3Subject Areas and Predefined Analyses

This chapter contains the following:

Data Structure for Analytics: Explained

The BI repository defines which columns (or slices of data) are available for you to include in analyses, and where data for each column comes from. The repository is organized into subject areas which contain folders with columns. You can also use the BI repository as a data source for reports.

Columns

The following table describes the three types of columns.

Column Type Description Example

Fact

Provides a measure of values that are numbers.

Credit Amount in Contract Currency

Attribute

Represents information about a business object with values that are dates, IDs, or text.

Attribute columns can be flexfield segments imported into the BI repository.

Contract Association Level

Hierarchy

Holds data values that are organized in a hierarchical manner.

Date - Week To Year hierarchy contains:

  • Total

  • Week To Year

  • Week

  • Day Detail

Subject Areas

To create an analysis:

  1. Select a subject area which contains columns related to a specific business object or business area. For example, Project Billing - Invoices Real Time.

  2. Open folders within the subject area to find the columns to include in your analysis. For example, you can open the Project folder and select the Project Ledger Currency column within it.

Folders

Each subject area has one fact folder and a number of dimension folders. Folders can have subfolders. For example, the Project folder in Project Billing - Invoices Real Time subject area has multiple subfolders like Project Classification, Project Data Attributes, Project Record Information, and so on.

  • Fact folders:

    • Contain fact columns.

    • Are usually at the bottom of the list of folders and are usually named after the subject area.

  • Dimension folders:

    • Contain attribute and hierarchical columns.

    • Are joined to the fact folder within a subject area.

      For example, if your analysis has Currency attribute from a dimension folder, you see a currency column in the results. If you also add the Total fact, then your analysis includes only those records that have both currency and total amount columns populated. Adding certain columns can reduce the query set for your analysis depending on how you joined them in the query.

      Note: If you add attributes that don't have a value, you see them as null in the results if you joined them appropriately in the query.
    • Can be common folders or contain common dimensions that appear in more than one subject area. If your analysis has columns from multiple subject areas then you must include:

      • Columns from dimension folders that are common to all those subject areas. At least one such column is mandatory.

      • One column from the fact folder in each of those subject areas.

Subject Areas for Oracle Project Portfolio Management Real-Time Analyses: Overview

You can use multiple subject areas to create real-time analyses and dashboards for Oracle Project Portfolio Management as listed below.

Subject Area Description Business Questions

Projects - Period Close Exceptions

Analyze project period close exceptions associated to unprocessed costs, expenditures, and revenue. View pending transactions by using dimensions such as project, task, expenditure type, project organization, and message type.

  • Which transactions prevent project period closure?

  • What is the amount of pending transactions?

  • Which projects have pending transactions?

Project Billing - Event Real Time

Analyze real-time information of project contract billing events. View project contract billing events at an individual transaction level and analyze billing events using dimensions such as contract, contract line, project, and task. You can also analyze billing events by event details such as event type, completion date, invoice revenue and status, and reversal indicator.

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

  • What's the total amount or number of completed billing events which are not invoiced or recognized for revenue for a contract and contract line?

  • Which billing events are on an invoice hold or a revenue hold?

  • Which billing events are potentially missing an event completion date?

Project Billing - Funding Real Time

Gain insight into project contract funding information to analyze funds consumed for invoice and revenue, and funds remaining by using dimensions such as customer, organization, contract, billing type, project, task, and time.

  • Which are the contract lines for a contract?

  • How much of the contract line amount is invoiced and recognized for revenue?

  • Which projects are linked to contracts?

  • Which project contracts are active for a business unit?

Project Billing - Invoices Real Time

Gain insight into real-time project contract invoice information at an individual transaction level and analyze invoicing, concessions, and credits by using dimensions such as customer, organization, contract, billing type, project, task, employee, time, and currency.

  • What are the transactions for an invoice line?

  • Which invoices need attention?

  • What are the invoice line details for a particular invoice?

  • Who are the contracted customers for a business unit?

Project Billing - Revenue Real Time

Analyze real-time information on revenue recognized for project contracts. View project contract revenue information at an individual transaction level by using dimensions such as customer, organization, contract, billing type, project, task, employee, time, and currency.

  • Which contracts have actual revenue in the current accounting year?

  • Which contracts have the lowest actual revenue in the current accounting period?

  • What's the actual revenue trend for accounting periods in the selected accounting year?

Project Control - Budgets Real Time

Analyze project budget data such as raw and burdened cost, planned effort, revenue, and margin for current working, current baseline, and original baseline budget versions. View real-time project budget information by using dimensions such as project, task, employee, time, and planning resource.

  • Which projects are under a business unit and what are the statuses of these projects?

  • What's the budgeted amount for a project for the various budget versions?

  • What's the planned effort and revenue amount for a project for the various budget versions?

Project Control - Forecasts Real Time

Analyze project forecast data for current, prior, and original forecast versions. View real-time forecast data such as raw and burdened cost, planned effort, revenue, margin, and variance measures such as cost variance, revenue variance, and so on by using dimensions such as project, task, employee, time, and planning resource.

  • What are the raw and burdened costs for a project?

  • What's my cost variance?

  • What's my margin on a project?

  • What's the forecasted revenue for a project?

  • What are the different forecast versions for my project?

Project Control - Progress Real Time

Analyze project progress and view specific progress details such as actual cost, estimated effort to complete, cost percent spent, physical percent complete, and estimated cost at completion. Measure project performance using earned value metrics, including cost variance, cost performance index, and schedule performance index. Analyze performance trends as progress is captured over time and use that information to estimate and control project outcomes.

  • What's the latest published physical percent complete for all tasks?

  • What's the latest published physical percent complete for summary tasks?

  • What are the planned and actual costs for each task as per the latest published progress?

  • What are the cost and schedule performance indexes on my project?

Project Costing - Actual Costs Real Time

Analyze actual project costs by viewing supplier, labor, nonlabor, and third-party transaction project costs. View specific costs, associated expenditure items, and distribution line details for a specific project, task, task hierarchy, employee, project organization, and expenditure organization for a specific time period.

