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8/3/2019 ProjectsAnalysisReporting-EDU1400Y d553 v1

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Copyright Oracle Corporation, 2000. All rights reserved.

Analysis and ReportingAnalysis and Reporting


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ObjectivesObjectives

After completing this lesson, you should be able todo the following:

Describe Oracle Projects strategy for analysis andreporting

Use Project Status Inquiry

Update project status summary amounts

Review Oracle Projects reports

After completing this lesson, you should be able todo the following:

Describe Oracle Projects strategy for analysis andreporting

Use Project Status Inquiry

Update project status summary amounts

Review Oracle Projects reports


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AgendaAgenda

Section 1: Overview of Analysis and Reporting

Section 2: Definition of Project Status Inquiry

Section 3: Functionality of Project Status Inquiry

Section 4: Maintaining Project Summary Amounts

Section 1: Overview of Analysis and Reporting

Section 2: Definition of Project Status Inquiry

Section 3: Functionality of Project Status Inquiry

Section 4: Maintaining Project Summary Amounts


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Section 1

Overview of Analysis and Reporting

Section 1

Overview of Analysis and Reporting


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Collect costs

Enterpreapproved

expenditures

Enter

reqs/

POs inPO

Define projects

Comprehensive online inquiry and reporting

Identify

business

terms

and rules

Adjustments

Interface

Distribute

costs

Interface

Import to

G/L

Entersupplier

invoices

External

transactions

Enter Time

& Expenses

Baseline

budget

Enter

budget

Transaction

import

Upload

Enter

project

Overview of Analysis and ReportingOverview of Analysis and Reporting


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Overview of Analysis and ReportingOverview of Analysis and Reporting

Effective project control depends on accurate andtimely access to project-related data.

Oracle Projects provides:

Timely access to project costs through anintegrated, online reporting tool called ProjectStatus Inquiry

The means to create meaningful, custom projectmanagement reports using standard template

management reports and the data engine (tables,views, and so on)

Effective project control depends on accurate andtimely access to project-related data.


Timely access to project costs through anintegrated, online reporting tool called ProjectStatus Inquiry

The means to create meaningful, custom projectmanagement reports using standard template

management reports and the data engine (tables,views, and so on)


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Oracle Projects Strategy

for Analysis and Reporting


for Analysis and ReportingTo report answers for project concerns is neitherstandard nor straightforward:

Each company has its own performance metrics.

Each company has its own priority of questions toanswer based on the way it runs its business.

To report answers for project concerns is neitherstandard nor straightforward:

Each company has its own performance metrics.

Each company has its own priority of questions toanswer based on the way it runs its business.


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for Analysis and Reporting


for Analysis and ReportingThe Oracle Projects strategy is to provide easyaccess to the data. To this end, the applicationprovides:

Summarized amount totals

Drilldown capability to display and access details

Views to simplify access to data structures

Standard template management reports

The Oracle Projects strategy is to provide easyaccess to the data. To this end, the applicationprovides:

Summarized amount totals

Drilldown capability to display and access details

Views to simplify access to data structures

Standard template management reports


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Section 2

Definition of Project Status Inquiry

Section 2

Definition of Project Status Inquiry


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Definition of Project Status InquiryDefinition of Project Status Inquiry

Project Status Inquiry (PSI) is the Oracle Projectsfeature for online project status tracking.Project Status Inquiry (PSI) is the Oracle Projectsfeature for online project status tracking.


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Project Summary AmountsProject Summary Amounts

You can maintain various levels of project summaryamounts for costs, commitments, and budgetamounts by project, task, and resource:

Period-to-date (PTD)

Prior period (PP)

Year-to-date (YTD)

Project inception-to-date (ITD)

You can maintain various levels of project summaryamounts for costs, commitments, and budgetamounts by project, task, and resource:

Period-to-date (PTD)

Prior period (PP)

Year-to-date (YTD)

Project inception-to-date (ITD)


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Project Summary AmountsProject Summary Amounts

After costs are distributed, you can update projectsummary amounts at any time by running asummarization process called PRC: Update ProjectSummary Amounts.

