Analyzing the Impact of Project Requests

This section provides an overview of the Project Request Analysis by Department component (PPK_XREF_INQ) and discusses how to:

Define analysis options.
Analyze the department-level impact.
Analyze cost details and budget variances.

Pages Used to Analyze the Impact of Project Requests

Page Name	Definition Name	Navigation	Usage
Analyzer Options	PPK_XRF_PRLIST	select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Analyzer Options	Specify which data to use for impact analysis and variance analysis.
Impact Analyzer	PPK_XRF_FINVW	select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Impact Analyzer	View project request amounts (costs, budget, NPV, ROI) over time for a department.
Variance Analyzer	PPK_XRF_PROJVW	select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Variance Analyzer	View the variance between budget and actual costs for project requests and project request cost details.

Understanding the Project Request Analysis by Department Component

For you to make intelligent decisions about whether projects should be initiated, you need to be able to:

Determine how the costs and benefits of requested projects are spread over time.
Compare project request costs for a given period with budgets for that period.
View the project request's return on investment.

The Project Request Analysis by Department component (PPK_XREF_INQ) enables you to analyze this information. It includes the following pages:

The Impact Analyzer page.

Shows cost and budget details over time by department.

Shows net present value (NPV) and return on investment (ROI) by department.
The Variance Analyzer page.

Shows the cost details for project requests that affect a department.

Compares summarized period costs against budget constraints and shows the variance.
The Analyzer Options page.

Establishes options that control which department is analyzed, whether to view amounts by fiscal year or accounting period, and which project request IDs to review, based on their status.

The system saves the last analyzer option settings that were used and uses those settings by default the next time you access the analyzer pages. This enables you to view the pages without having to establish the options each time. However, if you access these pages from the Project Request page, the system uses the business unit and department of the current project request and shows every project request for that department, regardless of status.

Analyzer Options page

Use the Analyzer Options page (PPK_XRF_PRLIST) to specify which data to use for impact analysis and variance analysis.

Navigation

select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Analyzer Options

Image: Analyzer Options page

This example illustrates the fields and controls on the Analyzer Options page. You can find definitions for the fields and controls later on this page.

View Options

Expand to establish which information appears on the analyzer pages. The options available are:

Department or Tree Name

Specify the department for which to review project requests.

You can select a department tree and navigate through the levels of the tree to specify a department, or enter the department ID directly. If you use the department tree, you can optionally select a node on the tree. This enables you to view all departments at or below that tree node.

Refresh Request List

Click to update the list of project requests for the selected departments in the Request List grid.

Default View Period

Specify the default time frame to use on the analyzer pages. Options are:

Yearly: Select to view subtotals by fiscal years.

Accounting Period: Select to view subtotals by accounting periods.

Request Status Filter

Specify which status of project requests to review.

Select one or more status values. For example, if you select pending, you will view only those project requests that are in Pending status.

Select All and Clear All

Click to either select all elements or clear all elements in the associated list.

<Department> Request List

This grid is populated with the project requests and versions, if applicable, for the departments and statuses that you specify in the View Options group box. This same data will appear in the Project Request Selection grids on the analyzer pages. Select the check box to the left of the department ID for each project request or version that you want to use in computations on the analyzer pages, or use the Select All and Clear All options.

Project ID

Click a description to transfer to the Project Request page and review this project request.

Version of

Click a description to transfer to the Project Request page and review this project request version.

Refresh Analyzer Views

Click to update the data on the analyzer pages with the selected options and project requests. The system also updates the default views for the analyzer pages to the current selections when you click this button.

If you don't click this option, the next time that you access this page, the system reverts to the options that were last saved.

Impact Analyzer page

Use the Impact Analyzer page (PPK_XRF_FINVW) to view project request amounts (costs, budget, NPV, ROI) over time for a department.

Navigation

select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Impact Analyzer

Image: Impact Analyzer pageImpact Analyzer page

This example illustrates the fields and controls on the Impact Analyzer pageImpact Analyzer page . You can find definitions for the fields and controls later on this page.

Project Request Selection

Expand this section to view the list of project requests and project request versions that match the criteria that are specified on the Analyzer Options page.

Select one or more project requests to include in the analysis totals. Any project requests that you selected in the Analyzer Options page are preselected.

Refresh Analyzer Views

Click to update the associated totals when you modify the project request selection.

Select All and Clear All

Click to either select all elements or clear all elements in the associated list.

View Options

View By

Specify the time frame to view. Options are:

Year: Select to view subtotals by fiscal years.

Period: Select to view subtotals by accounting periods.

Click to scroll the page view to an earlier time frame.

Click to scroll the page view to a later time frame.

<Department> Impact Summary

This section shows how the department is affected by the selected project requests over time. It includes amounts for these fields:

Total Benefit.
Total Cost.
Net Cost.

Calculated as total benefits − total costs.
Net Present Value.

The calculation that is used for this field is:

(Present Value of Benefits for the displayed time period) − (Present Value of Costs for the displayed time period)

The system uses the active discount rate that is specified on the Discount Rate page within the General Preferences component to calculate the present values.
Return on Investment.

The calculation that is used for this field is:

((Present Value of Benefits) − (Present Value of Costs) ÷ (Present Value of Costs)) ÷ 100

Estimated Project Request Benefits

Expand this section to view a summary of the estimated benefits over time, by account, for the selected project requests.

Estimated Project Request Costs

Expand this section to view a summary of the estimated costs over time, by account, for the selected project requests.

Analyzing Cost Details and Budget Variances

Use the Variance Analyzer page (PPK_XRF_PROJVW) to view the variance between budget and actual costs for project requests and project request cost details.

Navigation

select Project Portfolio Management, then select Analysis, then select Project Req Analysis by Dept, then select Variance Analyzer

Image: Variance Analyzer page

This example illustrates the fields and controls on the Variance Analyzer pageVariance Analyzer page . You can find definitions for the fields and controls later on this page.

Project Request Selection

Expand this section to view the list of project requests and project request versions that match the criteria that are specified on the Analyzer Options page.

Select one or more to include in the analysis totals. Any project requests that you selected in the Analyzer Options page will be selected on this page by default.

Refresh Analyzer Views

Click to update the associated totals when you modify the project request selection.

Select All and Clear All

Click to either select all elements or clear all elements in the associated list.

<Department> Variance Summary

Expand this section to view a summary of the total cost, budget constraint, and variance (budget constraint − cost), and the total benefit for a department, per period, for the selected project requests.

Budget constraint is equivalent to the project-related budgeted costs, as defined by the department budget source for that time period.

See Department Budget Source page.

Project Request Cost Detail

Expand this section to view itemized costs, over time, for the selected project requests.