  • Which capitalizable costs are not yet capitalized?

  • How much does each transaction source contribute to project costs?

  • Which transactions contribute to the total cost of my projects?

Project Costing - Assets Real Time

Analyze capital projects and identify possible exceptions by comparing expensed and capitalizable costs. Track capitalizable costs throughout the capitalization process and review asset details, view asset assignments to projects and tasks, analyze amounts charged to different accounts, and drill down to cost distribution lines.

  • What's the total capitalized cost of my assets?

  • How's an expenditure item allocated across assets?

  • Which cost distributions are included in an asset line?

  • Which assets are assigned to a task?

Project Costing - Commitments Real Time

Gain insight into project commitment transactions from the procure-to-pay flow. View requisition, purchase order, and supplier invoice measures for a project, task, task hierarchy, project organization, and expenditure organization for a specific time period.

  • What are the requisitions and purchase orders that still have commitment costs for my project?

  • What are the outstanding commitments for my project?

  • Which commitments are associated with my capital projects?

Project Costing - Expenditure Item Performance - Real Time

Analyze expenditure item performance by gaining insight into project expenditure item costs, and billing and revenue details. View expenditure item type and class information for project, task, task hierarchy, employee, project organization, and expenditure organization for a specific time period.

  • What are the billing and revenue details by project?

  • What was the expenditure incurred on a project in a prior week?

  • Which expenditure items are associated with my capital projects?

Project Costing - Unprocessed Transactions Real Time

Analyze unprocessed project transactions sourced from Oracle Fusion or third-party applications and view general details about pending, failed, and unprocessed transactions including the original source and processing information. View unprocessed transactions for a project, task, task hierarchy, employee, related expenditure types, project organization, and expenditure organization for a specific time period.

  • What unprocessed transactions are waiting to be sent to Oracle Project Portfolio Management?

  • Which transactions weren't successfully imported to Oracle Project Portfolio Management?

Project Management - Baseline Versions Real Time

Analyze the multiple baseline versions information for the projects that you manage using dimensions such as project, task, task hierarchy, and baseline version details. View the real-time information through baseline version metrics such as baseline variance with current dates, effort, and costs.

  • What's the baseline history information for my projects?

  • What's the schedule, effort, and cost variance across multiple baselines for my tasks or projects?

Project Management - Change Management Real Time

Analyze real-time project change order information using dimensions such as change order reason, status, impact, participant, time, and project.

  • What's the number of pending change orders grouped by various stages?

  • What are the reasons for change orders?

  • What's the estimated cost and revenue for the change order?

  • What's the current stage and status of the change order?

Project Management - Opportunity Integration Real Time

Analyze specific project opportunity details such as status, win probability percentage, deal amounts, and weighted labor bill and cost amounts. View real-time information through opportunity-related project metrics using dimensions such as opportunity, project, and time.

  • How many projects are in the pipeline for each customer?

  • What's the weighted (adjusted) revenue for all projects under this branch of the enterprise project structure?

  • Which are the projects for this opportunity?

  • How much did it cost to pursue this deal?

  • What are the win probabilities for opportunities on a project?

  • What are the deal and weight labor bill amounts on a project?

Project Management - Planning Real Time

Analyze project plan data and view specific project plan details such as start and finish dates, progress information, planned, actual, and remaining cost, and labor effort. View real-time information through project plan metrics using dimensions such as project, task, employee, progress status, resource, sprint, and time.

  • What are the planned billing amounts for my projects?

  • What are the operating margins for my projects?

  • What are the planned and actual margins and margin percentages for my projects?

  • What are the planned and actual costs for my projects?

  • How much effort is planned per resource role for my projects?

Project Management - Project Issues Real Time

Analyze the issues and related action items that you own or create, or that are related to projects that you manage. View real-time information across different dimensions such as project, owner, issue type, and status.

  • Which issues are open for my projects, along with their details?

  • Which issues are open for an individual owner?

  • What are my action items?

  • What patterns are apparent from historic performance on issues? What can we learn from analysis of issues that could help future project performance?

Project Management - Project Hierarchy Real Time

Analyze project plan data such as cost, schedule, effort, and bill amounts rolled up to enterprise project structure. Analyze real-time information through project hierarchy metrics using dimensions such as project hierarchy, resource, employee, task, task hierarchy, progress status, time, project, and sprint.

  • What are the actual costs for my EPS elements?

  • What are the total costs for my EPS elements?

Project Management - Project Resources Real Time

Analyze real-time project resource allocation information, for example, project labor and expense resource allocations using dimensions such as employee, resource class, resource, project role, project resource assignment status, project, and opportunity.

  • What are the statuses of the resources currently working on my projects?

  • Who are the planned resources assigned to my projects?

  • What are the allocated hours for my project resources?

Project Management - Project Work Items Real Time

Analyze real-time project work item information and view specific project work item details such as deliverables, concepts, proposals, requirements specifications, product change orders, items, and negotiations. View real-time information through work item metrics using dimensions such as project, task, priority, and status.

  • What are the work items for my projects?

  • What are the work item statuses that determine the completion of my project tasks?

  • Which of my project deliverables are overdue, due soon, and yet to start?

  • What are the allocated hours for my project resources?

Project Management - Requirements Real Time

Analyze real-time project backlog information for your project backlog items using dimensions such as requirement hierarchy, sprint, product, release, scrum master, backlog owner, project, and task.

  • What's the total number of backlog items by status for a product in a given sprint?

  • What's the total number of story points achieved in each sprint of a release?

  • Which of my backlog items have exceptions?

  • What are the planned hours for each backlog item?

  • What are the backlog items for my projects in a sprint?

  • What's the remaining effort for my backlog items?

Project Resource Management - Resource Management Real Time

Analyze real-time project resource assignment information, for example, project resource supply, demand (requests and assignments), and utilization using dimensions such as resource, resource pool, role, qualification, time, and project.

  • Which requests are in Open or Resource Proposed status?

