Project Billing Events Dashboard

The Project Billing Events dashboard displays the project contract billing events at an individual transaction level.

The dashboard uses the Project Billing - Event Real Time subject area.

The dashboard consists of the Project Billing Events analysis and you can drill down to the following analyses from the Project Billing Events analysis.

  • Project Billing - Invoiced Transactions Analysis

  • Project Revenue - Recognized Transactions

Key Insights

This dashboard answers the following business questions:

  • Which are the billing events for a project or contract and contract line?

  • Which billing events are missing an event completion date?

Frequently Asked Questions

The following table lists the frequently asked questions about this dashboard.

FAQ

Answer

How do I find this dashboard?

Reports and Analytics - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the details of the billing events for a project or contract.

What can I do with this dashboard?

You can:

  • View the billing event details for different invoice and revenue statuses.

  • View the billing details based on the billing event completion date.

  • Drill down to the Project Billing - Invoiced Transactions Analysis using the Invoiced Amount column.

  • Drill down to the Project Revenue - Recognized Transactions Analysis using the Recognized Amount column.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

The following table lists the prompts and filters used in the dashboard.

Column

Type

Rules

Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Event Usage

Dashboard prompt

  • Choice list

  • Default selection: Custom Values

Invoice Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Revenue Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Completion Date On or Before

Dashboard prompt

  • Calendar

  • Default selection SQL Results:

    SELECT MAX("Event Details"."Completion Date") FROM "Project Billing - Event Real Time"

The following table lists the views in the Project Billing Events Analysis.

View

Displayed Information

View Name

Project Billing Events Analysis

View Sections

None

Table Column and Measures

  1. Contract Number

  2. Contract Line Number

  3. Project Number

  4. Task Number

  5. Use for Invoices

  6. Use for Revenue

  7. Revenue Status

  8. Event Type

  9. Event Completion Date

  10. Event Amount

  11. Contract Currency

  12. Invoiced Amount

  13. Unbilled Amount

  14. Recognized Amount

  15. Unrecognized Amount