Enterprise Service Automation Visualizations
This topic lists the delivered visualizations for:
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Contracts
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Expenses
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Project Costing
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Grants
Contracts Visualizations
| Visualization | Dashboard | Search Definition | Update Image |
|---|---|---|---|
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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
| Visualization | Dashboard | Search Definition | Update Image |
|---|---|---|---|
|
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 |
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 |
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 |
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
| Visualization | Dashboard | Search Definition | Update Image |
|---|---|---|---|
|
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 |
Update Image 44 |
|
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 |
Update Image 44 |
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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 |
Update Image 44 |
Grants Visualizations
| Visualization | Dashboard | Search Definition | Update Image |
|---|---|---|---|
|
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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