability to for projects and tasks with the ability to
criteria, with the ability to drill down to a specific drill down to child tasks and resources. It drill down to child tasks and resources.
project details. It provides a quick overview of provides the budget accuracies for cost It provides the revenue comparisons of
key performance indicators such as ITD margin and revenue, budget changes in employees, job codes, tasks and other
%, ITD cost and revenue variances for a single comparison with original budgets, resources, including trending and other
or a group of projects. It also provides a quick including trending and other details. details.
snapshot of covering cost, efforts, revenue,
billability and billing for the group of projects or
for a specific project.
Provides default aggregated view of information covering Provides detailed cost information for projects and tasks
the financial aspects for a single or a group of projects with the ability to drill down to child tasks and resources. It
satisfying the dashboard filter criteria. It provides a quick provides the cost comparisons of employees, job codes,
overview of Inception-to-date performance, variances, tasks and other resources, including trending and other
cumulative revenue, cost, margin, billing and period over details.
period changes and the funding summary with the ability to
drill down to takes or resources, including trending.
Project Management Dashboard (2 of 2)
The Project Management dashboard designed for Project Managers, and provides a complete view of project
performance, from a comprehensive high level view of accumulated and trending information for a single or a group
of projects, to the detail information such as cost, revenue and budget transactions.
Resource Cost Revenue Budget