  • What's the forecasted revenue and margin for resource requests that are in Open or Resource Proposed status?

Project Resource Management - Resource Pool Real Time

Analyze real-time resource pool information using dimensions such as resource, resource pool, resource pool membership, resource pool hierarchy, department, and location.

  • Which resources belong to a resource pool?

  • What are the dates of pool membership for a resource?

  • What's a resource's pool membership history since the resource was hired?

Project Management - Task Management Real Time

Analyze the tasks that you own or create, including project tasks, to-do tasks, action items, and milestones.

  • Which project tasks are due in 7 days?

  • In how many days are my project tasks due?

  • Which project tasks are incomplete?

  • Which project tasks, milestones, and action items are due?

Projects - Cross Subject Area Analysis - Real Time

Analyze real-time information on project performance, including budgets, forecasts, costs, commitments, revenue, and invoices using dimensions such as award, fiscal calendar, employee, project, task, organizations, and time.

  • Is my project profitable?

  • How much funding has my contract consumed?

  • How much has been invoiced for my contract?

  • How does my budgeted cost compare against my actual and forecast costs?

  • What are my committed costs for a project?

  • How does my budgeted revenue compare against my actual and forecast revenue?

Projects - Grants Management - Award Analysis Real Time

Analyze real-time award information using dimensions such as award, award project, keyword, certification, reference types, and time.

  • What are the awards for a specific keyword, for example, awards on diabetes research?

  • Which award certifications expire in the next 30 days?

  • What are the proposal numbers for the awards?

  • Which are the certifications awarded for various projects?

Projects - Grants Management - Award Funding Real Time

Analyze real-time award funding information using dimensions such as award, award project, budget period, funding source, sponsor, personnel, keyword, organization credits, and time.

  • Which awards are currently active?

  • Which awards are past their end dates but weren't closed?

  • What's the allocated funding amount for each project of an active award?

  • What's the total funding by department year over year?

  • What awards have funding not allocated to projects?

Projects - Performance Reporting Real Time

Measure project performance using various summary reporting metrics such as total cost, ITD actual cost, revenue, billed amount, and so on at the project, task, and resource levels. Analyze project performance measures by fiscal periods to gain insight into holistic project health. You must submit the Update Project Performance Data process for different data sources so that your analyses and dashboards display accurate data.

  • What's the project expenditure for a specific task and resource?

  • Which tasks and resources don't have correct expense estimates?

  • Which project generates the most revenue for my organization?

  • Which task and resource have the highest costs? What's my budgeted profit and actual profit?

  • What are my planning and actual cost amounts grouped by expenditure category and expenditure type?

The following table lists the currencies supported by each subject area.

Subject Area Ledger Currency Entered Currency Project Currency Contract Currency

Projects - Period Close Exceptions

Yes

No

No

No

Project Billing - Event Real Time

Yes

Yes

Yes

Yes

Project Billing - Funding Real Time

No

No

No

Yes

Project Billing - Invoices Real Time

Yes

Yes

Yes

Yes

Project Billing - Revenue Real Time

Yes

Yes

Yes

Yes

Project Control - Budgets Real Time

Yes

Yes

Yes

No

Project Control - Forecasts Real Time

Yes

Yes

Yes

No

Project Control - Progress Real Time

Yes

No

Yes

No

Project Costing - Actual Costs Real Time

Yes

Yes

Yes

The project currency is valid for all measures except for the Transfer Price measures.

No

Project Costing - Assets Real Time

Yes

Yes

Yes

No

Project Costing - Commitments Real Time

Yes

Yes

Yes

No

Project Costing - Expenditure Item Performance - Real Time

Yes

Yes

Yes

No

Project Costing - Unprocessed Transactions Real Time

Yes

Yes

Yes

No

Project Management - Baseline Versions Real Time

No

No

Yes

No

Project Management - Change Management Real Time

No

No

Yes

No

Project Management - Opportunity Integration Real Time

No

No

Yes

No

Project Management - Planning Real Time

No

No

Yes

No

Project Management - Project Issues Real Time

No

No

No

No

Project Management - Project Hierarchy Real Time

No

No

Yes

No

Project Management - Project Resources Real Time

No

No

No

No

Project Management - Project Work Items Real Time

No

No

No

No

Project Management - Requirements Real Time

No

No

No

No

Project Resource Management - Resource Management Real Time

No

No

Yes

No

Project Resource Management - Resource Pool Real Time

No

No

No

No

Project Management - Task Management Real Time

No

No

No

No

Projects - Cross Subject Area Analysis - Real Time

Yes

Yes

Yes

Yes

The contract currency is valid only for invoice and revenue related measures.

Projects - Grants Management - Award Analysis Real Time

No

No

No

No

Projects - Grants Management - Award Funding Real Time

Yes

Yes

Yes

Yes

Projects - Performance Reporting Real Time

Yes

No

Yes

No

Available Dimensions for Oracle Project Portfolio Management Subject Areas: Overview

Each subject area has a number of dimension folders and one fact folder. The dimension folders contain attribute and hierarchical columns. Dimensions are joined to the fact folder within a subject area. If an analysis you use has the Currency attribute from a dimension folder, you see a currency column in the results. This table describes the dimensions you can use for analyses in Oracle Project Portfolio Management.

