PROJ06 — Project Performance

Operational Reports > Project

Who would use this report?

Project managers and senior management

What is in this report?

proj06Actuals against budget for income and cost, including margin $ and margin %.

Flexible sortArrange elements of a list in a certain order. The most-used orders are numerical order and lexicographical order. options and further filteringSelectively remove data from view. available by cost category, and cost category type.

Traffic lights provide a graphical representation of margin % achieved against budgeted margin and the userA person accessing a Pronto Xi Business Intelligence application.-defined traffic light warning zone.

How do I use it?

Sort options:

• Sort By — sort by project, parent project, branch, projectIn Framework Manager, a set of models, packages, and related information for administration, and for sharing model information.In Metric Studio, a project is a task or set of tasks undertaken by a team and monitored on a scorecard. A project tracks the dates, resources and status of the project.In Metric Designer, a project is a group of extracts. Each extract contains the metadata that is used to populate the Metric Studio data store or to create applications. manager, or customer

• Secondary Sort By — specify a secondary sort order

Filters include:

• Page Selection — break down by cost category, cost category type, or both

  If Both is selected, effectively two reports are produced within the single pass.

• Hide Zero Value Lines— suppress any lines where all values are zero

• Traffic Light Warning Zone— define an additional % tolerance to be applied when determining the traffic light colour

• Project Level — specify whether you want to see the project or parentA member of a hierarchy to which the child members belong. The “Parent” function is part of the family set of functions and returns the parent member of the specified member. For example: SELECT Parent( [Time].[Year].[Period].[July 2010] ) ON Rows FROM [General Ledger] Result: 2010 (the year 2010 is the parent of [July 2010]) project for the following filters:

  • (Parent) Project Date Type — choose one of five date types from the project master file to govern the project date selection

  • (Parent) Project Date Selection — define the reportA set of data deliberately laid out to communicate business information. Depending on the context, 'report' may refer to report specification or report output. Report (more precisely, report specification) is the generic term for the objects created or edited in Cognos Analytics. Pronto Xi Business Intelligence offers a suite of standard reports. time frame for filtering Projects (for example, show all, entered dates, calendar YTD, and so on)

  • (Parent) Project — provides search options:

    • Project Code Entry — enter a single project code, or a range
    • Project Code Search — search by project code and multi select

  • (Parent) Project Customer — provides search options:

    • Customer Code Entry — enter a single customer code, or a range
    • Customer Code Search — search by customer code and multi select
    • Keyword Search — search through all customer keywords

Other available project master related filters include Project Manager, Project Status, Branch, Job Type, Project Type, Nature Type, Market Type, and Work Type.

Other non-project master related filters include Cost Category and Cost Category Type.

To aid readability, colour coding is applied to the cells reporting the various value sets as follows:

• Contract 999.99

• Actual 999.99

• Budget 999.99

• Forecast 999.99

• Sales to Go 999.99

What can I do in the report?

You can sort by project, parent project, branch, project manager, or customer.

The traffic lights are determined as follows

• Red zone — margin % achieved is less than budgeted margin %

• Yellow zone — margin % achieved is between budgeted margin% and budgeted margin % + warning zone value

• Green zone — margin % achieved is greater than budgeted % margin + warning zone value

Right-click any of the drill-down links and select Open link in new tab to viewA set of data connected to a cube, deliberately laid out to communicate business information. the data in pxiPronto Xi.