Profitability Details Funding & Bulling Cross Charges
Management Transactions Transactions Transactions
Provides the detailed profitability Provides details of cost and Provides detailed cost Provides detailed budget
information for the projects and tasks revenue cross-charges transactions at expenditure transactions at budget type,
under the projects with the ability to applicable to projects and date and item level for a version and budget period
drill down to child tasks and the tasks under the projects. given project, and resource. level.
resources. It provides the Reports show actual and This dashboard is designed
comparisons of the profitability to the trending inception to date to provide weekly or daily
budgets and forecasts, and period cost and revenue amounts cost transactions report.
over period changes in the margin,
including trending and other details
Provides funding and billing details for a Provides information at the project Provides detailed revenue
project or a group of projects and their tasks. level on actual and scheduled time transactions at expenditure date
It provides the overview of funding amount, by resource and project role. It also and item level for a given project,
funding amounts assigned to projects, displays details about unfulfilled and resource. This dashboard is
revenue accrued amount, billed invoice roles and open requirements designed to provide weekly or
amount, funding changes and the remaining daily revenue transactions report.
funding that alerts the organizations on a .
potential capacity or efficiency problem.
Non Profit Organization Dashboard
The Non Profit Organization dashboard is designed for public sector and other organizations, where tracking of profitability
and margin are not applicable. Demonstrative example of how the same objects can be leveraged in building a custom
dashboard tailoring to specific business needs. Can be used in conjunction with other dashboards as applicable
Overview Cost Management Budget Management Billing Management
Provides the default aggregated view of Provides detailed budget information for
information for all organizations satisfying the organizations and projects with the ability to
dashboard filter criteria, with the ability to drill drill down to projects, tasks and resources. It
down to project details that each organization provides the budget accuracy and changes in
responsible for. It provides a quick overview of comparison with original budgets, including
Inception-to-date performance, variances, and the trending and other details.
number of projects that each organization is
currently executing and their cost performance.
Provides detailed cost information for organizations Provides detailed billing information for
and projects with the ability to drill down to projects, organizations and projects with the ability to drill
tasks and resources. It provides the cost comparisons down to projects, tasks and resources. It provides
of organizations, programs, expenditure categories, comparisons of billing amount, cost, unbilled
and cost variances by top projects, top resources, receivables and unearned revenue.
including trending with the ability to drill down to
details.
Oracle Project Analytics Subject Areas (1 of 3)
Project - Project Billing This is a detailed subject area that provides the ability to report on Invoicing, including amounts and
quantities, across projects, tasks, organizations, resources, and associated hierarchies and for external,
interproject and intercompany invoicing. This subject area also include contract metrics.
Project - Budget This is a detailed subject area that provides the ability to report on cost, revenue, margin budgets, and the
budget changes including tracking original and current budgets across projects, tasks, organizations,
resources, periods and associated hierarchies at budget line level
Project - Cost This is a detailed subject area that provides the ability to report on Cost (Burdened Cost), Raw Cost,
Burden Cost for the past and current periods including inception-to-date, year-to-date comparisons across
projects, tasks, organizations, resources, suppliers and associated hierarchies. It provides the ability to
track the cost at cost distribution level.
Project - Forecast This is a detailed subject area that provides the ability to report on Cost, Revenue and Margin Forecasts,
and the Forecast changes including tracking original and current forecasts across projects, tasks,
organizations, resources, periods and associated hierarchies. It provides the ability to track the metrics that
indicates the past, present and future performance of the cost, revenue and margin
Project - Funding This is a detailed subject area that provides the ability to track contract amount, funding amount and other
changes of the funding throughout the life cycle of the project. In addition, it provides the ability to compare
analysis of Contract Amount, Funding amount and Invoice Amount across projects, tasks, customers,
organizations and associated hierarchies.
Project - Performance This is a consolidated subject area with the combined information from Budgets, Forecasts, Cost, Revenue,
and provides the ability to monitor performance by comparing the actual (cost, revenue, margin and margin
%) with budgets, and forecasts across projects, tasks, organizations, resources, and associated
hierarchies.
Project - Revenue This is a detailed subject area that provides the ability to report on Revenue transactions for the past, and
current periods including inception-to-date, year-to-date comparisons across projects, tasks, organizations,
resources, suppliers and associated hierarchies. It provides the ability to track the revenue at the
distribution level.
Project - Commitments This is a detailed subject area that provides the ability to report on the obligations for future expenditures
that a project has made. Reporting can be done across organizations, projects, tasks, resources and
periods. There are metrics showing raw and burdened amounts for requisitions, purchase orders and
supplier invoices.
Project – Cross Charges This is a detailed subject area that provides the ability to report on expenditures that projects or
organizations charge to each other for resources that they share. Reporting is possible across periods,
organizations, projects, task and resources. Metrics include charges generated by Intercompany Billing or
the Borrowing and Lent methods for current and previous periods.
Project – Resource This is a detailed subject area that provides the ability to report on the utilization of resources, the status
Management and attributes of project requirements and the supply and demand of competencies and jobs. Reporting is
possible across Gregorian calendar periods, resource organizations, resources, requirements and projects.
Project – Cost GL Reconciliation This is a detailed subject area that provides metrics and dimensions to track the number of reconciliation
exceptions between Projects and the General Ledger and their amount value. There are six use cases
supported covering from the transfer of cost distribution lines from Projects to the posting of the
corresponding journal lines to the General Ledger. Use cases also cover exceptions because of mismatch
between journal lines and the cost distributions lines that they summarize and journal lines with no
matching cost distribution lines.
Project – Revenue GL This is a detailed subject area that provides metrics and dimensions to track the number of reconciliation
Reconciliation exceptions between Projects and the General Ledger and their amount value. There are six use cases
supported covering from the transfer of revenue distribution lines from Projects to the posting of the
corresponding journal lines to the General Ledger. Use cases also cover exceptions because of mismatch
between journal lines and the revenue distributions lines that they summarize and journal lines with no
matching revenue distribution lines.
Project Executive
Dashboard Reports
ITD Performance (Forecast, Budget and Actual)
by Quarter by Organization
• Purpose:
• Displays the Budget, Forecast, Actual
amounts for Revenue, Cost, Margin,
Margin % by Organization by Quarter .
Shows quarterly variances.
• User Focus:
• Project Executives, Regional
Managers, Project Accountants
• Location:
• Dashboard – Project Executive
• Page – Overview
• Source:
• Project - Performance Subject Area
Project Commitment Summary
• Purpose: • Location:
• Displays total commitments per • Guided Navigation from Overview
commitment type and provides drill down Page/Executive Dashboard and Financial
to commitment details Management Page/ Project Management
• User Focus: Dashboard
• Project Executives, Project Accountants, • Source:
Project Managers • Project - Performance Subject Area
Project Commitment Detail
• Purpose:
• Displays commitment details including
project name, supplier, commitment type,
commitment number and commitment
amount.
• User Focus:
• Project Executives, Project Accountants,
Project Managers
• Location:
• Drill down report from Project Commitment
Summary
• Source:
• Project - Commitment Subject Area
Projects in Progress
• Purpose:
• Displays approved and active projects by
Organization or Project Type. The project
count metric is calculated based on the
cost fact table and projects with no cost
transactions will not appear in this report.
• User Focus:
• Project Executives, Regional Managers,
Project Accountants
• Location:
• Source:
Margin % Change Over Previous Quarter by
Organization
• Purpose:
• Displays the change in margin percent
compared to the previous quarter by
organization
• User Focus:
Project Accountants
• Location:
• Source:
Profitability Summary by Organization
• Purpose:
• Classifies organizations in quadrants
according to the total margin and project
revenue for the selected period. Bubble
sizes represent margin %.
• User Focus:
Project Accountants
• Location:
• Source:
Cost Performance by Organization
• Purpose:
• Classifies organizations in quadrants
according to the aggregated cost variance
% and % of cost budget spent of their
projects. Bubble sized represents forecast
cost amount.
• User Focus:
Project Accountants
• Location:
• Source:
Actual Profitability by Organization, Project
Class, Project Type
• Purpose:
• Displays Actual and Quarter Ago
Margin % for the selected project
organizations. Users can choose to
see other metrics such as Margin,
Revenue and Cost.
• User Focus:
• Location:
• Page - Profitability Management
• Source:
Actual Profitability by Project, Revenue
Category
• Purpose:
• Compares the Current and Previous
Quarter Margin for the projects that satisfy
the report filter criteria.
• User Focus:
• Project Managers, Project Executives,
Regional Managers, Project Accountants
• Location:
• Drill down from profitability by organization
reports in the Profitability Management
Page/Project Executive Dashboard
• Source:
Actual Profitability by Project Manager
• Displays the quarter over quarter changes • Drill down from profitability by organization
in Revenue, Cost, Margin and Margin % by reports in the Profitability Management
Project Manager satisfying the report filter Page/Project Executive Dashboard
criteria. • Source:
• Focus: • Project - Performance Subject Area
Project Accountants
Forecast Profitability by Organization, Project
Class, Project Type
• Purpose:
• Displays the Forecast Margin % for
the project organizations selected.
Users can also choose to see other
metrics, such as Revenue, Cost,
Margin.
• User Focus:
• Location:
• Source:
Forecast Profitability by Project, Revenue
Category
• Purpose:
• Compares the Forecast Margin % for the
period and projects that satisfy the report
filter criteria. Other metrics available are
also the Forecast Revenue and Forecast
Cost.
• User Focus:
• Location:
• Drill down from Forecast Profitability by
Organization, Project Class, Project Type
• Source:
Forecast Profitability by Project Manager
• Purpose:
• Displays the Forecast Amounts (Estimate
At Completion) for Revenue, Cost, Margin
and Margin % by Project Manager
satisfying the report filter criteria.
• User Focus:
Project Accountants
• Location:
• Drill down from Forecast Profitability by
Organization, Project Class, Project Type
• Source:
Actual Profitability Year Over Year Changes by
Organization
• Purpose:
• Displays Actual and Year Ago Margin %
for the selected project organizations.
Users can also choose to see other
metrics such as Margin, Revenue and.
• User Focus:
• Location:
• Guided Navigation from Profitability
Management Page/Project Executive
Dashboard
• Source:
Year to Date (YTD) Profitability by Organization
• Purpose:
• Displays the year-to-date (YTD)
Revenue, Cost, Margin and Margin
% for the selected project
organizations satisfying the report
filter criteria
• User Focus:
• Location:
• Guided navigation from Profitability
Management Page/Project
Executive Dashboard
• Source:
Profitability by Top Job Codes
• Purpose:
• Displays the Margin % for the top job
codes satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
Profitability by Job Code
• Purpose:
• Displays the Margin and Margin %
for all job codes satisfying the report
filter criteria.
• User Focus:
• Location:
Executive Dashboard
• Source:
Profitability by Top Customers
• Purpose:
• Displays the Margin % by top
customers that satisfy the report
filter criteria.
• User Focus:
• Location:
• Source:
Profitability by Customer
• Purpose:
• Displays the Profitability (Margin,
Margin %) for all customers
• User Focus:
• Location:
Executive Dashboard
• Source:
Actual Profitability Trend and Distribution by
Fiscal Period
• Purpose:
• Displays the Actual Revenue, Actual
Cost, Actual Margin % trend by Fiscal
Period for the projects satisfying the
report filter criteria
• User Focus:
Project Accountants
• Location:
Source:
Margin Change Quarter Over Quarter Trend by
Organization
• Purpose:
• Displays the Quarter over Quarter
changes in Margin or Margin % for
the Project Organizations satisfying
• User Focus:
• Location:
• Source:
Actual Profitability Trend by Organization by
Fiscal Period
• Purpose:
• Displays the trend for Actual Revenue,
Actual Cost, Actual Margin and Actual
Margin % by Fiscal Period for each of the
selected Project Organizations.
• User Focus:
Project Accountants
• Location:
Dashboard
• Source:
• Project - Performance Subject
Actual Profitability Trend by Project by Fiscal
Period
• Purpose:
• Displays trend for Actual Revenue, Actual
Cost, Actual Margin and Actual Margin %
by Fiscal Period for each of the project
satisfying the report filter criteria
• User Focus:
• Location:
Dashboard
• Source:
Profitability Details by Project Organization
• Purpose:
• Location:
amounts for Revenue, Cost, Margin,
Margin % for the selected Project • Page - Profitability Management
Organizations • Source:
• User Focus: • Project – Performance Subject Area
Project Accountants
Actual Cost by Organization by Financial
Resource
• Purpose: • User Focus:
• Compares burden vs. raw cost, billable vs. non- • Project Executives, Regional Managers,
billable cost, capitalizable cost vs. expenses, Project Accountants
and equipment, and labor cost vs. total cost. • Location:
The analysis can be done by Project • Dashboard – Project Executive
Organization, Project Class, Project Type or
Expenditure Category. • Page – Cost Management
Actual Efforts by Organization by Financial
Resource
• Displays Labor Effort, Equipment Effort • Guided Navigation from Cost Management
by Organization, Project Type, Program Page/Project Executive Dashboard
or Expenditure Category. • Source:
• User Focus: • Project - Cost Subject Area
Cumulative Cost Variance by Top Projects
• Purpose:
• Displays the Inception-to-date cost
variance amount by top project.
• User Focus:
• Location:
• Page – Cost Management
• Source:
• Project - Cost Subject Area
Cumulative Cost Variance by Top Resources
• Purpose:
variance amount and percent by top
resource.
• User Focus:
• Location:
• Source:
Cumulative Cost Variance by Project
• Purpose:
• Displays the Inception-to-Date amounts
for cost, budget, cost variance by project
satisfying the report filter criteria. This
report does not include projects with zero
Cost variance.
• User Focus:
Project Accountants, Project Managers
• Location:
• Guided Navigation from Cost
Dashboard
• Source:
Cumulative Cost Variance by Resource
• Purpose:
• Displays the Inception-to-Date cost
variance amount and % for all resources
of the projects that satisfy the report filter
criteria. This report does not include