Subject Area Dimensions

Projects - Period Close Exceptions

  • Award

  • Employee

  • Event Details

  • Event Type

  • Exception Measures

  • Expenditure Class

  • Expenditure Item

  • Expenditure Type

  • Fiscal Calendar

  • Item

  • Job

  • Ledger

  • Message Details

  • Miscellaneous Inventory Transaction

  • Nonlabor Resource

  • Organizations

  • Payables Invoice Details

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Projects Calendar

  • Purchase Order Receipt Accrual

  • Report Detail

  • Root Cause Message Details

  • Supplier

  • Task

  • Unprocessed Transaction Details

  • Work Type

Project Billing - Event Real Time

  • Billing Event Measures

  • Currency Exchange Details

  • Event Details

  • Event Type

  • Fiscal Calendar

  • Organizations

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Task

  • Task Hierarchy

  • Time

Project Billing - Funding Real Time

  • Contract Customer

  • Contract Customer Account

  • Currency Details

  • Fiscal Calendar

  • Funding Details

  • Organizations

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Project Contract Measures

  • Project Funding Measures

  • Task

  • Task Hierarchy

  • Time

Project Billing - Invoices Real Time

  • Award

  • Bill-to Customer

  • Bill-to Customer Account

  • Contract Customer

  • Contract Customer Account

  • Contract and Project Details

  • Credits and Write-offs

  • Currency Exchange Details

  • Customer Details

  • Employee

  • Event Details

  • Expenditure Item

  • Expenditure Type

  • Fiscal Calendar

  • Institution

  • Intercompany and Interproject Details

  • Invoice Calculation

  • Invoice Details

  • Invoice Processing

  • Invoice Transaction Measures

  • Ledger

  • Legal Entity

  • Organizations

  • Primary Sponsor

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Receiver Fiscal Calendar

  • Task

  • Task Hierarchy

  • Tax Details

  • Time

Project Billing - Revenue Real Time

  • Accounting Class

  • Award

  • Balancing Segment

  • Contract Customer Account

  • Contract and Project Details

  • Cost Center

  • Currency Exchange Details

  • Employee

  • Event Details

  • Expenditure Item

  • Fiscal Calendar

  • GL Accounting Date

  • GL Accounting Date Fiscal Calendar

  • General Ledger Account

  • Institution

  • Intercompany and Interproject Details

  • Job

  • Ledger

  • Legal Entity

  • Natural Account

  • Organizations

  • Primary Sponsor

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Receiver Fiscal Calendar

  • Revenue Accounting Details

  • Revenue Calculation

  • Revenue Details

  • Revenue Transaction Measures

  • Task

  • Task Hierarchy

  • Time

Project Control - Budgets Real Time

  • Award

  • Employee

  • Fiscal Calendar

  • Institution

  • Organizations

  • Primary Sponsor

  • Project

  • Project Budget

  • Project Budget Version

  • Projects Calendar

  • Receiver Fiscal Calendar

  • Resource Class

  • Task

  • Task Hierarchy

  • Time

Project Control - Forecasts Real Time

  • Employee

  • Fiscal Calendar

  • Forecast Fact

  • Organizations

  • Project

  • Project Forecast Version

  • Projects Calendar

  • Receiver Fiscal Calendar

  • Resource Class

  • Task

  • Task hierarchy

  • Time

Project Control - Progress Real Time

  • Organizations

  • Progress

  • Progress As Of Date

  • Progress Measures

  • Progress Status

  • Progress

  • Project

  • Task

Project Costing - Actual Costs Real Time

  • Accounting Class

  • Adjustment Details

  • Award

  • Balancing Segment

  • Capitalization Details

  • Cost Accounting Details

  • Cost Center

  • Currency Exchange Details

  • Effort Details

  • Employee

  • Expenditure Class

  • Expenditure Item

  • Expenditure Item Billing Details

  • Expenditure Item Revenue Details

  • Expenditure Item and Cost Distribution Cross-Charge Transaction Details

  • Expenditure Item and Cost Distribution Details

  • Expenditure Type

  • Fiscal Calendar

  • GL Accounting Date

  • GL Accounting Date Fiscal Calendar

  • General Ledger Account

  • Imported Cost Accounts

  • Institution

  • Item

  • Job

  • Ledger

  • Legal Entity

  • Natural Account

  • Nonlabor Resource

  • Organizations

  • Original Source References

  • Primary Sponsor

  • Processing Details

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Projects Calendar

  • Receiver Fiscal Calendar

  • Receiver Ledger Currency Exchange Details

  • Supplier

  • Task

  • Task Hierarchy

  • Time

  • Transfer Price Currency Exchange Details

  • Work Type

Projects Costing - Assets Real Time

  • Capital Event

  • Cost Distribution Line

  • Currency Exchange Details

  • Expenditure Item

  • Project

  • Project Asset

  • Project Asset Line

  • Time

Project Costing - Commitments Real Time

  • Award

  • Commitment Details

  • Currency Details for Commitments

  • Expenditure Class

  • Expenditure Type

  • Fiscal Calendar

  • Institution

  • Item

  • Ledger

  • Legal Entity

  • Organizations

  • Primary Sponsor

  • Project

  • Projects Calendar

  • Receiver Fiscal Calendar

  • Resource Class

  • Supplier

  • Task

  • Task Hierarchy

  • Time

  • Work Type

Project Costing - Expenditure Item Performance - Real Time

  • Capitalization Details

  • Currency Exchange Details

  • Effort Details

  • Employee

  • Expenditure Class

  • Expenditure Item Billing Details

  • Expenditure Item Details

  • Expenditure Item Revenue Details

  • Expenditure Type

  • Item

  • Job

  • Legal Entity

  • Nonlabor Resource

  • Organizations

  • Original Source References

  • Processing Details

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Receiver Ledger Currency Exchange Details

