Reports

Release 24.10

Collaborator License to Support Reporting - Day 1 Impact

Collaborator users in Unifier are now able to access both User-Defined and Custom reports at both company and project levels. For improved security, permission settings for User Defined Reports now include the option to View a report only, rather than creating one. If any other permission in selected in the hierarchy, then the View permission will automatically be selected.

Day 1 Impact: Users without prior permissions will lose access to the UDR log until view permission is granted, but those with at least Create Permission Based access will automatically receive it. This enhancement ensures collaborators added as individuals or to groups with report access can immediately view custom reports.

New permissions for reports, allowing for a new view-only permission.

Release 24.7

Two New Timesheet Reports

New permission-based user-defined reports are added to the Oracle Project template: the Project Timesheet Summary report and the Project Timesheet Detail report.

The Project Timesheet Summary report, showing record number, dates, roles, total project hours, and amounts.

The Project Timesheet Detail report, showing dates, roles, cost codes, weekly hours, and total hours.

Implementation Note: The Oracle Project Shell Template is updated by the Configuration Package; you must update your project templates and existing project shells to provide this enhancement.

Release 24.6

Recent Lessons Learned Report

Lessons Learned Summary Last 30 Days are new system- and permission-based user-defined reports in the Organization shell and at the Company level.

A Lessons Learned Summary Last 30 Days report with one row of data.

Project Status Report

A new Project Status Report user-defined report is now available in the Organization shell and at the Company level.

A Project Status Report with one row of data.

Project Schedule Comparison Report Baselines

The Project Schedule Comparison custom report now includes baseline schedules.

A Schedule Comparison UDR setup screen.

A Schedule Comparison Report, including both the original master schedule baseline and the revised current master schedule.

Release 24.5

Project on a Page Summary Dashboard

Updated the Summary tab on the Project Controls dashboard in the Oracle Project template to include a more comprehensive view of project information. Also updated data views and data cubes to support the new dashboard blocks.

Image of the Project on a Page Dashboard

Release 24.3

New Purchase Order Management Dashboard

A new Purchase Order Management dashboard is added to the Project Summary v3 organization-level dashboard.

Image of two blocks in the PO Management dashboard, showing histograms of approved PO count by project and approved POs versus invoices by project.

Image of two blocks in the PO Management dashboard, showing pie charts of approved PO amendment count by project and approved PO amendment amount by reason.

Image of two blocks in the PO Management dashboard, showing histograms of approved POs versus PO amendments by vendor and PO amendments as percentage of PO by project.


Last Published Monday, December 23, 2024