projects with zero cost variance.
• User Focus:
Project Accountants
• Location:
Dashboard
• Source:
Actual Total Cost, Billable Cost Trend by Fiscal
Quarter
• Displays Total Cost, Billable Cost, • Dashboard – Project Executive
and Non-Billable Cost by Fiscal • Page – Cost Management
Quarter for the projects that satisfy • Source:
the report filter criteria
• User Focus:
Cumulative Cost Billability by Project
• Purpose:
• Displays the Billable Cost, and Non-billable
Cost for the Projects satisfying the report
filter criteria. Compares the total of these
metrics to the % of Non-Billable cost.
• User Focus:
• Location:
• Guided navigation, Cost Management
Page/Executive Dashboard and Cost
Details Page / Project Management
Dashboard
• Source:
Labor Effort Trend by GL Period
• Purpose:
• Displays the comparison of Forecast Labor
Effort, Current Budget Labor Effort, Actual
Labor Effort Trend by GL Period for a
project or projects satisfying the report
criteria.
• User Focus:
• Location:
• Guided navigation, Cost Management
Page/ Executive Dashboard.
• Source:
Cumulative Cost Trend by Fiscal Period
• Purpose:
• Compares Forecast, Current Budget
and Actual Cost since inception by
Fiscal Period for the Projects
satisfying the report criteria.
• User Focus:
• Project Managers, Project
Executives, Regional Managers,
Project Accountants
• Location:
• Guided navigation, Cost
Management Page/ Executive
Dashboard.
• Source:
Project Cost Transaction Details
• Displays the cost transactions for the • Guided navigation, Cost Management Page/
projects satisfying the filter criteria Executive Dashboard.
and for the period selected. • Source:
Accountants
Cost Trend by Fiscal Period
• Displays the trend by fiscal period of • Project Managers, Project Executives,
Forecast Cost, Current Budget Cost and Regional Managers, Project Accountants
Actual Cost Trend for the projects satisfying • Location:
the report criteria. Shows percent of cost
spent and variance against budget for each
period • Page – Cost Management
• Source:
Cost Budget PTD (Fiscal Period) and ITD
Details by Resource
• Displays the percent of the cost budget • Project Managers, Project Executives,
spent in the period selected and since Regional Managers, Project Accountants
inception. It also compares actual cost • Location:
amount against current and original cost • Dashboard – Project Executive
budget amounts for the period selected
and since inception. The report also • Page – Cost Management
includes metrics on commitments and % • Source:
budget used including commitments. • Project - Budget Subject Area
Revenue by Customer and Organization
• Compares Revenue and Billing by • Dashboard – Project Executive
Customer and Organization. • Page – Revenue Management
• User Focus: • Source:
• Project Executives, Regional Managers, • Project - Revenue Subject Area
Project Accountants
Revenue Trend by Fiscal Period
• Displays the comparison of Revenue • Dashboard – Project Executive
Amount, Budget Revenue, Forecast • Page – Revenue Management
Revenue, Invoice Amount Trend by GL • Source:
Period, satisfying the report criteria.
• Project - Revenue Subject Area
• User Focus:
ITD Actual Revenue Details by Organization
• Purpose:
• Displays inception-to-date Revenue and
inception-to-date Invoice amount by
Project Organization and Contract
• User Focus:
Project Accountants
• Location:
• Page – Revenue Management
• Source:
Cumulative Revenue Trend by Fiscal Period
• Purpose:
• Displays the comparison of inception-to-date
Actual Revenue Amount, inception-to-date
Budget Revenue Amount, inception-to-date
Revenue Forecast Amount, inception-to-date
Bill Amount Trend by GL Period for a project
or projects satisfying the report criteria.
• User Focus:
• Location:
• Guided navigation, Revenue Management
• Source:
Project Revenue Transaction Details
• Displays the revenue transactions for the • Guided navigation, Revenue Management
projects satisfying the filter criteria and for Page/ Executive Dashboard.
the selected time period. • Source:
• User Focus: • Project - Revenue Subject Area
• Project Managers, Project Accountants
Remaining Funding Amount by Organization for
Active Projects
• Funding remaining by Organization on • Project Executives, Regional Managers,
projects that are Active. This report only Project Accountants
includes records with remaining funding • Location:
amount greater than zero. • Dashboard – Project Executive
• Source:
• Project - Funding Subject Area
Performance Tile Views
• These tiles are located at the top of • Project Executives, Regional Managers.
the Resource Management page of • Location:
the Executive Dashboard. For the • Dashboard – Project Executive
selected organizations and period,
they present the value of critical • Page – Resource Management
utilization metrics on a YTD and period • Source:
basis and offer exception alerting • Project – Resource Management Subject Area
colors to compare with expected
performance.
Utilization % by Organization
• Purpose:
• Compares the utilization % and
billable utilization % of selected
organizations. The view selector
allows to see previous year
utilization %.
• User Focus:
Managers.
• Location:
• Page – Resource Management
• Source:
• Project – Resource Management
Subject Area
Utilization % by Resource
• Displays the utilization %, billable • Project Executives, Regional Managers.
utilization %, year ago utilization %, • Location:
actual time and capacity time by • Drill down from Utilization % by Organization
resource for the selected organization
and satisfying the report filter criteria. • Source:
• Project – Resource Management Subject Area
YTD Utilization Performance by Organization
• Purpose:
• Classifies resources of each
organization in ranges or buckets
according to their YTD utilization %
• User Focus:
Managers.
• Location:
• Source:
Subject Area
Resources by Utilization % Range
• Purpose:
• Displays resources and their YTD
utilization % performance range
along with the YTD utilization %,
capacity and actual time figures,
• User Focus:
Managers.
• Location:
• Drill down report from YTD
Utilization Performance by
Organization
• Source:
Subject Area
YTD Utilization % by Organization
• Purpose:
• Compares the year-to-date
utilization % and billable utilization %
by organization, satisfying the report
filter criteria.
• User Focus:
Managers.
• Location:
• Guided navigation, Resource
Dashboard.
• Source:
Subject Area
YTD Utilization % by Resource
• Displays the year-to-date utilization • Project Executives, Regional Managers.
%, capacity and actual time by • Location:
resource, satisfying the report filter • Guided navigation, Resource Management
criteria Page/ Executive Dashboard.
• Source:
• Project – Resource Management Subject Area
Expected Utilization % by Organization
• Purpose:
• Displays the expected utilization %
and billable expected utilization % by
organization, satisfying the report
filter criteria.
• User Focus:
Managers.
• Location:
• Guided navigation in the Revenue
Dashboard.
• Source:
Subject Area
Expected Utilization % by Resource
• Displays the expected utilization % and billable • Drill down report from Expected
expected utilization % by resource, satisfying Utilization % by Organization
the report filter criteria • Source:
• User Focus: • Project – Resource Management Subject
• Project Executives, Regional Managers. Area
Utilization % by Supervisor
• Purpose:
• Displays the utilization %, billable
utilization %, actual time and capacity time
by resource for a given supervisor,
• User Focus:
• Project Executives, Regional Managers.
• Location:
• Guided navigation, Resource Management
• Source:
• Project – Resource Management Subject
Area
Actual and Scheduled Time by Project
• Displays actual and scheduled time by • Guided navigation, Resource Management
project, satisfying the report filter criteria Page/ Executive Dashboard.
• Project Executives, Regional Managers. • Project – Resource Management Subject Area
Actual and Scheduled Time by Resource
• Displays actual and scheduled time by • Drill down report from Actual and
resource, satisfying the report filter criteria. Scheduled Time by Project
The report is optimized to see data for a single • Source:
project at a time • Project – Resource Management Subject
• User Focus: Area
Utilization Trend
• Purpose:
• Displays the weekly utilization %,
billable utilization % and scheduled
utilization % trend.
• User Focus:
Managers.
• Location:
• Source:
Subject Area
Count of Available Resources
• Purpose:
• Displays the weekly trend of
resources with more than 60% of
their time available
• User Focus:
Managers.
• Location:
• Source:
Subject Area
Resources with More than 60% Time Available
• Purpose:
• Displays resources with more than 60% of
their time available
• User Focus:
• Location:
• Drill down from report Count of Available
Resources
• Source:
Area
Available Time Trend
• Purpose:
• Displays the weekly trend of available,
unassigned and provisional time, satisfying
the report filter criteria. This report
complements report Count of Available
Resources.
• User Focus:
• Location:
• Guided navigation from the Resource
Management page/ Project Executive
Dashboard
• Source:
Area
Utilization Details by Organization
• Displays the weekly utilization %, • Project Executives, Regional
billable and non billable utilization % Managers.
and scheduled utilization % trend for • Location:
the selected organizations along • Dashboard – Project Executive
with capacity time, missing time and
actual time. • Page – Resource Management
• Source:
Subject Area
Projected Utilization Details
• Displays capacity, confirmed, provisional, • Project Executives, Regional
scheduled, training and unassigned time Managers.
as value and as % of capacity time, • Location:
satisfying the report filter criteria. Includes • Drill down report from Utilization
the calendar hierarchy column. Details by Organization
• Source:
Subject Area
Utilization % by Resource with Calendar
Hierarchy
• Purpose:
• Displays the utilization % and the capacity,
actual and billable time by resource,
satisfying the report filter criteria. Includes
the calendar hierarchy
• User Focus:
• Location:
• Drill down report from Utilization Details by
Organization
• Source:
Area
Resource Utilization Trend
• Displays the monthly trend of utilization %, • Dashboard – Project Executive
billable utilization % and scheduled • Page – Resource Details
utilization %, satisfying the report filter • Source:
criteria
Time Distribution by Project, Utilization
Category and Project Role
• Purpose:
• Displays the distribution of the actual, year-
to-date actual and scheduled time of a
resource across projects, utilization
categories and project roles, satisfying the
• User Focus:
• Location:
• Page – Resource Details
• Source:
Area
Requested Time by Top Competencies
• Purpose:
• Displays top competencies requested
in project requirements and time
requested, satisfying the report filter
criteria
• User Focus:
Managers.
• Location:
• Page – Competency and Job
Management
• Source:
Subject Area
Requested Time by Top Project Roles
• Purpose:
• Displays top project roles requested in
project requirements and time
requested, satisfying the report filter
criteria
• User Focus:
• Location:
Management
• Source:
Subject Area
Competencies Required by Project Role
• Purpose:
• Displays competency name, times
requested as part of the selected project
role and total time requested, satisfying the
• User Focus:
• Location:
• Page – Competency and Job Management
• Source:
Area
Count of Resources by Competency and
Organization
• Purpose:
• Displays count of resources with a
given competency by organization,
• User Focus:
Managers.
• Location:
• Guided navigation from
Competencies and Jobs Page/
Project Executive Dashboard
• Source:
Subject Area
Resources by Competency
• Purpose:
• Displays the list of resources that
have a competency and rating level,
satisfying the filter criteria
• User Focus:
Managers.
• Location:
• Drill down report from Count of
Resources by Competency and
Organization
• Source:
Subject Area
Top Competencies Demand vs. Supply
• For top requested competencies, this report • Dashboard – Project Executive
compares available time from resources with the • Page – Resource Management
competency and unfulfilled time from project • Source:
requirements which include the competency,
Subject Area
• User Focus:
Requested Time by Top Jobs
• Purpose:
• Displays top jobs requested in
project requirements and time
requested, satisfying the report
filter criteria
• User Focus:
Managers.
• Location:
Management
• Source:
Subject Area
Requested Resource Count by Top Jobs
• Purpose:
• Displays top jobs requested and
times they were included in project
requirements, satisfying the report
filter criteria.
• User Focus:
Managers.
• Location:
Management
• Source:
Subject Area
Top Jobs Demand vs. Supply
• Compares available time from resources • Dashboard – Project Executive
and unfulfilled time from project • Page – Resource Management
requirements for top requested jobs, • Source:
Resource Current Competencies
• Purpose:
• Displays the competencies and
competency rating held by a given
resource, satisfying the report filter
criteria
• User Focus:
Managers.
• Location:
• Page – Resource Details
• Source:
Subject Area
Resource Weekly Schedule
• Displays the weekly trend of actual and • Dashboard – Project Executive
scheduled time, across projects, for a • Page – Resource Schedule and
given resource, satisfying the report filter Assignments
criteria • Source:
• Project Executives, Regional Managers. Area
Assignment Details
• Displays the list of assignments for a • Dashboard – Project Executive
resource, satisfying the report filter • Page – Resource Schedule and
criteria Assignments
• Project Executives, Regional Managers. • Project – Resource Management Subject
Area
Open Requirements Details by Project
• Displays the list of open project • Dashboard – Project Executive/ Project
requirements, satisfying the report filter Requirements Page
criteria • Dashboard – Project Manager/ Resource
• User Focus: Management Page
• Project Executives, Regional Managers. • Source:
Area
Project Requirement Aging by Start Date and
Project
• Classifies open project requirements • Dashboard – Project Executive
in buckets by comparing their start • Page – Project Requirements
date and the current date • Source:
• User Focus: • Project – Resource Management
• Project Executives, Regional Subject Area
Managers.
Count of Cost Lines not Transferred
• Purpose:
• Displays the count of cost distribution lines
by project that have not been transferred
yet, satisfying the report filter criteria
• User Focus:
• Project Accountants.
• Location:
• Page – Reconciliation
• Source:
• Project – Cost
Cost Lines not Transferred
• Purpose:
• This is a drill down report that displays
cost distributions lines not transferred,
for the project selected in the parent
report and satisfying the report filter
criteria
• User Focus:
• Location:
• Drill down report from Count of Cost
Lines not Transferred
• Source:
• Project – Cost
Count of Revenue Lines not Transferred
• Purpose:
• Displays the count of revenue
distribution lines by project that have
not been transferred yet, satisfying the
• User Focus:
• Location:
• Source:
• Project – Revenue
Revenue Lines not Transferred
• Purpose:
• This is a drill down report that displays
revenue distributions lines not
transferred, for the project selected in
the parent report and satisfying the
• User Focus:
• Location:
• Drill down report from Count of Revenue
Lines not Transferred
• Source:
• Project – Revenue
Count of Cost Lines with Transfer Exceptions
• Purpose:
• Displays the count of cost lines with
exceptions in their transfer from Projects,
not transferred from Sub Ledger
Accounting (EBS 12) or Accounting Lines
(PeopleSoft single feed) to the General
Ledger, or with journal lines not posted,
• User Focus:
• Location:
• Source:
• Project – Cost GL Reconciliation
Cost Lines with Transfer Exceptions from
Projects
• Drill down report displaying cost lines transferred • Project Accountants
from Projects but not found at their destination, • Location:
satisfying the report filter criteria. For EBS R12 • Drill down report from Count of Cost
users this is lines not found in Sub Ledger Lines with Transfer Exceptions
Accounting. For EBS 11.5.10 this is lines not
found in General Ledger. For PeopleSoft • Source:
customers with single feed, this is those lines not • Project – Cost GL Reconciliation
found in the Accounting Lines table.
Cost Lines Transferred and not in GL