Because the process is independent of costinterfaces, you can have up-to-date information forproject status reporting that is independent of theaccounting flow.

After costs are distributed, you can update projectsummary amounts at any time by running asummarization process called PRC: Update ProjectSummary Amounts.

Because the process is independent of costinterfaces, you can have up-to-date information forproject status reporting that is independent of theaccounting flow.


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Percent Complete EntryPercent Complete Entry

Using the Percent Complete window, you can:

Maintain percent complete information at all levelsof the work breakdown structure (WBS), includingthe project level.

Maintain percent complete history for each task asof any given date.

Using the Percent Complete window, you can:

Maintain percent complete information at all levelsof the work breakdown structure (WBS), includingthe project level.

Maintain percent complete history for each task asof any given date.


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Percent Complete EntryPercent Complete Entry


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Section 3

Functionality of Project Status Inquiry

(PSI)

Section 3

Functionality of Project Status Inquiry

(PSI)


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PSI Drilldown CapabilitiesPSI Drilldown Capabilities

Project

Status

window Resource Status

window

Project Info

window

Task Information

window

Exp. Inquiry

window

Commitment

Details windowLowest

task

Exp. Inquirywindow

Commitment

Details windowResource Status

window

Task Status

window

AP Invoice

Overview window


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Project Status ColumnsProject Status Columns

You can specify the data elements that you want toview when reviewing project status in PSI.


126 summarization amounts

33 user-definable columns for each status window(Project Status, Task Status, and Resource Status)

3 text columns

30 numeric columns

You can specify the data elements that you want toview when reviewing project status in PSI.


126 summarization amounts

33 user-definable columns for each status window(Project Status, Task Status, and Resource Status)

3 text columns

30 numeric columns


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Project Status ColumnsProject Status Columns

As a sample, Oracle Projects predefines thefollowing:

Actual

Burdened Cost, PTD, and ITD

Labor Hours, PTD, and ITD

Budget

Current Budget Burdened Cost, ITD/PTD/Total

Original Budget Burdened Cost, Total Commitments - Burdened Commitments, PTD

As a sample, Oracle Projects predefines thefollowing:

Actual

Burdened Cost, PTD, and ITD

Labor Hours, PTD, and ITD

Budget

Current Budget Burdened Cost, ITD/PTD/Total

Original Budget Burdened Cost, Total Commitments - Burdened Commitments, PTD


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Online PSIOnline PSI

You can use the Find Project Status window as afront end filter to your online inquiry, limitingdisplayed records to specific:

Project/task and resource details

Budgets

Expenditures and commitments

Multiple search criteria fields are provided to givegreat flexibility in finding and displaying records.

You can use the Find Project Status window as afront end filter to your online inquiry, limitingdisplayed records to specific:

Project/task and resource details

Budgets

Expenditures and commitments

Multiple search criteria fields are provided to givegreat flexibility in finding and displaying records.


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Project StatusProject Status


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Task StatusTask Status


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Resource StatusResource Status


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Resource ListResource List


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CommitmentsCommitments


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ActualsActuals


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Budget TypesBudget Types


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Project Status ReportsProject Status Reports

You can use one of these standard reports to reviewproject status:

Revenue, Cost, Budgets by Work BreakdownStructure Report

Revenue, Cost, Budgets by Categories (ProjectLevel) Report

Revenue, Cost, Budgets by Categories (TaskLevel) Report

Employee Activity by Organization Report

You can use one of these standard reports to reviewproject status:

Revenue, Cost, Budgets by Work BreakdownStructure Report

Revenue, Cost, Budgets by Categories (ProjectLevel) Report

Revenue, Cost, Budgets by Categories (TaskLevel) Report

Employee Activity by Organization Report


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Creating Custom Reports Using ViewsCreating Custom Reports Using Views

Oracle Projects provides two sets of views so thatyou can easily create reports to meet your businessneeds.

Work breakdown structure (WBS) accumulation

views Resource accumulation views

Oracle Projects provides two sets of views so thatyou can easily create reports to meet your businessneeds.