  • Supplier

  • Task

  • Task Hierarchy

  • Work Type

  • Comments

Project Costing - Unprocessed Transactions Real Time

  • Award

  • Currency Exchange Details for Unprocessed Transactions

  • Employee

  • Expenditure Class

  • Expenditure Type

  • Imported Cost Accounts

  • Institution

  • Item

  • Job

  • Nonlabor Resources

  • Organizations

  • Primary Sponsor

  • Project

  • Projects Calendar

  • Supplier

  • Task

  • Task hierarchy

  • Time

  • Unprocessed Transactions Adjustment Details

  • Unprocessed Transactions Details

  • Unprocessed Transactions Effort Details

  • Unprocessed Transactions Original Source References

  • Unprocessed Transactions Processing Details

  • Work Type

Project Management - Baseline Versions Real Time

  • Baseline Version Details

  • Baseline Version Measures

  • Organizations

  • Primary Resource

  • Project

  • Task

  • Task Hierarchy

Project Management - Change Management Real Time

  • Change Management Measures

  • Change Order

  • Organizations

  • Project

  • Time

Project Management - Opportunity Integration Real Time

  • Currency Detail

  • Opportunity

  • Opportunity Based Measures

  • Organizations

  • Project

  • Project Plan Dates

  • Project Planning Measures

  • Project Progress Status

  • Time

Project Management - Planning Real Time

  • Employee

  • Milestone

  • Organizations

  • Primary Resource

  • Project

  • Project Plan Baseline

  • Project Plan Dates

  • Project Plan Details

  • Project Planning Measures

  • Project Progress Status

  • Resource

  • Resource Class

  • Sprint

  • Task

  • Task Hierarchy

  • Time

Project Management - Project Issues Real Time

  • Action Item Creator

  • Action Item Details

  • Action Item Measures

  • Action Item Owner

  • Action Item Status

  • Issue Closed Reason

  • Issue Creator

  • Issue Details

  • Issue Measures

  • Issue Owner

  • Issue Priority

  • Issue Status

  • Issue Type

  • Organizations

  • Project

  • Time

Project Management - Project Hierarchy Real Time

  • Opportunity

  • Opportunity Based Measures

  • Organizations

  • Project

  • Project Hierarchy

  • Project Hierarchy Measures

  • Project Progress Status

  • Time

Project Management - Project Resources Real Time

  • Employee

  • Opportunity

  • Organizations

  • Project

  • Project Resource Details

  • Project Resource Finish Date

  • Project Resource Measures

  • Project Resource Start Date

  • Project Role

  • Resource

  • Resource Assignment Status

  • Resource Class

  • Time

Project Management - Project Work Items Real Time

  • Organizations

  • Project

  • Task

  • Task Hierarchy

  • Time

  • Work Item Creator

  • Work Item Details

  • Work Item Measures

  • Work Item Owner

  • Work Item Priority

  • Work Item Status

  • Work Item Type

Project Management - Requirements Real Time

  • Acceptance Criteria

  • Backlog Item Details

  • Backlog Item Measures

  • Milestone

  • Organizations

  • Owner

  • Priority

  • Product

  • Project

  • Release

  • Requirement

  • Requirement Hierarchy

  • Scrum Master

  • Sprint

  • Status

  • Task

  • Task Effort Measures

Project Management - Task Management Real Time

  • Issue

  • Milestone

  • Organizations

  • Primary Resource

  • Project

  • Project Progress Status

  • Resource

  • Tag

  • Task

  • Task Creator

  • Task Dates

  • Task Follower

  • Task Management Details

  • Task Management Measures

  • Task Owner

  • Task Type

Project Resource Management - Resource Management Real Time

  • Assignment

  • Organizations

  • Project

  • Project Assignment Dates

  • Project Request Dates

  • Project Resource Actual

  • Project Resource Assignment

  • Project Resource Request

  • Project Resource Supply

  • Project Resource Utilization

  • Project Role

  • Qualification

  • Request

  • Resource

  • Supply

  • Time

Project Resource Management - Resource Pool Real Time

  • Resource

  • Resource Pool

Projects - Cross Subject Area Analysis - Real Time

  • Award

  • Award Funding Details

  • Award Funding Measures

  • Award Project Funding Measures

  • Bill-to Customer

  • Budget Transaction Measures

  • Commitment Transaction Measures

  • Cost Transaction Measures

  • Currency

  • Employee

  • Fiscal Calendar

  • Forecast Transaction Measures

  • Invoice Transaction Measures

  • Organizations

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Receiver Fiscal Calendar

  • Resource

  • Revenue Transaction Measures

  • Task

  • Task Hierarchy

  • Time

Projects - Grants Management - Award Analysis Real Time

  • Award

  • Award Certification Measures

  • Award Keyword Measures

  • Award Reference Measures

  • Certification

  • Keyword

  • Project

  • Reference Type

Projects - Grants Management - Awards Funding Real Time

  • Award

  • Award Funding Details

  • Award Funding Measures

  • Award Keyword Measures

  • Award Performance Measures

  • Award Project

  • Award Project Funding Measures

  • Fiscal Calendar

  • Institution

  • Keyword

  • Organization Credit

  • Organizations

  • Personnel

  • Primary Sponsor

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Terms and Conditions

  • Time

Projects - Performance Reporting Real Time

  • Fiscal Calendar

  • Organizations

  • Project

  • Project Contract Header Details

  • Project Contract Line Details

  • Project Performance Measures

  • Resource

  • Resource Class

  • Resource Hierarchy

  • Task

  • Task Hierarchy

Predefined Analytics for Oracle Project Portfolio Management: Overview

You can use the following predefined analyses and dashboards for your reporting needs. Based on your requirements, you can use these directly or copy and customize them.

Subject Area Title

Project Billing - Event Real Time

  • Project Billing Events

  • Project Billing - Invoiced Transactions

    This analysis is also listed under the Project Billing - Invoices Real Time subject area.

  • Project Revenue - Recognized Transactions

    This analysis is also listed under the Project Billing - Revenue Real Time subject area.

Project Billing - Funding Real Time

  • Project Contract Lines

  • Project Contract List

These analyses are also listed under the Project Billing - Invoices Real Time and Project Billing - Revenue Real Time subject areas.

Project Billing - Invoices Real Time

  • Project Contract Lines

    This analysis is also listed under the Project Billing - Funding Real Time and Project Billing - Revenue Real Time subject areas.

  • Project Contract List

    This analysis is also listed under the Project Billing - Funding Real Time and Project Billing - Revenue Real Time subject areas.

  • Project Billing - Invoiced Transactions

    This analysis is also listed under the Project Billing - Event Real Time subject area.

  • Project Billing - Invoice Lines

  • Invoices by Status

Project Billing - Revenue Real Time

  • Project Revenue - Recognized Transactions

    This analysis is also listed under the Project Billing - Event Real Time subject area.

  • Project Revenue - Contract Lines

  • Revenue by Contract

  • Project Income Statement

    This analysis is also listed under the Project Costing - Actual Costs Real Time subject area.