• This is a drill down report showing cost lines • Project Accountants
which have been transferred out of Projects to • Location:
intermediate Sub Ledger Accounting or • Drill down report from Count of Cost
Accounting Lines tables but are not transferred to Lines with Transfer Exceptions
General Ledger. This report does not apply for
EBS 11.5.10 users or PeopleSoft users with Dual • Source:
Feed. • Project – Cost GL Reconciliation
Cost Lines with Journals not Posted
• This is a drill down report that displays • Drill down report from Count of Cost
cost lines with journal lines not posted to Lines with Transfer Exceptions
the General Ledger, for the project or • Source:
account selected in the parent report and • Project – Cost GL Reconciliation
• User Focus:
Count of Revenue Lines with Transfer
Exceptions
• Purpose:
• Displays the count of revenue lines with
exceptions in their transfer from Projects, not
transferred from Sub Ledger Accounting (EBS
12) or Accounting Lines (PeopleSoft single
feed) to the General Ledger, or with journal
lines not posted, satisfying the report filter
criteria
• User Focus:
• Location:
• Source:
• Project – Revenue GL Reconciliation
Revenue Lines with Transfer Exceptions
• … • Dashboard – Project Executive
• User Focus: • Page – Journal Line Reconciliation
• Project Executives, Regional • Source:
Managers. • Project – Revenue GL Reconciliation
Revenue Lines Transferred and not in GL

