Project Valuation

You can set up templates that contain evaluation criteria for project and activity summary information. The templates can be used by anyone with security access to the Project Valuation component (PC_VALN_ANALYTICS). To perform the evaluation, you select a business unit, project, and template that the system uses to calculate a summary view of different project dimensions, and an activity-based view of financial data.

Project-level summary data is set up with these criteria:

• Transaction group criteria: Transaction rows with the same analysis group, source type, category, and subcategory.

  Transaction group summary values appear on the Project Valuation page, and can be used in formulas to calculate financial status.

• Reporting calculations: Formulas using up to three transaction groups and operators (+, −, *, and /).

  You can create arithmetic equations using parentheses to calculate statistics such as the actual percent of budget. Reporting calculation results appear below the transaction group summary rows on the Project Valuation page.

• Analysis groups: Groups that are used to summarize the project ChartField rows that appear in the Project Overview grid on the Project Valuation page.

• Project ChartField criteria: Summary rows with the same combination of source type, category, and subcategory.

  The system summarizes project-related ChartField rows by user-specified analysis groups.