  • Project Contract Lines

    This analysis is also listed under the Project Billing - Invoices Real Time and Project Billing - Funding Real Time subject areas.

  • Project Contract List

    This analysis is also listed under the Project Billing - Invoices Real Time and Project Billing - Funding Real Time subject areas.

Project Control - Budgets Real Time

  • Budget vs Actual Cost Comparison

    This analysis is also listed under the Project Costing - Actual Costs Real Time subject area.

  • Project Tasks

  • Project List

Project Costing - Actual Costs Real Time

  • Project Income Statement

    This analysis is also listed under the Project Billing - Revenue Real Time subject area.

  • Budget vs Actual Cost Comparison

    This analysis is also listed under the Project Control - Budgets Real Time subject area.

  • Project Cost Account Reconciliation

  • Project Cost by Transaction Source Details

  • Project Cost by Transaction Source

  • Project Expenditure Items

    This analysis is also listed under the Project Costing - Commitments Real Time subject area.

  • Project Capital Costs

    This analysis is also listed under the Project Costing - Commitments Real Time subject area.

Project Costing - Assets Real Time

  • Capital Expenditures

  • Uncapitalizable Cost for Capitalizable Tasks

  • Capital Asset Assignments

  • Capital Asset Lines

  • Capital Assets

Project Costing - Commitments Real Time

  • Project Expenditure Items

  • Project Capital Costs

These analyses are also listed under the Project Costing - Actual Costs Real Time subject area.

Project Management - Change Management Real Time

  • Change Orders by Participant Status

  • Change Orders by Reason

  • Change Order Details

  • Pending Change Orders Summary

Project Management - Baseline Versions Real Time

Baseline Trend Analysis

Project Management - Planning Real Time

  • Tasks Scheduled Outside of Resource Assignment Dates

    This analysis is also listed under the Project Management - Project Resources Real Time subject area.

  • Resource Allocation and Task Assignment Comparison by Week

    This analysis is also listed under the Project Management - Planning Real Time subject area.

  • Project Cost Variance

  • Planned and Actual Project Labor Comparison

  • Actual Project Labor Margin

  • Baseline Variance Analysis Report

  • Planned and Actual Dates Comparison Report

Project Management - Project Issues Real Time

  • Action Item Details

  • Closed Issue Analysis

  • Detail of Open Issues

  • Issue Analysis by Project

  • Issues Aging

  • Issues by Type

  • Issue Details

  • My Open Action Items

  • My Open Issues

  • Open Action Items by Project

Project Management - Project Hierarchy Real Time

  • Delegate Access Analysis

  • Owner Access Analysis

  • Remaining Project Hours

  • Total and Actual EPS Node Cost

  • Total Project Hours

Project Management - Project Resources Real Time

  • Tasks Scheduled Outside of Resource Assignment Dates

    This analysis is also listed under the Project Management - Planning Real Time subject area.

  • Resource Allocation and Task Assignment Comparison by Week

    This analysis is also listed under the Project Management - Planning Real Time subject area.

  • Placeholder Resources on My Projects

  • Resources Currently on My Projects

Project Management - Project Work Items Real Time

  • Deliverables Due in My Projects

  • Deliverables Not Started in My Projects

  • All Work Items in My Projects

Project Management - Requirements Real Time

  • Backlog Completeness Check Analysis

  • Backlog Item Sprint Velocity Analysis

  • Backlog Items Status Analysis

  • Project Hours by Backlog Item Analysis

Project Resource Management - Resource Management Real Time

  • Projected Revenue Shortfall by Resource

  • Requested Resource Forecast Revenue Details

  • Project Resource Request Forecast Revenue

  • Resource Pool Projected and Actual Utilization by Resource

  • Resource Pool Actual Utilization by Resource and Month

  • Resource Capacity Planning by Project Role

Project Management - Task Management Real Time

  • Project Work Coming Due

  • My Upcoming Tasks

Project Resource Management - Resource Pool Real Time

  • Project Resource Assignment History by Resource Pool and Resource Report

  • Project Resource Request History by Resource Pool and Resource Report

  • Project Resource Request Resources by Project or Request Report

Projects - Cross Subject Area Analysis - Real Time

Actual Cost Analysis by Resource Type

Projects - Grants Management - Award Funding Real Time

  • Award Project Funding Details

  • Award List

Assets

Project Capital Costs Dashboard: Explained

The Project Capital Costs dashboard displays actual and committed costs for capital projects, including capitalization details. This dashboard uses the Project Costing - Actual Costs Real Time and Project Costing - Commitment Real Time subject areas.

The dashboard consists of the Project Capital Costs Analysis and you can drill down to the Project Expenditure Items Analysis from the Project Capital Costs Analysis.

Key Insights

This dashboard answers the following business questions:

  • What are the actual and committed costs incurred by my capital projects?

  • How much of this cost is capitalizable?

  • How much of this cost is already capitalized?

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 Accountant

  • Project Manager

When do I use this dashboard?

When you need to know how much of the actual and committed costs for a capital project is capitalizable and how much of these costs is already capitalized.

What can I do with this dashboard?

You can:

  • View the list of projects by:

    • Project Business Unit

    • Project Organization

    • Project Status

  • Drill down to the Project Expenditure Items analysis using the Total Cost 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

Project Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Organization

Dashboard prompt

  • Choice list

  • Values limited by Project Business Unit

  • Select multiple values enabled

  • Default selection: All values

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection specific value: Approved

Enable Capitalization

Filter

Equals 'Y'

Template

Filter

Not 'Y'

The following table lists the views in the Project Capital Costs analysis.

View Displayed Information

View Name

Project Capital Costs

View Sections

None

Table Column and Measures

  1. Project

    1. Project Number

    2. Currency Code

  2. Total Cost

  3. Actual Cost

  4. Committed Costs

    1. Purchase Requisition

    2. Purchase Order

    3. Supplier Invoice

  5. Capitalization Details

    1. Capitalizable Total Cost

    2. Capitalizable Actual Cost

    3. Capitalizable Committed Cost

    4. Capitalized Cost

Capital Asset Assignments Dashboard: Explained

The Capital Asset Assignments dashboard displays how your assets and asset costs are assigned to your projects and tasks. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of Capital Asset Assignments analysis.