• This is a drill down report showing revenue lines • Project Accountants
which have been transferred out of Projects to • Location:
intermediate Sub Ledger Accounting or • Drill down report from Count of Revenue
Accounting Lines tables but are not transferred to Lines with Transfer Exceptions
General Ledger. This report does not apply for
EBS 11.5.10 users or PeopleSoft users with Dual • Source:
Feed. • Project – Revenue GL Reconciliation
Revenue Lines with Journals not Posted
• This is a drill down report that • Drill down report from Count of
displays revenue lines with journal Revenue Lines with Transfer
lines not posted to the General Exceptions
Ledger, for the project or account • Source:
selected in the parent report and • Project – Revenue GL Reconciliation
• User Focus:
Count of Cost Journal Lines with Amount
Reconciliation Exceptions
• Purpose:
• Displays the count of journal lines with
amounts that do not match that of
their corresponding cost distribution
lines, satisfying the report filter
criteria.
• User Focus:
Managers.
• Location:
• Page – Reconciliation Journal Lines
• Source:
• Project – Project – Cost GL
Reconciliation
Cost Journal Lines with Amount Reconciliation
Exceptions
• Displays journal lines with amounts • Drill down report from Count of Cost
that do not match that of their Journal Lines with Amount
corresponding cost distribution lines, Reconciliation Exceptions
satisfying the report filter criteria • Source:
• User Focus: • Project – Cost GL Reconciliation
Summarized Cost Lines
• This is a drill down report that • Drill down report from Cost Journal
displays the cost distribution lines Lines with Amount Reconciliation
corresponding to the journal line Exceptions
selected in the parent report and that • Source:
satisfy the report filter criteria • Project – Cost GL Reconciliation
• User Focus:
Count of Revenue Journal Lines with Amount
• Purpose:
• Displays the count of journal lines with
amounts that do not match that of their
corresponding cost distribution lines,
• User Focus:
• Location:
• Source:
Area
Revenue Journal Lines with Amount
• Displays journal lines with amounts that • Drill down report from Count of
do not match that of their corresponding Revenue Journal Lines with Amount
cost distribution lines, satisfying the Reconciliation Exceptions
report filter criteria • Source:
• User Focus: • Project – Cost GL Reconciliation
Summarized Revenue Lines
• This is a drill down report that displays • Drill down report from Revenue
the cost distribution lines Journal Lines with Amount
corresponding to the journal line Reconciliation Exceptions
selected in the parent report and that • Source:
satisfy the report filter criteria • Project – Cost GL Reconciliation
• User Focus:
Cost Journal Lines with no Matching
Distribution Lines
• Reports cost journal lines which are • Guided Navigation from Reconciliation
manually created in General Ledger and Journal Line Page/ Project Executive
have no corresponding cost lines in Dashboard
Projects. • Source:
• Project Accountants Area
Revenue Journal Lines with no Matching
Distribution Lines
• Reports revenue journal lines which are • Guided Navigation from Reconciliation
manually created in General Ledger and Journal Line Page/ Project Executive
have no corresponding cost lines in Dashboard
Projects. • Source:
• Project Accountants Area
Cross-Charge Reports
 Cost Source by Organization  Own Revenue % of Organization Revenue
 Cross Charge Details by Organization  Own Revenue Trend vs. Prior Year
 Cross Charge Profitability Overview  Revenue Source by Organization
Organization and Project  Cumulative Project Cross Charge Cost Details
 Cross Charge Cost Details Organization and
 Cumulative Project Cross Charge Revenue
Project Details
 Cross Charge Revenue Details Organization
 Project Cross Charge Cost Details
 Cross Charge Revenue Details Organization
 Project Cross Charge Revenue Details
Resource
 Cross Charge Cost Details Organization
Resource
 Cross Charge Revenue Details
 Own Cost Trend vs. Prior Year
Project Manager
Dashboards Reports
Gauges
• Provide exception alerting for: ITD • Dashboard – Project Management
Margin %, ITD Cost Variance %, ITD • Page – Project Performance
Forecast Variance %, ITD Revenue • Source:
Variance %, ITD Forecast Revenue
% Satisfying the filter criteria • Project - Performance Subject Area
• User Focus:
• Project Managers
My Projects
• Purpose:
• Displays list of approved projects
and compares for each of them the
current budget cost against the
inception-to-date actual cost amount
and estimate to complete (ETC) cost
amount.
• User Focus:
• Location:
• Dashboard – Project Management
• Page – Project Performance
• Source:
Project Financial Performance Overview
• Provides Margin, Margin %, revenue • Project Managers
and cost at project completion • Location:
(Forecast) and since inception and • Dashboard – Project Management
period to date for the selected
period. • Page – Project Performance
• Source:
• Project – Performance Subject Area
Margin % Trend
• Purpose:
• Displays the Cumulative Margin %
Trend and Margin % Trend satisfying
• User Focus:
• Location:
• Source:
Cost Trend
• Purpose:
• Displays the Cumulative Cost Trend
and Cost Trend satisfying the report
filter criteria.
• User Focus:
• Location:
• Source:
Effort
• Purpose:
• Display the summary of Forecast,
Budget, Actual numbers for the Effort
for a project or projects satisfying the
report filter criteria.
• User Focus:
• Location:
• Source:
Cost
• Purpose:
• Display the summary of Forecast,
Budget and Actual figures for Cost
• User Focus:
• Location:
• Source:
Revenue
• Purpose:
• Displays summary of Forecast,
Budget and Actual Revenue
amounts for the projects satisfying
• User Focus:
• Location:
• Source:
Billability
• Purpose:
• For the projects satisfying the report
criteria, this report compares the
actual billable and non-billable
amounts to the current and original
budget amounts and highlights the
billable costs as percent of the total
cost
• User Focus:
• Location:
• Source:
Billing
• Purpose:
• Displays the overview of Billing for
projects satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
ITD Performance (Forecast, Budget and Actual)
by Quarter
• Purpose:
and variance amounts for Revenue,
Cost, Margin, Margin % by Project by
Quarter
• User Focus:
• Location:
• Page – Financial Management
• Source:
Cumulative Revenue Trend by Quarter by
Project
• Purpose:
• Displays the Revenue, ITD Revenue
Amounts by Fiscal Quarter for the
project satisfying the report filter
criteria
• User Focus:
• Location:
• Source:
Revenue Quarter Over Quarter Trend by Project
• Purpose:
• Displays the change in revenue
amount from quarter to quarter for
the projects satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
Revenue Fiscal Period Over Period Trend by
Project
• Purpose:
• Displays the Fiscal Period over Period
changes in Revenue by project satisfying
• User Focus:
• Location:
• Drill down from Revenue Quarter Over
Quarter Trend by Project. Financial
Management Page/ Project Manager
dashboard.
• Source:
Cumulative Cost Trend by Quarter by Project
• Purpose:
• Displays the Cost, and ITD Cost
Amounts by Fiscal Quarter for the
Projects satisfying the report filter
criteria
• User Focus:
• Location:
• Source:
Cost Quarter Over Quarter Trend by Project
• Purpose:
• Displays the cost amount change
between fiscal quarters for the
criteria.
• User Focus:
• Location:
• Source:
Cost Fiscal Period Over Period Trend by Project
• Purpose:
• Displays the Fiscal Period Over
Period changes in cost by project by
Fiscal Period satisfying the report
filter criteria.
• User Focus:
• Location:
• Drill down from Cost Quarter Over
Quarter Trend by Project. Financial
Management Page/ Project Manager
dashboard.
• Source:
Cumulative Billing Trend by Quarter by Project
• Purpose:
• Displays the quarterly trend of
Inception-to-date Invoice amount, for
criteria.
• User Focus:
• Location:
• Page –Financial Management
• Source:
• Project -Billing Subject Area
Cumulative Billing Trend by Fiscal Period by
Project
• Displays Inception-to-date Invoice amount • Drill down from Cumulative Billing Trend by
by project and fiscal period satisfying the Quarter by Project. Financial Management
report filter criteria. Page/ Project Manager dashboard.
• Project Managers • Project - Billing Subject Area
Billing Trend by Quarter by Project
• Purpose:
• Displays the total Invoice Amount for
the set of project satisfying the
• User Focus:
• Location:
• Source:
• Project - Billing Subject Area
Billing Trend by Fiscal Period by Project
• Purpose:
• Displays the Invoice Amount by
Fiscal Period and Project, satisfying
• User Focus:
Managers, Project Accountant,
Project Managers
• Location:
• Drill down from report Billing Trend
by Quarter by Project. Financial
Management Page/Project Manager
Dashboard
• Source:
Funding Summary by Project
• Provides a summary of the funding • Dashboard – Project Management
condition of a set of selected • Page – Financial Management
projects
• Source:
• User Focus:
Budget Accuracy by Project
• Compares the current cost and revenue • Project Managers
budget amounts to the actual and ETC cost • Location:
and revenue amounts. It provides an idea of
what projects or tasks are over or under
budget for a given period • Page – Budget Details
• Source:
• Project - Budget Subject Area
Budget Accuracy by Financial Resource
• Compares the current cost and revenue • Project Managers
budget amounts to the actual and ETC cost • Location:
and revenue amounts. It provides an idea of
what resources over or under budget for a
given period • Page – Budget Details
• Source:
Budget Changes by Project
• Compares the Revenue, Cost, Margin • Dashboard – Project Management
amounts and the Margin % of the original • Page – Budget Details
and current budgets for the project satisfying
• Source:
the report criteria.
• User Focus:
Budget Trend by GL Period
• Purpose:
• Displays the trend of current and
forecast budget amount for
% for a project or group of projects.
• User Focus:
• Location:
• Page – Budget Details
• Source:
Cumulative Budget Trend by GL Period
• Purpose:
• Displays the trend of current and
forecast inception-to-date Revenue,
Cost and Margin amount and the
Margin % by GL period for a project
or group of projects
• User Focus:
• Location:
• Page – Budget Details
• Source:
Budget Transactions by Project
• Displays Original Cost Budget, Current • Dashboard – Project Management
Cost Budget, Original Revenue Budget • Page – Budget Details
and Current Revenue Budget transaction • Source:
details for a project or group of projects.
• User Focus:
Cost Budget PTD (Fiscal Period) and ITD Details
by Resource
• Displays the percent of the cost budget • Project Managers
spent in the period selected and since • Location:
inception. It also compares actual cost • Dashboard – Project Management, Page –
amount against current and original cost Budget Details
budget amounts for the period selected
and since inception. The report also • Dashboard – Project Executive, Page – Cost
includes metrics on commitments and % Management
budget used including commitments. • Source:
Actual Cost by Project, Financial Resource
• Displays Cost, Capitalizable Cost, Billable • Dashboard – Project Management
Cost by Project, Expenditure Class, • Page – Cost Details
Expenditure Category and Resource Type
• Source:
(Expenditure Type)
• User Focus:
Actual Efforts by Project, Financial Resource
• Displays Labor Effort and Equipment Effort • Guided navigation from Cost Details page,
by Project, Expenditure Class, Expenditure Project Management Dashboard
Category and Resource Type (Expenditure • Source:
Type)
• User Focus:
Actual Cost Distribution by Job Name
• Purpose:
• Displays the Burdened Cost
distribution by Job Code for the
criteria.
• User Focus:
• Location:
• Page – Cost Details .
• Source:
Actual Cost Distribution by Employee
• Purpose:
• Displays the distribution of Burdened
Cost across employees for the
criteria.
• User Focus:
• Location:
• Page – Cost Details
• Source:
Actual Cost Distribution by Top Task
• Purpose:
• Displays the Burdened Cost by Top
Task for the projects satisfying the
• User Focus:
• Location:
• Guided navigation from Cost Details
Page / Project Management
Dashboard
• Source:
Actual Cost Distribution by Non Labor Resource
• Purpose:
• Displays the distribution of Burdened
Cost by Non Labor Resource for
criteria.
• User Focus:
• Location:
• Guided Navigation from Cost Details
Page / Project Manager Dashboard
• Source:
• Displays the trend by fiscal period of • Project Managers
Forecast Cost, Current Budget Cost and • Location:
Actual Cost Trend for the projects satisfying
the report criteria. Shows percent of cost
spent and variance against budget for each • Page – Cost Details
period • Source:
• Purpose:
• User Focus:
• Location:
• Guided navigation, Cost Details
Page / Project Management
Dashboard
• Source:
• Purpose:
• Displays the Billable Cost, and Non-billable
Cost for the Projects satisfying the report
filter criteria. Compares the total of these
metrics to the % of Non-Billable cost.
• User Focus:
• Location:
• Cost Details Page / Project Management
Dashboard
• Source:
• Purpose:
• Compares the Inception-to-Date Actual
Cost and Cost Budget amounts of the
projects selected. Shows the the cost
variance percent and highlights it when it is
unfavorable (Actual Cost more than
Budget)
• User Focus:
• Location:
• Guided navigation, Cost Details Page /
Project Management Dashboard
• Source:
• Purpose:
• Displays the comparison of Forecast
Labor Effort, Current Budget Labor
Effort, Actual Labor Effort Trend by GL
Period for a project or projects
• User Focus:
• Location:
• Guided navigation, Cost Details Page / .
Project Management Dashboard
• Source:
• Displays the cost transactions for the • Guided navigation, Cost Details Page / Project
projects satisfying the filter criteria Management Dashboard
Accountants
• Displays the comparison of Forecast Cost, • Dashboard – Project Management
Current Budget Cost, Actual Cost Trend by • Page – Cost Details
Fiscal Period for a project or projects • Source:
• Project – Cost Subject Area
• User Focus:
Actual Total Cost, Equipment Cost and Labor
Cost by Project
• Compares Actual Cost with Equipment • Dashboard – Project Management
Cost and Labor Cost by Fiscal Quarter for • Page – Cost Details
the projects satisfying the report filter criteria. • Source:
Revenue by Project, Top Task and Customer
• Displays Revenue and Invoice Amount by • Project Managers
Project, Top Task and Customer • Location:
• Page – Revenue Details
• Source:
Revenue Distribution by Employee
• Purpose:
• Displays the Revenue distribution by
Employee for the projects satisfying
• User Focus:
• Location:
• Source:
Revenue Distribution by Job Code
• Purpose:
• Displays the revenue distribution by
Job code for the project s satisfying
the report filter criteria
• User Focus:
• Location:
• Source:
Revenue Trend by Fiscal Period
• Purpose:
• Display the trend per fiscal period of
various revenue and billing metrics
for a project or set of projects.
• User Focus:
• Location:
• Source:
Cumulative Revenue Trend by Fiscal Period by
Project
• Purpose:
• Displays the Revenue and ITD
Revenue Amounts by Fiscal Period,
for the project selected.
• User Focus:
• Location:
• Guided Navigation from Revenue
Detail Page / Project Management
Dashboard
• Source:
Project Revenue Transaction Details
• Displays the revenue transactions for the • Dashboard – Project Management
projects satisfying the filter criteria and for • Page – Financial Management
the selected time period. • Source:
• User Focus: • Project - Revenue Subject Area
Event Revenue Details by Project
• Purpose:
• Displays the revenue amount per event
for the projects and time period
• User Focus:
• Location:
• Guided Navigation from Revenue
Detail Page / Project Management
Dashboard
• Source:
ITD Actual Revenue Details by Project
• Purpose:
• User Focus:
• Displays inception-to-date Revenue
and inception-to-date Invoice
amounts by Project and Contract for • Location:
the projects and time period • Dashboard – Project Management
satisfying the report filter criteria. • Page – Revenue Details
• Source:
Actual Profitability by Project, Revenue Category
• Purpose:
• Compares the Current and Previous
Quarter Margin for the projects that
satisfy the report filter criteria.
• User Focus:
• Location:
• Page – Profitability Details
• Source:
Forecast Profitability by Project, Revenue
