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:

• Project Percent Complete Actual Labor

  Important:

  To use the shipped Project Percent Complete Actual Labor dataset:

  1. Go to Setup > Accounting > Accounting Preferences.

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

     Subtab	Feature Name
     Time & Expenses	Require Approvals on Time Records Advanced Approvals on Time Records

  3. Click Save.

• Project Percent Complete Actual Non Labor

• Project Percent Complete Budget Labor

• Project Percent Complete Budget Non Labor

  Note:

  For the Project Percent Complete Budget Non Labor dataset, go to Formulas > Amount. The default margin is zero, but you can change it as per your business requirements.

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

• Project Cost-to-Cost Percent Complete
• Installing the Project Cost-to-Cost Percent Complete SuiteApp
• Prerequisites for Installing the Project Cost-to-Cost Percent Complete SuiteApp
• Roles and Permissions
• Supported Languages in Project Cost-to-Cost Percent Complete SuiteApp
• Project Cost-to-Cost Percent Complete SuiteApp Error Messages
• Language Specific Actual Cost Label
• Project Cost-to-Cost Percent Complete SuiteApp Limitations

General Notices