Key Insights

This dashboard answers the following business questions:

  • What's the total cost of assets assigned at the project level?

  • Which assets are assigned to a task?

  • Which assets aren't assigned?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Accountant

When do I use this dashboard?

When you need to:

  • Review how assets are assigned to projects and tasks.

  • Group your assets by asset type and category.

What can I do with this dashboard?

You can view:

  • Assets grouped by

    • Asset type

    • Asset category

  • Costs for these asset groups.

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

  • Select multiple values enabled

  • Default selection SQL:

    select min("Project"."Project Number") from "Project Costing - Assets Real Time"

Asset Category

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Task Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Task Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Grouping Level Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Capital Asset Assignment Report.

View Displayed Information

View Name

Capital Asset Assignments Report

View Sections

None

Table Column and Measures

  1. Project Number

  2. Project Name

  3. Asset Category

  4. Asset Type

  5. Grouping Level Type

  6. Asset Number

  7. Asset Name

  8. Asset Key

  9. Currency

  10. Estimated Asset Units

  11. Actual Asset Units

  12. Estimated Asset Cost

  13. Asset Cost

  14. Asset Task - Task Number

  15. Asset Task - Task Name

Capital Asset Lines Dashboard: Explained

The Capital Asset Lines dashboard displays the expenditure items and cost distributions that are allocated and assigned to an asset in a given period. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of Capital Asset Lines analysis.

Key Insights

This dashboard answers the following business questions:

  • Which asset lines contribute to my assets?

  • What's the total capitalized cost of my assets?

  • How's an expenditure item allocated across assets?

  • Which cost distributions are included in an asset line?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Accountant

When do I use this dashboard?

When you need to:

  • Perform detailed analysis to determine which expenditure items and cost distribution lines are allocated and assigned to an asset in a given period.

  • Review how expenditure items are grouped into asset lines.

What can I do with this dashboard?

You can review and analyze:

  • The asset lines that contribute to your total assets.

  • You total capitalized and CIP cost.

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

  • Select multiple values enabled

  • Default selection SQL:

    select min("Project"."Project Number") from "Project Costing - Assets Real Time"

Capital Event Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Transaction Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Asset Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Asset Line Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Accounting Period

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

The following table lists the views in the Capital Asset Lines Report.

View Displayed Information

View Name

Capital Asset Lines Report

View Sections

None

Table Column and Measures

  1. Asset Category

  2. Capital Event Number

  3. Asset Number

  4. Asset Name

  5. Asset Line Number

  6. Asset Line Task Number

  7. Asset Line Task Name

  8. Expenditure Organization

  9. Asset Period

  10. Transaction Number

  11. Transaction Date

  12. Expenditure Type

  13. Distribution Line Number

  14. Currency

  15. Capitalized Cost

  16. CIP Cost

Capital Assets Dashboard: Explained

The Capital Assets dashboard displays the details of your capital assets. This dashboard uses the Project Costing - Assets Real Time subject area.

This dashboard consists of Capital Assets analysis.

Key Insights

This dashboard answers the following business questions:

  • Which assets are built and placed in service?

  • Which assets don't have a complete asset definition?

  • What's the total cost of each asset?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Accountant

When do I use this dashboard?

When you need to:

  • Review the assets created for a project.

  • Ensure that all assets are defined and that the asset attributes are correct.

What can I do with this dashboard?

You can review:

  • Actual asset in-service date

  • Number of asset units

  • Total asset cost

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Project Number

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default selection SQL:

    select min("Project"."Project Number") from "Project Costing - Assets Real Time"

Task Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Task Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Asset Category

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Capital Assets Report.

View Displayed Information

View Name

Capital Assets Report

View Sections

None

Table Column and Measures

  1. Asset Category

  2. Asset Type

  3. Asset Number

  4. Asset Key

  5. Asset Name

  6. Estimated In-Service Date

  7. Actual In-Service Date

  8. Asset Book

  9. Book Currency

  10. Estimated Asset Units

  11. Actual Asset Units

  12. Currency

  13. Standard Unit Cost

  14. Estimated Asset Cost

  15. Total Asset Cost

Noncapitalized Cost for Capitalizable Tasks Dashboard: Explained

The Noncapitalized Cost for Capitalizable Tasks dashboard displays the noncapitalizable cost for your capitalizable project tasks. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of the Noncapitalized Cost for Capitalizable Tasks analysis.

Key Insights

This dashboard answers the following business questions:

  • What are the total costs for my capitalizable tasks?

  • What percentage of my task costs is not capitalizable?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Accountant

When do I use this dashboard?

When you need to:

  • Review charges that are expensed for capitalizable tasks.

  • Ensure that costs are classified correctly and that expenses charged to the task are appropriate.

What can I do with this dashboard?

You can review:

  • Total costs for your project tasks.

  • Percentage of total task costs that's not capitalizable.

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

  • Select multiple values enabled

  • Default selection SQL:

    select min("Project"."Project Number") from "Project Costing - Assets Real Time"

  • Default value: Burd_2701Proj

Expenditure Organization

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Accounting Period

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

Project Name

Filter

Prompted

The following table lists the views in the Noncapitalized Cost for Capitalizable Tasks Report.

View Displayed Information

View Name

Noncapitalized Cost for Capitalizable Tasks Report

View Sections

None

Table Column and Measures

  1. Transaction Date

  2. Expenditure Organization

  3. Task Manager

  4. Expenditure Task Number

  5. Expenditure Task Name

  6. Transaction Number

  7. Expenditure Type

  8. Currency

  9. Expense Cost

  10. Total Task Cost

  11. Percent of Total Cost

Capital Expenditures Dashboard: Explained

The Capital Expenditures dashboard displays the capital expenditure items for your assets. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of the Capital Expenditures analysis.

Key Insights

This dashboard answers the following business questions:

  • What's the total capitalized cost of my assets?