Work breakdown structure (WBS) accumulation

views Resource accumulation views


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Creating Custom Reports Using ViewsCreating Custom Reports Using Views

Each set of views contains prior-period, period-todate, year-to-date, and project inception-to-dateproject summary amounts for the following:

Actual costs

Cost budgets

Commitments

Each set of views contains prior-period, period-todate, year-to-date, and project inception-to-dateproject summary amounts for the following:

Actual costs

Cost budgets

Commitments


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Section 4

Maintaining Project Summary Amounts

Section 4

Maintaining Project Summary Amounts


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Updating Project Summary AmountsUpdating Project Summary Amounts

After the cost distribution process is run, you can runthe PRC: Update Project Summary Amounts process.

You can run the process for one project or a rangeof projects.

You can choose to accumulate summary amountsfor costs, budgets, and commitments.

You can choose a particular budget type.

You can also select an expenditure type class for

which to summarize costs, budgets, andcommitments.

After the cost distribution process is run, you can runthe PRC: Update Project Summary Amounts process.

You can run the process for one project or a rangeof projects.

You can choose to accumulate summary amountsfor costs, budgets, and commitments.

You can choose a particular budget type.

You can also select an expenditure type class for

which to summarize costs, budgets, andcommitments.


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Updating Project Summary AmountsUpdating Project Summary Amounts

If you incorrectly advanced the reporting period, youcan reset the PA reporting period to an earlier period.

The system checks to see whether any projectsare summarized through a PA period later than

the new PA reporting period. If so, a message is displayed indicating that you

need to run the Refresh Project SummaryAmounts process.

You have the option to cancel or proceed with thechange.

If you incorrectly advanced the reporting period, youcan reset the PA reporting period to an earlier period.

The system checks to see whether any projectsare summarized through a PA period later than

the new PA reporting period. If so, a message is displayed indicating that you

need to run the Refresh Project SummaryAmounts process.

You have the option to cancel or proceed with thechange.


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Resource MappingResource Mapping

Oracle Projects maps each transaction to a resourcebased on the combination of the resource and itsresource group.

Oracle Projects maps each transaction to a resourcebased on the combination of the resource and itsresource group.


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Precedence-Based MappingPrecedence-Based Mapping

When a transaction is associated with more than oneresource in a resource list, Oracle Projects uses aprecedence-based mapping to ensure that thetransaction is reported only once.

The precedence by resource type is as follows:1. Employee and Supplier

2. Job

3. Organization

4. Expenditure type and Event type

5. Expenditure category and Revenue category

When a transaction is associated with more than oneresource in a resource list, Oracle Projects uses aprecedence-based mapping to ensure that thetransaction is reported only once.

The precedence by resource type is as follows:1. Employee and Supplier

2. Job

3. Organization

4. Expenditure type and Event type

5. Expenditure category and Revenue category


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Unclassified ResourcesUnclassified Resources

If a transaction cannot be mapped to any resourcedefined in the resource list:

Oracle Projects maps the transaction to anunclassified resource.

The resource list can be changed to ensure that alltransactions are mapped to a resource.

Add the appropriate resource to the resourcelist

Run the PRC: Update Project SummaryAmounts

If a transaction cannot be mapped to any resourcedefined in the resource list:

Oracle Projects maps the transaction to anunclassified resource.

The resource list can be changed to ensure that alltransactions are mapped to a resource.

Add the appropriate resource to the resourcelist

Run the PRC: Update Project SummaryAmounts


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SummarySummary

This lesson described how to perform these tasks:

Summarize project amounts

Display and access the data using both the PSIand Expenditure Inquiry windows

Prepare standard template management reports

Use WBS and resource views to simplify access todata structures

This lesson described how to perform these tasks:

Summarize project amounts

Display and access the data using both the PSIand Expenditure Inquiry windows

Prepare standard template management reports

Use WBS and resource views to simplify access todata structures


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Practice 8-1 OverviewPractice 8-1 Overview

Creating a project level folder view in PSI

Using drilldown capabilities to compare budget toactuals

Changing the resource list breakdown

Viewing commitments and actuals

Creating a project level folder view in PSI

Using drilldown capabilities to compare budget toactuals

Changing the resource list breakdown

Viewing commitments and actuals

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