Category
• Purpose:
• Compares the Forecast Margin %
for the period and projects that
satisfy the report filter criteria. Other
metrics available are also the
Forecast Revenue and Forecast
Cost.
• User Focus:
• Location:
• Source:
Actual Profitability Trend and Distribution by
Fiscal Period
• Purpose:
• Displays the Actual Revenue, Actual
Cost, Actual Margin % trend by Fiscal
Period for the projects satisfying the
• User Focus:
• Location:
• Source:
Fiscal Quarter
• Purpose:
• Displays the Quarter over Quarter
Margin change for the Projects
• User Focus:
• Location:
• Source:
Profitability Details by Project
• Purpose:
• Displays the Margin and Margin %
Cost and Revenue for the selected
period and projects that satisfy the
• User Focus:
• Location:
• Source:
Funding Summary by Customer by Project by
Top Task
• Purpose:
• Displays the net funding amount after
adjustments and cancellations by
customer by project and by top tasks
that satisfy the report filter criteria.
• User Focus:
• Location:
• Page – Funding & Billing
• Source:
Remaining Funding Amount for Active Projects
• Purpose:
• Displays the remaining funding amount
(also termed as backlog funding amount)
for Active or Approved projects. This
report only includes records with
remaining funding amount greater than
zero.
• User Focus:
• Location:
• Page – Funding & Billing
• Source:
Funding Details by Customer by Project by
Top Task
• Displays the details of Funding Amount, • Project Managers
Net Allocated Amount, Backlog Amount • Location:
and % Backlog Amount by Project, by Top
Task or Customer name satisfying the
report filter criteria. • Page – Funding & Billing
• Source:
Lost Funding Amount for Closed Projects
• Displays the lost funding amount on closed • Dashboard – Project Management
projects. • Page – Funding & Billing
• Project Managers • Project - Funding Subject Area
Billing Summary by Project by Customer
• Compares the funding amount to the • Project Managers
details of the billing such as Invoice • Location:
Amount, Approved Invoice Amount, • Dashboard – Project Management
# of Approved Invoices, for the
projects that satisfy the filter criteria • Page – Funding & Billing
• Source:
ITD Actual and Scheduled Time Variance by
Project
• Purpose:
• Displays the actual and scheduled time
since inception by project, satisfying the
• User Focus:
• Location:
• Source:
ITD Actual and Scheduled Time by Resource
• Purpose:
by resource since project inception,
satisfying the report filter criteria. The
report should always be filtered by
project.
• User Focus:
• Location:
• Drill down report from ITD Actual and
Scheduled Time Variance by Project
• Source:
ITD Actual and Scheduled Time Variance by
Project Role
• Purpose:
since inception by project role, satisfying
the report filter criteria. The report should
always be filtered by project.
• User Focus:
• Location:
• Source:
Actual and Scheduled Time Trend
• Purpose:
• Displays the weekly trend of available,
unassigned and provisional time,
• User Focus:
• Location:
• Source:
Time Distribution by Project Role
• Purpose:
• Displays time distribution by project role
and month, satisfying the report filter
criteria
• User Focus:
• Location:
• Source:
Scheduled Time by Month, Status and Project
Role
• Displays scheduled time for confirmed and • Project Managers
provisional assignments and unfulfilled • Location:
time for open project requirements by • Guided navigation from Resource
project and month, satisfying the report Management page / Project Management
filter criteria. Dashboard
• Source:
Actual and Scheduled Time by Resource Trend
• Displays actual and scheduled time by • Project Managers
resource, satisfying the report filter criteria. • Location:
The report is optimized to see data for a • Dashboard – Project Management
single project at a time
• Source:
Cross-Charge Reports
 Project Cross Charge Revenue Details
 Cumulative Project Cross Charge Revenue
Details
 Project Cross Charge Cost Details
 Cumulative Project Cross Charge Cost Details
Non Profit Organization
Dashboard Reports
ITD Performance (Forecast, Budget and
Actual) by Organization
• Purpose:
amounts for Cost by Organization
• User Focus:
• Project Managers, Mid level
managers
• Location:
• Dashboard – Non Profit Organization
• Source:
Project Commitment Summary
• Displays total commitments per • Guided Navigation from –Overview Page /
commitment type and provides drill down Non Profit Organization Dashboard
to commitment details • Source:
• User Focus: • Project - Performance Subject Area
• Project Managers, Mid level managers
Projects in Progress
• Purpose:
• Displays projects in progress. This report
shows approved and active projects by
Organization, by Project Type satisfying
the report filter criteria. The count metric
used is computed from the cost fact table
and projects with no cost transaction do
not appear in this report.
• User Focus:
• Location:
• Source:
Capitalizable Cost by Organization
• Purpose:
• Displays the Capitalizable Cost and
Expenses by Organization satisfying the
filter criteria
• User Focus:
• Location:
• Source:
Cost Performance by Organization
• Purpose:
• Displays the Cost, % Cost expended, %
Cost Variance, Forecast Cost amounts by
Organization in a bubble chart. Bubble
size represents the Forecast Cost. Only
Approved and Active projects are
included in the analysis.
• User Focus:
• Location:
• Source:
Cost Budget Details by Organization
• Purpose:
• Displays Cost Budget details in
comparison with Actual cost amount
by Organization satisfying the report
filter criteria.
• User Focus:
• Location:
• Guided Navigation from –Overview
Page / Non Profit Organization
Dashboard
• Source:
Funding Summary by Organization
• Displays the Contract, Funding and • Dashboard – Non Profit Organization
Backlog amount by organization and • Page – Overview
contract.
• Source:
• User Focus:
• Projects – Funding Subject Area
managers
Actual Cost by Organization by Financial
Resource
• Purpose:
• Compares burden vs. raw cost, billable
vs. non-billable cost, capitalizable cost
vs. expenses, and equipment, and labor
cost vs. total cost. The analysis can be
done by Project Organization, Project
Class, Project Type or Expenditure
Category.
• User Focus:
• Location:
• Source:
Actual Efforts by Organization by Financial
Resource
• Displays Labor Effort, Equipment Effort by • Guided Navigation from –Cost
Project Organization, Project Type, Program, Management Page / Non Profit
Expenditure Category satisfying the report Organization Dashboard
filter criteria. • Source:
• User Focus: • Project – Cost Subject Area
Cumulative Cost Variance by Top Projects
• Purpose:
variance amount by top project.
• User Focus:
• Location:
• Source:
Cumulative Cost Variance by Top Resources
• Purpose:
variance amount and percent by top
resource.
• User Focus:
• Location:
• Source:
• Purpose:
• Displays the Inception-to-Date
amounts for cost, budget, cost
variance by project satisfying the
report filter criteria. This report does
not include projects with zero Cost
variance.
• User Focus:
managers
• Location:
Management Page/ Non Profit
Organization Dashboard
• Source:
Cumulative Cost Variance by Resource
• Purpose:
• Displays the Inception-to-Date cost
variance amount and % for all resources
of the projects that satisfy the report filter
criteria. This report does not include
projects with zero cost variance.
• User Focus:
• Location:
• Source:
• Displays the comparison of Forecast Cost, • Dashboard – Non Profit Organization
Current Budget Cost, Actual Cost Trend by • Page – Cost Management
Fiscal Period for a project or projects • Source:
• User Focus:
• Purpose:
• Displays the Billable Cost, and Non-
billable Cost for the Projects satisfying
the report filter criteria. Compares the
total of these metrics to the % of Non-
Billable cost.
• User Focus:
• Location:
• Source:
• Purpose:
• Displays the Inception-to-Date amounts
for cost, budget, cost variance by project
satisfying the report filter criteria. This
report does not include projects with zero
Cost variance.
• User Focus:
• Location:
• Source:
• Purpose:
• Displays the comparison of Forecast
Labor Effort, Current Budget Labor
Effort, Actual Labor Effort Trend by GL
Period for a project or projects
• User Focus:
• Location:
• Guided Navigation from Cost .
• Source:
• Purpose:
• User Focus:
• Location:
• Source:
• Displays the cost transactions for the • Guided Navigation from Cost Management
projects satisfying the filter criteria Page/ Non Profit Organization Dashboard
Accountants
Cost Budget Accuracy by Organization
• Displays Cost Budget Accuracy in • Dashboard – Non Profit Organization
comparison with Actual and Forecast • Page – Budget Management
amounts by Project satisfying the report
• Source:
filter criteria.
• User Focus:
Cost Budget Accuracy by Financial
Resource
• Purpose:
• Displays Cost Budget Accuracy in
comparison with Actual and Forecast
amounts by Financial resource
(Expenditure Category) satisfying the
• User Focus:
• Location:
• Drill down report from Budget Management
Page, Non Profit Organization Dashboard
• Source:
Cost Budget Trend by Fiscal Period
• Purpose:
• Displays Current and Forecast
amount trends for Cost, satisfying
• User Focus:
managers
• Location:
• Dashboard – Non Profit
Organization
• Page – Budget Management
• Source:
Cost Budget Changes by Project
• Purpose:
• Displays Original and Current
Budget details for the Cost by
Organization satisfying the report
criteria.
• User Focus:
managers
• Location:
• Drill down report from Budget
Management Page, Non Profit
• Source:
• Project – Budget Subject Area
Cumulative Cost Budget Trend by Fiscal
Period
• Purpose:
• Displays Current and Forecast amount
trends for Cost, satisfying the report
filter criteria.
• User Focus:
• Location:
• Drill down report from Budget
• Source:
Budget Transactions by Project
• Displays Original Cost Budget, Current • Drill down report from Budget Management
Cost Budget, Original Revenue Budget Page, Non Profit Organization Dashboard
and Current Revenue Budget transaction • Source:
details for a project or group of projects.
• User Focus:
Cost Budget YTD and ITD Details by Resource
• Displays year-to-date and Inception-to- • Dashboard – Non Profit Organization
date cost budget details by Organization, • Page – Budget Management
Project, and Expenditure Category,
• Source:
• User Focus:
Billing by Organization by Program
• Displays the Billing and Cost by • Dashboard – Non Profit
Project Organization, Revenue Organization
Category, and Program satisfying • Page – Billing Management
• Source:
• User Focus:
managers
Billing Details by Organization
• Purpose:
• Displays the overview of Billing for an
organization or organizations satisfying
• User Focus:
• Location:
• Page – Billing Management
• Source:
• Project – Billing Subject Area
Unbillable Details by Organization
• Displays the overview of Unbillable • Dashboard – Non Profit Organization
details for an organization or • Page – Billing Management
organizations satisfying the report filter • Source:
criteria.
• User Focus:
Billing Trend by Fiscal Period
• Purpose:
• Displays the invoice amount by GL
Period for a project or projects satisfying
the report criteria.
• User Focus:
• Location:
• Page – Billing Management
• Source:
Cumulative Billing Trend by Fiscal Period
• Purpose:
• Displays the comparison of inception-to-
date Bill Amount, inception-to-date
Unbilled Receivables, inception-to-date
Unearned Revenue, Trend by GL Period
for a project or projects satisfying the
report criteria.
• User Focus:
• Location:
• Drill down report from Billing
• Source:
Project Health by Cost Performance
• Purpose:
• Displays all the Approved and Active
projects categorized as On Track, At Risk
and Critical based on the Cost
performance. This report only includes the
projects with cost transactions, and
includes 3 more reports as filters, in order
to filter the projects with cost transactions.
• User Focus:
• Location:
• Additional Report in Non Profit
Organization Dashboard Catalog
• Source:
Additional Content
Reports
Active Projects List
• Purpose:
• Displays all the list of active projects
• Focus:
Project Managers
• Location:
• Additional Report in Catalog
• Source:
Actual Cost by Project Manager
• Purpose:
• Displays Forecast Cost, Budget Cost,
Actual Cost, % Cost Complete, Cost
Variance, Forecast Cost Variance by
Project Manager satisfying the report filter
criteria.
• Focus:
Project Accountants
• Location:
• Source:
Approved Projects list with Margin greater
than 30%
• Purpose:
• Displays all the approved and active
projects list with margin percent greater
than 30%.This report is used as one of the
filters to "Project Health by Margin
Performance".
• User Focus:
Project Accountant, Project Managers
• Location:
• Source:
Approved Projects list with Margin less than
0%
• Purpose:
projects list with margin percent less than
0%.This report is used as one of the filters
to "Project Health by Margin Performance".
• User Focus:
• Location:
• Source:
Approved Projects list with Margin less than
30%
• Purpose:
projects list with margin percent less than
30%.This report is used as one of the
filters to "Project Health by Margin
Performance".
• User Focus:
• Location:
• Source:
Billing Cumulative Trend by Quarter by Project
• Purpose:
• Displays Inception-to-Date Invoice Amount,
Approved Invoice Amount and Accepted
Invoice Amount by project or by quarter
• User Focus:
• Location:
• Source:
Billing Summary by Project
• Purpose:
• This report is designed for e Business
Suite users. It displays Inception-to-date
Invoice amount, Inception-to-date
Unearned Revenue and Inception-to-date
Unbilled Receivables by project by quarter
• User Focus:
• Location:
• Source:
Billing Summary by Task
• Purpose:
• Displays Inception-to-date Invoice amount
by task satisfying the report filter criteria.
• User Focus:
• Location:
• Source:
Contract Summary by Organization
• Displays all the contract summary level by • Additional Report in Catalog
Organization, by Project by Customer satisfying
• Source:
the filter criteria
• User Focus:
• Project Executives, Regional Managers, Project
Accountants
Cost Fiscal Period Over Period Trend by Project
• Purpose:
• Displays the Fiscal Period Over
Period changes in cost by project by
Fiscal Period satisfying the report
filter criteria.
• User Focus:
Mangers, Project Accountant,
Project Managers
• Location:
• Source:
Cumulative Cost Trend by Fiscal Period by
Project
• Displays the Cost, ITD Cost Amounts by • Additional Report in Catalog
Fiscal Period, by Project satisfying the • Source:
• User Focus:
Cumulative Margin and Cost
• Purpose:
• Displays the comparisons of Project
Cost amount and Project Margin
Percent satisfying the report filter
criteria.
• User Focus:
Project Managers
• Location:
• Source:
Expenditure Details by Project by Expenditure
Category
• Purpose:
• Displays the Project Expenditure details by
Project by Expenditure Category for each
Business unit in pivot table format. This
report is not best suited to download
without filters. Please input the Fiscal
Period range before downloading or
printing
• User Focus:
• Location:
• Source:
• Project -Cost Subject Area
Funding Details by Organization
• Purpose:
• Displays the details of Initial Funding, by
organization satisfying the report filter
criteria. Data includes # of Contracts and
# of Projects with Contract Funding
• User Focus:
• Location:
• Source:
Invoice Details by Project by Customer
• Displays the details of Invoice • Additional Report in Catalog
amount by invoice number for a • Source:
criteria
• User Focus:
ITD Actual Cost Details by Project
• For each selected project is displays • Additional Report in Catalog
inception-to-date Raw Cost, Burden Cost • Source:
and Total Cost plus inception-to-date
Revenue and Bill amount by Job Name
and Expenditure Category.
• User Focus:
ITD Performance (Budget and Actual) by
Quarter
• Displays the Budget, Actual amounts for • Additional Report in Catalog
Revenue, Cost, Margin, Margin % by • Source:
Quarter and Project. • Project - Performance Subject Area
• User Focus:
ITD Performance Report by Quarter
• Purpose:
• Displays the ITD Actual and Forecast
Amounts for Revenue, Cost, Margin and
Margin % by Fiscal Quarter by Project
• User Focus:
• Project Executives, Regional Mangers,
• Location:
• Source:
Project
• Purpose:
• Displays the Quarter over Quarter changes
in Margin and Margin % by Project
• User Focus:
• Location:
• Source:
Posted and Not Posted Cost by Project

