Simplified Project Analytics

Simplified Analytics in the Project Costing enable project managers to compare metrics among the projects. With Simplified Analytics, users can create, customize and save analytic reports, and drill down to detailed information.

Simplified Analytics enables:

End users of a fluid application page to create contextual analytic reports. They can create their own reports based on the pre-defined templates by selecting the fields, filling the prompt fields, defining the layout, and selecting different types of visualizations.
Administrator or super user to create and publish reports (based on the configured base templates) to all users of the component.
End users to add a saved analytic report to the home page and view later.

Note:

To enable Simplified Analytics for a component, application developers or business administrators have to associate one or more Pivot Grid models (or base templates) to a component. They can also map page fields to the prompts that are associated with the template model to define the required context.

The Simplified Analytics feature is only available for fluid components in PeopleTools 8.55. This feature must be enabled for fluid components before users can use the Simplified Analytics Wizard to create and view analytic reports.

Simplified Analytic Name	Pivot Grid Model Name	Usage
Budget Vs Actual	PC_BUD_VS_ACT_CRRNT_PERIOD_SA	Allows the user to view the Cost Budget, Actual Budget, Cost Variance, Revenue Budget, and Revenue for a given Budget Period.
Budgets Not Finalized	PC_MY_UNPOST_BD_SA	Allows the user to view project budget information for budget plans that have not been finalized to Commitment Control (if the budget is for a Commitment Control ledger group), or Projects (if it is a Project Costing-only budget).
Closed Projects with Assets	PC_CLOSE_PRJ_ASSET_PVG_SA	Allows the user to view projects that have a processing status of Closed and have an asset associated with the project that is in an Open status.
Financial Summary	PC_FIN_SUM_LIFE_TO_DATE_SA	Allows the user to view the Cost Budget, Actual Budget, Cost Variance, Revenue Budget, and Revenue for the entire life of a project.
Project Unbilled Cost WIP	PC_UNBILLED_COST_WIP_FL_SA	Allows the user to view project costs that have not been billed or are work in progress for your projects.

Enabling/Disabling Simplified Analytics in Project Analytics

For Simplified Analytics, pivot grids must be assigned to a component. A pivot grid attached to a component forms the base of a Simplified Analytic.

Note:

Simplified Analytics is not available in small form factor (SFF).

Use the Assign Related Content (PTCS_SERVICECFG) page to enable/disable Simplified Analytics in the Project Analytics.

Navigation:

PeopleTools, and then Portal , and then Related Content Service, and then Manage Related Content Service

Search for Project Analytics and then click Edit. Verify if the Enable check box is selected for the Simplified Analytics.

Select/Deselect the Enable check box to enable/disable Simplified Analytics.

When Simplified Analytics is assigned to a component and enabled, the My Analytics panel is displayed on the right side of the component.

This example illustrates the fields and controls on the Project Analytics Page. You can find definitions for the fields and controls later on this page.

Use the My Analytics panel to create, edit, or view the analytic reports in the Project Analytics.

Create Analytics Wizard - Step 1

Use the Create Analytics Wizard - step 1 to specify the names of the analytic reports, select the analytic report template and select the display options that will be used to create the analytic report.

This example illustrates how to create an analytic report for Budget Vs. Actual. You can follow these steps to create other analytic reports.

Navigation:

Select the + button to create a new Analytic.

This example illustrates the fields and controls on the Create Analytics Wizard - Step 1 (Budget Vs. Actual). You can find definitions for the fields and controls later on this page.

Term	Definition
Analytics Name	Enter a name for the analytic report.
What kind of analytics would you like to create?	Displays the available analytic templates that are used to create the analytic report. The template you select from this list determines the fields and prompts in the next step of the wizard, Create Analytics - step 2. Note: This drop-down list is not available when only one template is available.
Display Option	Define the display options for the analytic reports. The following display options are available; you can use different combinations of these display options: Chart Simple table Pivot grid
Next	Click to advance the wizard to the next page.

Create Analytics Wizard - Step 2

Use the Create Analytics Wizard - step 2 to select the fields for the analytic reports and to change the default values of the prompt fields.

Navigation:

From the Create Analytics Wizard - step 1, click the Next button.

This example illustrates the fields and controls on the Create Analytics Wizard - Step 2 (Budget Vs. Actual). You can find definitions for the fields and controls later on this page.

Term	Definition
Choose Fields	Use this section to select the fields that will appear in the analytic reports. Some fields are preselected because those fields form a part of rows/columns/axis/filters in the base template model.
Previous	Click to go back to the Create Analytics Wizard - step 1.
Next	Click to advance the wizard to the next page, where you can preview the display of the analytic reports.

Term

Definition

Choose Fields

Use this section to select the fields that will appear in the analytic reports.

Some fields are preselected because those fields form a part of rows/columns/axis/filters in the base template model.

Click to go back to the Create Analytics Wizard - step 1.

Click to advance the wizard to the next page, where you can preview the display of the analytic reports.

Create Analytics Wizard - Step 3

Use the Create Analytics Wizard - step 3 to preview the analytic reports based on the display options, fields, and prompts selected in the previous steps of the wizard. Optionally, you can modify (by dragging and dropping, applying filters, and so on) the analytic reports to finalize the design and then click the Save button to save the final report.

Navigation:

From the Create Analytics Wizard - step 2, click the Next button.

This example illustrates the fields and controls on the Create Analytics Wizard - Step 3 (Budget Vs. Actual). You can find definitions for the fields and controls later on this page.

From the preview window, use the Save button to save the analytic report.

On saving the analytic report, the Add to Homepage button is enabled which you can use to add the analytic report to the fluid homepage. For more information, see Adding Analytic Reports to the Fluid Homepage section in PeopleTools: Pivot Grid

If you are an administrator or super user, saving the analytic report enables the Publish Options button which you can use to publish the analytic reports to the My Analytics section or the Tile repository of all users of the component. For more information, see Publishing the Analytic Report section in PeopleTools: Pivot Grid

Note:

The buttons Add to Homepage and Publish Options are displayed only when you view the analytic report on a tablet, Laptop or a large monitor. These buttons are not displayed on a smartphone.

Follow the same steps to create analytic reports for Budgets Not Finalized, Closed Projects with Assets, Financial Summary and Project Unbilled Cost WIP Analytics.

For additional information on Simplified Analytics, see PeopleTools: Pivot Grid