| # Reports Infor BI provides various reports to help project managers monitor the overall progress of a project. Setting filters for the BI reports
| # Setting filters for the BI reports To generate the reports, you must select the following range of data: Currency Type: The four types of currencies that you can use to display the data in the reports: Base Currency : A standard or a reference currency used to express the budget data. Project Currency : The default currency of the project. The report is always displayed in project currency. Reporting Currency : The currency used to express the data in the reports. Transaction Currency : The currency used in the transactions. Company The range of company codes, for which the report must be generated. Project The range of project codes, for which the report must be generated. Status The range of the project statuses for which the report must be generated. Contract The range of contract codes, for which the report must be generated. Contract Type The contract types for which the report must be generated. Status The contract status for which the report must be generated. Sold-to Business Partner The range of sold-to business partner codes, for which the report must be generated. Contract Manager The range of contract manager codes, for which the report must be generated. Invoice Type The invoice types, for which the report must be generated. Sales Office The range of sales office codes, for which the report must be generated. Group The range of groups, for which the report must be generated. Acquiring Method The range of the acquiring methods for which the report must be generated. Financing Method The range of the financing methods for which the report must be generated. Business Sector The range of the business sectors for which the report must be generated. Geographical Area The range of the geographical areas for which the report must be generated. Category The range of the categories for which the report must be generated. Program The range of the programs for which the report must be generated. Project Manager The range of project managers for which the report must be generated. Actual Cost The options to view the actual costs for which the report must be generated: Actual Cost: Only the actual costs are displayed in the report. Actual Cost + Hard commitment: The sum of the actual costs and hard commitments is displayed. Actual Cost + Hard Commitment + Soft commitment: The sum of the actual costs, hard commitments and soft commitments is displayed. Note When you modify this parameter, the data is updated in the BI reports. |
Budget vs. Actual by Project
| # Budget vs. Actual by Project A project manager uses several indicators and measures to monitor and manage a project. Note The cost data is transferred from LN. Budget data is the approved budget in BI. The various reports that can be generated : Budget Vs Actual by Project Budget Vs Actual by Project / Activity Budget Vs Actuals by Project / Activity / Cost Component Budget Vs Actuals by Project / Activity / Control Code Initial Budget Vs Actual Budget by Project Budget Vs Actual by Project The Budget Vs Actual report is used by the project manager to monitor the project by analyzing the actual cost against the available budget. To generate the report: Specify the range of data for which you want to generate the report. Review the data. Click the project code in the Project field. Click Budget Vs Actual by Project / Activity to review the report for the budget against the actual cost at the activity level. Click the activity code in the Activity field. Click Budget Vs Actuals by Project / Activity / Cost Component or the Budget Vs Actuals by Project / Activity / Control Code to view the report for the budget against the actual cost at the cost component or the control code level. Review the data at the cost component or control code level for the activity. Review the project currency, the budgeted and the actual project cost, the balance budget amount and the percentage. Note In the graphical representation of the budget, the percentage of balance budget amount is indicated using various colours: Blue - : Percentage of the budget used for the project. Yellow - : Percentage of the budget available for the project. Red - : Percentage of the available budget for the project is negative. |
Time Phased Project Performance
| # Time Phased Project Performance The Time Phased Project performance report allows you to review the time phased budget and actual cost data for the current and the cumulative period. Time phasing is based on the EV method defined for the activity. The various reports that can be generated: Time-phased budget vs Actual by Project report Time-phased budget vs Actuals by Project / Activity Time Phased Budget Vs Actuals by Project / Activity / Cost Component Time Phased Budget Vs Actuals by Project / Activity / Control Code To generate the report: Specify the range of data for which you want to generate the report. Review the data. Click the project code in the Project field. Click Time Phased Budget Vs Actuals by Project / Activity to view the report for time phased budget vs. actual cost for the current and cumulative period, at the activity level. Review the time phased budget data for the current and cumulative period at the activity level for the project. Click the activity code in the Activity field. Click Time Phased Budget Vs Actuals by Project / Activity / Cost Component or the Time Phased Budget Vs Actuals by Project / Activity / Control Code to view the report for the time phased budget vs. actual cost for the current and the cumulative period, at the cost component or the control code level. Review the time phased budget data at the cost component or control code level for the activity, for the current and cumulative period. |
Initial Budget vs. Actual by Project
| # Initial Budget vs. Actual by Project The Initial Budget vs Actual by Project report allows you to review the initial (the first approved budget) and actual cost data for the selected project or projects. The reports that can be generated are: Initial Budget Vs Actual by Project Initial Budget Vs Actual Budget by Project / Activity To generate the report: Specify the range of data for which you want to generate the report. Review the data. Click the project code in the Project field to view the report for the initial budget vs. actual cost at the activity level. Review the budget data at the activity level for the project. Review the project currency, the budgeted and the actual project cost, the balance budget amount and the percentage. |