• Displays the raw and total cost by • Project Accountants.
project, showing the amounts that have • Location:
been already posted or not yet posted to • Additional Reports
the General Ledger, satisfying the report
filter criteria. This report is not supported • Source:
for EBS 11.5.10 users • Project – Cost GL Reconciliation
Profitability Details By Task
• Displays the Project, Task, Customer and • Additional Report in Catalog
Profitability details for each task satisfying • Source:
the report filter criteria. • Project - Performance Subject Area
• User Focus:
Project Billing Transaction Details
• Displays the Project Billing transaction details • Additional Report in Catalog
such as Invoice date, Project Organization, • Source:
Released by Person,Invoice Class, Invoice • Project - Billing Subject Area
Amount, Customer Name and Contract number by
date satisfying report filter criteria.
• User Focus:
Project Performance by Margin
• Purpose:
• Summarizes the revenue, cost, margin and
margin % for the selected projects
• User Focus:
• Location:
• Source:
Project Health by Margin Performance
• Purpose:
• Displays approved and active projects per
organization and divided in three buckets:
On Track, At Risk and Critical, based on
their Margin performance. The report only
includes only projects with accumulated
revenue.
• User Focus:
• Location:
• Source:
Remaining Funding Not Started by Project
• Purpose:
• Displays the Funding amount by Project
for projects with no billable transactions
• User Focus:
• Project Executives, Regional Mangers,
• Location:
• Source:
Remaining Funding Not Started by
Organization
• Purpose:
• Displays the Funding amount by
Organization for all the projects with no
billable transactions
• User Focus:
• Location:
• Source:
Remaining Funding Amount for Active Projects
• Funding remaining (also termed as • Project Executives, Regional Managers,
backlog) on projects that have been Active Project Accountant, Project Managers
or Approved. This report only includes • Location:
records with remaining funding amount
greater than zero.
• Source:
Revenue by Customer
• Purpose:
• Displays Revenue Distribution by
Customer.
• User Focus:
Mangers, Project Accountants
• Location:
• Source:
Revenue by Project Location
• Purpose:
• Displays the distribution of project
revenue by project location.
• User Focus:
Project Accountants
• Location:
• Source:
Revenue by Project Location by Fiscal Quarter
• Purpose:
• Displays the project revenue trend
by Project Location and Fiscal
Quarter.
• User Focus:
Project Accountants
• Location:
• Source:
Revenue by Project Manager
• Purpose:
• Displays the Revenue and Invoice
Amounts by Project Manager
• User Focus:
• Location:
• Source:
Revenue by Top Customers by Top Projects
• Purpose:
• Displays Revenue, Margin and
Margin % for Top 10 customers or
top 10 projects satisfying the report
filter criteria.
• User Focus:
Project Accountants
• Location:
• Source:
Revenue Distribution by Task
• Purpose:
• Displays the Revenue amount and amount
distribution by task for a project satisfying
• User Focus:
• Location:
• Source:
Revenue Fiscal Period Over Period Trend by
Project
• Purpose:
• Displays the Fiscal Period over
Period changes in Revenue by
criteria.
• User Focus:
Mangers, Project Accountant,
Project Managers
• Location:
• Source:
Revenue Period Over Period Trend by Project
• Purpose:
• Displays the Period (GL) over Period (GL)
changes in Revenue by project satisfying
• User Focus:
• Location:
• Source:
Task List
• Purpose:
• Displays task details such as Task
Number, Task Name, Start Date,
Completion Date and status for project/s
• User Focus:
• Location:
• Source:
Top 10 Profitable Projects
• Purpose:
• Displays Revenue, Cost, Margin,
Margin % for Top 10 Profitable
Projects satisfying the report filter
criteria.
• User Focus:
Project Managers
• Location:
• Source:
Transferred Not Posted Cost Details

