Project Income Statement Dashboard

The Project Income Statement dashboard displays the comparison of revenue and costs to calculate the net income or loss for a project. The result groups revenue by revenue category and expenses by expenditure category.

The dashboard uses the Project Billing - Revenue Real Time and Project Costing - Actual Costs Real Time subject areas.

The dashboard consists of the Project Income Statement analysis.

Key Insights

This dashboard answers the following business questions:

  • Is my project profitable?

  • Can I view my project expense and revenue grouped by expense and revenue categories?

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 determine if a project is making profit or incurring loss.

What can I do with this dashboard?

You can:

  • Review project expenses and revenue by expense and revenue categories

  • Gain insight into the consolidated financial picture of your project.

  • View income statements by project number

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

Project Number

Dashboard prompt

  • Choice list

  • Required

  • Default selection SQL:

    SELECT MIN("Project"."Project Number") FROM "Project Billing - Revenue Real Time"

The following table lists the views in the Project Income Statement analysis.

View

Displayed Information

View Name

Project Income Statement

View Sections

  • Revenue and Expense

  • Net Income

  • Currency Note

Table Column and Measures

  1. Revenue and Expense

    1. Category

    2. Amount

  2. Net Income

    1. Net Income/Loss

  3. Currency Note

    1. Currency Type