Creating and Updating a Project Cost Percent Complete Dataset

To create or update a project cost percent complete dataset from the Analytics page:

To create or update a project cost percent complete dataset:

  1. Go to Analytics.

  2. Click the Datasets tab to edit or create a new dataset.

    Note:

    For more information, refer to Custom Workbooks and Datasets.

  3. Select the required dataset.

  4. Click the information icon next to the name of the dataset.

  5. Click See Dataset Column Details.

  6. Add the Percent Complete Project, Percent Complete Date, and Percent Complete Amount aliases. You should map the aliases to the project type, date type, and amount type dataset columns, respectively.

  7. Click Apply.

The default workbook is Project Percent Complete Custom Criteria, and it's linked to the following default shipped datasets:

Note:

The date filter doesn't apply to Labor Budget, Non Labor Budget, and Additional Cost Budget Dataset datasets on the Project Cost Percent Complete Rule page.

The default datasets include filters, can be customized, and can’t be deleted.

Important:

To use the shipped datasets:

  1. Go to Setup > Company > Enable Features.

  2. Check the box for each of the following features.

    Subtab

    Feature Name

    Company

    • Job Costing and Project Budgeting

  3. Click Save.

Related Topics

General Notices