Cost Forecast by Project
| # Cost Forecast by Project The Cost Forecast report helps the project manager to analyze the expected future costs, total cost to complete the project and determine the budget variance. This report also allows the user to manually define the Forecast Inflation Index at the control code level. The various reports that can be generated: Cost Forecast by Project Cost Forecast by Project / Activity Cost Forecast by Project / Activity / Control Code The Cost Forecast report displays of following data: Budget data: Budget data is based on the last approved version in the BI. Actuals: Cost data is transferred from LN. Progress: The progress data is transferred from LN. Forecast: Forecast data is defined in the BI. Inflation Index: Mark up (or down %) to be applied on the Estimate To Complete amount. Note: Inflation Index is modified at the control code level. Estimate to Complete (ETC): Estimate-To-Complete is the additional cost required to complete an activity or a project. Estimate-at-Completion (EAC): Estimate-At-Completion is the total cost to complete an activity or project. Estimate To Complete = Estimate At Completion - Actual Cost Variance At Completion (VAC): Variance At Completion is the difference between the amount budgeted and the estimated amount at the end of the project. Variance At Completion = Budget - Estimate At Completion To generate the report: Specify the range of data for which you want to generate the report. Review the data. Click the project code in the Project field. Review the Cost Forecast by Project / Activity report at the activity level and also the estimate to complete, estimate at completion and the variance amounts. Click the activity code in the Activity field. You can view the Cost Forecast by Project / Activity / Control Code report for the specific data at the control code level. Note: You can modify the inflation index percentage. |
Project Performance
| # Project Performance The Project Performance report allows you to review the performance indices using the earned value and variance data for the current and cumulative period. The Project Performance report displays the following data: Planned value: The amount of work planned in the specified period Earned value: The amount of work completed in the specified period Actuals: The cost incurred in the specified period. Cost variance: The difference between the cost incurred for the task completed and the actual cost. Cost variance = Earned value – Actual costs Schedule variance: The time period by which a project is ahead or behind the schedule. Schedule variance = Earned value – Planned value Estimate At Complete Variances : The project budget at completion against the forecasted cost at completion. Estimate At Complete Variance = Budget At Completion – Estimate At Complete Cost Performance Index: The index is calculated by dividing earned value by actual cost. Schedule Performance Index: The index is calculated by dividing earned value by planned value.
EV Method in LN | EV calculation is based on
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Percent Complete | Progress defined in LN for the activity
Start and End Percent | Start and end date of the activity
Milestone | Milestone completion date
Following are the reports that can be generated: Project Performance by Project / Activity Project Performance Trend To generate the report: Specify the range of data for which you want to generate the report. Review the data. Click the project code in the Project field. Click Project Performance by Project / Activity in the Project field to view the report for the performance index at the activity level. Review the Cost Performance Index (CPI) and Schedule Performance Index (SPI) data at the activity level. |
Project Scheduling
| # Project Scheduling Project Schedule status helps a project manager track the project schedule and identify variances, if any, for the project. The Project Scheduling report allows you to review the project performance with respect to the schedule adherence. The Project Scheduling report displays the following data: Baseline: Approved project baseline. Base Line Start Date: Start date of the activity as defined in the baseline. Base Line Finish Date: End date of the activity as defined in the baseline. Actual Start Date: The date on which the activity starts. Expected Finish Date: The date when the activity is expected to be completed. This date can be different than the Base Line Finish date. Actual Finish Date: The date on which the activity is completed. Start Variance: The number of days by which the activity starts prior to or later than the planned date. Start Variance = Baseline Start Date - Actual Start Date Finish Variance: The number of days by which the activity is expected to finish prior to or later than the planned date. Finish Variance: Baseline Finish Date - Expected Finish Date To generate the report: Specify the range of data for which you want to generate the report. Review the schedule. Note: The Expected Finish Date can be specified by the user. Review the graphical representation of the project schedule performance using the Pie diagrams for the activities and milestones completed / yet to be completed. |
Ad hoc Analysis
| # Ad hoc Analysis The Ad hoc analysis report allows you to review the expected, actual and balance budget data for a specific project. Note To review these reports, adhering to the pre-defined sequence is not mandatory. To generate the report: Specify the data filters to generate a budget data report for the specific project at specific level. Select the company. Click Company. The following pane is displayed. Select the options, similarly. Select a method to calculate the actual cost. Review the budget data at the activity level. Click the arrow on the Activity field. The following pane is displayed. Click Show top level elements to review the budget reports only for the top activities. Click Level, to select the activity level at which the report must be generated, using the following pane: |