• This is a drill down report. It displays • Project Accountants
details of transferred cost distribution • Location:
lines that have not been posted to the • Drill down report from Posted and Not
General Ledger, satisfying the report Posted Cost by Project
filter criteria. This report is not supported
for 11.5.10 users • Source:
• Project – Cost GL Subject Area
Unallocated Funding Amount for Active
Contracts
• Funding remaining on contract that is not • Additional Report in Catalog
allocated to a project/s that are active • Source:
• User Focus: • Project - Funding Subject Area
Work Plan
• Purpose:
• Displays the task details such as Task
Name, Task WBS Level and Task WBS
Level Number at Top Task Level for a
project satisfying the report filter criteria.
Top Task is enabled with drill downs to next
level in the task hierarchy.
• User Focus:
• Location:
• Source:
Year to Date (YTD) Profitability by Project
• Purpose:
• Displays the year-to-date (YTD)
% for the selected projects satisfying
• User Focus:
Project Managers
• Location:
• Source:
• Project -Performance Subject Area
Advanced Project Analytics
Dashboard
Advanced Project Analytics Dashboard
The Advanced Project Analytics dashboard has the same functional content as the other out-of-the-box Project Analytics
dashboards but with a different layout and navigation model. The layout of this dashboard uses new visual elements from
Oracle’s OBIEE and alternative dashboard design principles. Use this dashboard as an example to create additional
dashboards for Project Analytics or for other Oracle Business Intelligence Application products that you have licensed.
This dashboard has two pages: Projects and Finances. There are two more drill down dashboards the provide detailed
information on projects and tasks. The Project Entity dashboard has three pages: Overview, Tasks and Cost. The Task Entity
dashboard is a drill down dashboard from the Project Entity dashboard and it has three pages also: Overview, Financial
Details and Cost.
The next slides include pictures of these new dashboard pages. The slides show dashboard pages and not reports, as in the
previous sections of this document, because the elements that make part of these new dashboards have been designed to
be used in conjunction with each other in the page where they are shown.
Project Perspective
• Purpose:
• This page provides a comprehensive list of
projects and summarizes project
performance.
• User Focus:
• Project Executives, Project Managers
Finances Perspective
• Purpose:
• This page provides a summarized view of
financial performance by organization and
project
• User Focus:
• Project Executives
Projects Entity
Overview Page
• Purpose:
• This is a drill down dashboard page from
the Project and Financials perspective
pages. It displays general project health
information and a summary of financial
performance over time by showing cost,
revenue and margin data since inception,
for the selected period and at completion.
• User Focus:
• Location:
• Advanced Project Analytics
Projects Entity
Task Page
• Purpose:
• This page displays details of cost,
revenue and margin by task. For the
tasks of a project that have cost
transactions, it displays a summary of
financial performance over time by
showing cost, revenue and margin data
since inception, for the selected period
and at completion.
• User Focus:
• Location:
Projects Entity
Cost Page
• Purpose:
• This page displays details of project cost.
It provides views by task, time and job.
• User Focus:
• Location:
Task Entity
Overview Page
• Purpose:
• This is a drill down dashboard page from
the Project Entity task and cost pages.
For the task selected at drill down time, it
displays a summary of financial
performance over time by showing cost,
revenue and margin data since inception,
for the selected period and at completion.
• User Focus:
• Location:
Task Entity
Financial Details
• Purpose:
• This page displays the cost and revenue
transactions and the list of commitments
for the task selected at drill down time
• User Focus:
• Location:
Task Entity
Overview Page
• Purpose:
• This page displays details of cost for the
task selected at drill down time. It
provides views by job, time and
expenditure category.
• User Focus:
• Location:
The preceding is intended to outline our general product
direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment
to deliver any material, code, or functionality, and should not
be relied upon in making purchasing decisions. The
development, release, and timing of any features or
functionality described for Oracle’s products remains at the
sole discretion of Oracle.

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1 The information contained in this document is subject to change without notice. This document is not warranted to be error free.

The following is intended to outline our general product

SUPPLY CHAIN & PROCUREMENT & ENTERPRISE

ORACLE BUSINESS INTELLIGENCE FOUNDATION

 The following is intended to provide just a documenting of the out

3 Best Practice Metrics 4 Role-Based Dashboards

 Oracle Answers together with prebuilt

Report showing trending of costs by Project

Report showing trending of costs by Task

Derived calculations can be created in Oracle 99 standard ANSI SQL

Metrics in Subject Subset of logical measures are

Metrics in Logical Aggregations, time series calculations and derived calculated

Metrics in Physical Measures from physical

Additional derived metrics, custom drill

Extension of DW Schema for

ETL Extension of ETL for extension

• Project Executive • Project Management • Public Sector Projects

Resource Cost Revenue Budget

Overview Cost Management Budget Management Billing Management

• Purpose: • User Focus:

• Purpose: • User Focus:

• Purpose: • User Focus:

• Purpose: • User Focus:

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