Enterprise Service Automation Visualizations

This topic lists the delivered visualizations for:

  • Contracts

  • Expenses

  • Project Costing

  • Grants

Contracts Visualizations

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Number Active Contracts by Contract Administer

Number Active Contracts by BU, Region and Type

Remaining Billing by BU by Region and Type

Remaining Billing Vs Remaining Revenue by BU

Average Remaining Contract Duration by BU and Region

Top 5 Contracts with Longest Remaining Duration by Customers

Largest 30 Contracts Started in the Last 30 Days

Contract Analytics

EP_CA_HDR_KIB

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Expenses Visualizations

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Top Travel Policy Violations

Top Expense Policy Violations

Activity with Non-Preferred Merchants by Employee

Activity with Non-Preferred Merchant by Expense Type

Employees Using Corporate Card for Personal Expenses

PeopleSoft Expenses: Travel Policy Violations Dashboard

EP_EX_SRCH_RISK_EXCP_KIB

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Top Travel Policy Violations

Expense Reports by Status

Non-Reimbursable Expenses on Corporate Card

Average Days to Expense Credit Card Transactions

Expense Report Denied by Expense Type

Travel Authorizations by Status

Travel Authorizations Denied by Expense Type

PeopleSoft Expenses: My Proxy Expense Activity Dashboard

EP_EX_SRCH_EMP_EXCP_KIB

EP_EX_SRCH_EMP_TAUTH_INSG

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Top Spenders

Total Activity by Expense Type

Credit Card vs Other Spending

Personal Charges to Credit Card

Expenses Billable Analysis

Average Days from Submission to Approval

Average Days from Approval to Payment

PeopleSoft Expenses: Performance & Operations Dashboard

EP_EX_SRCH_PERF_OPR_KIB

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On Hold/Pending Approvals

Overdue Cash Advances

Open Transactions for Inactive Employees

Non-Reimbursable Expenses by Employee

PeopleSoft Expenses: Expense Administrator Insights Dashboard

EP_EX_SRCH_CA_OVERDUE_WC_INSGT

EP_EX_SRCH_OTRANS_INEMP_WC_INSGT

EP_EX_SRCH_NON_REIMBEXP_WC_INSGT

EP_EX_SRCH_ONHOLD_PEND_WC_INSGT

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Project Costing Visualizations

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Project Financials by Period (Budgeted and Actual Cost)

Top 10 Projects for Actual Cost

Top 10 Managers for Actual Cost

Actual Cost by Project Types

Top 10 Source Types for Actual Cost

Top 10 Vendors for Actual Cost

Top 10 Expense Report Filers for Actual Cost

Project Cost Analytics

EP_PC_PROJ_RES_KIB

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Project Financials by Period (Budgeted, Actual Cost, and Billing Amount)

Top 10 Projects for Billing Amount

Top 10 Managers for Billing Amount

Top 10 Vendors for Billing Amount

Top 10 Billable Employees

Project Billing Analytics

EP_PC_PROJ_RES_KIB

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Project Financials by Period

Top 10 Projects for Actual Revenue

Top 10 Managers for Actual Revenue

Top 10 Vendors for Actual Revenue

Top 10 Profitable Employees

Project Revenue Analytics

EP_PC_PROJ_RES_KIB

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Year-Over-Year Total Actual Cost

Year-Over-Year Actual Revenue

Year-Over-Year Vendor Actual Cost

Year-Over-Year Profit (Loss)

Year-Over-Year Billing Amount

Year-Over-Year Billable Hours

Year-Over-Year Project Analytics

EP_PC_PROJ_RES_KIB

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Grants Visualizations

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Award Summary

Total Cost by Award

Billing by Sponsor

Billing by Project

Cost by Principal Investigator

Actual Cost by Contract Type

Cost by Source Type

Cost Reimbursable Award Financials

EP_CA_GM_PROJRES_INSIGHT

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Awards By Sponsor

Cost by Source Type

Cost by Supplier

F&A Reimbursement by Department

Billing by Project

Cost and Billing for Last 12 Months

Open Milestones by Due Date

Open Milestones Due in the Next 12 Months by Type and Due Date

Completed Milestones by Type

Funding Modifications in the Last Year and Forward

Future Award Starts and their Funding by Month

Open Proposals and their Funding by Month

Award Portal

EP_CA_GM_PROJRES_INSIGHT

EP_GM_AWD_INS

EP_GM_AWD_MILE_INS

EP_GM_AWD_MOD_INS

EP_GM_PROPOSAL_INS

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