  • How's an expenditure item allocated across assets?

  • Which cost distributions are included in an asset line?

  • Which assets are assigned to a task?

  • Which assets aren't assigned?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to:

  • View and understand where expenditures are in the capitalization process.

  • Identify activities that must be performed or issues that must be addressed.

What can I do with this dashboard?

You can review the following for your assets:

  • Ungrouped cost

  • Unassigned cost

  • Assigned cost

  • Transferred cost

  • Capitalized cost

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 Name

Filter

Prompted

Project Number

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default selection SQL

    select min("Project"."Project Number") from "Project Costing - Assets Real Time"

Task Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Task Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Accounting Period Name

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

The following table lists the views in the Capital Expenditures Report.

View Displayed Information

View Name

Capital Expenditures Report

View Sections

None

Table Column and Measures

  1. Expenditure Task Number

  2. Expenditure Task Name

  3. Expenditure Type

  4. Transaction Number

  5. Distribution Line Number

  6. Capital Event Number

  7. Asset Line Number

  8. Asset Period

  9. Asset Number

  10. Currency

  11. Ungrouped Cost

  12. Unassigned Cost

  13. Assigned Cost

  14. Transferred Cost

  15. Capitalized Cost

CIP Account Dashboard: Explained

The CIP Account dashboard displays capitalizable costs by the construction-in-process account. You can use this dashboard to reconcile costs with the general ledger. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of the CIP Account Analysis.

Key Insights

The dashboard answers the following business questions:

  • Do the capitalizable costs in Oracle Fusion Project Costing reconcile with the account balances in the general ledger?

  • What are the CIP assets assigned to a project?

  • What's the total cost of the CIP assets?

Frequently Asked Questions

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

FAQ Answer

How do I find this dashboard?

Report and Analytics pane - Shared Folders - Projects - Project Financial Sample Reports

Who uses this dashboard?

Project Accountant

When do I use this dashboard?

When you need to view the details of the construction-in-process assets.

What can I do with this dashboard?

You can:

  • View all project costs charged to a CIP account.

  • Reconcile CIP balances with the general ledger.

  • Investigate discrepancies within a CIP account.

  • Provide supporting documentation of CIP accounts to internal and external auditors.

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

Expenditure Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT MIN("Expenditure Item"."Expenditure Business Unit Name") FROM "Project Costing - Assets Real Time" FETCH FIRST 65001 ROWS ONLY

Project Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

CIP Account

Dashboard prompt

  • Choice list

  • Select multiple values enabled

CIP Company

Dashboard prompt

  • Choice list

  • Select multiple values enabled

CIP Cost Center

Dashboard prompt

  • Choice list

  • Select multiple values enabled

CIP Natural Account

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Accounting Period

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT MAX("Projects Calendar"."Project Period")FROM "Project Costing - Assets Real Time" FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the CIP Account Analysis.

View Displayed Information

View Name

CIP Account Analysis

View Sections

None

Table Column and Measures

  1. CIP Balancing Segment

  2. CIP Cost Center

  3. CIP Natural Account

  4. CIP Account

  5. Legal Entity

  6. Project Name

  7. Project Number

  8. Task Number

  9. Task Name

  10. Transaction Number

  11. Transaction Date

  12. Cost Distribution Line

  13. Asset Number

  14. Currency

  15. Cost

Project Costing - Assets Real Time Measures: Explained

This topic provides an overview of the measures available in the Project Costing - Assets Real Time subject area. The measures are populated when accounting currency is set as the preferred currency in Oracle Transactional Business Intelligence.

Cost Distribution Line Measures

The following measures appear in the ledger currency. Similar measures are available for the transaction currency.

Measure Description

Cost

Raw cost if raw cost is capitalized. Total burdened cost if burdened cost is capitalized.

Raw Cost

Raw cost of the cost distribution.

Burden Cost

Burden cost of the cost distribution.

Noncapitalizable Cost

Raw cost if the expenditure item is noncapitalizable and raw cost is capitalized. Total burdened cost if the expenditure item is noncapitalizable and burdened cost is capitalized.

Capitalizable Cost

Raw cost if the expenditure item is capitalizable and raw cost is capitalized. Total burdened cost if the expenditure item is capitalizable and burdened cost is capitalized.

Common Capitalizable Cost

Capitalizable cost that's charged to a task or project where the asset grouping level type is Common Costs.

Ungrouped Capitalizable Cost

Capitalizable cost that's not grouped into an asset line. The total noncapitalized or CIP amount of a cost distribution line is the sum of the cost distribution Ungrouped Capitalizable Cost and the asset line Grouped CIP Cost.

Asset Line Measures

The following measures appear in the ledger currency. Measures are available for both rounded and unrounded costs. The rounded amounts are rounded to 2 decimal places.

Measure Description

Original Asset Cost

Cost of the asset line before it's split.

Grouped Cost

Current cost of the asset line after it's split. This measure includes CIP and capitalized costs.

Grouped CIP Cost

Current cost of the asset line that's not capitalized in Oracle Fusion Assets. This measure includes amounts that are transferred to Oracle Fusion Assets but aren't capitalized. The total CIP amount of a cost distribution line is the sum of the cost distribution Ungrouped Capitalizable Cost and the asset line Grouped CIP Cost.

Unassigned CIP Cost

Current cost of a common cost asset line that's not allocated to an asset.

Assigned CIP Cost

Current cost of the asset line that's assigned to an asset but not transferred to Oracle Fusion Assets.

Transferred CIP Cost

Current cost of the asset line that's transferred to Oracle Fusion Assets but not capitalized.

Rejected CIP Cost

Current cost of the asset line that was transferred to Oracle Fusion Assets but rejected.

Capitalized Cost

Current cost of the asset line that's transferred and capitalized in Oracle Fusion Assets.

Project Billing

Invoices by Status Dashboard: Explained

The Invoices by Status dashboard displays invoices for the selected billing type, accounting period, and invoice status. Results are ordered by invoice date, contract number, and invoice number. This dashboard uses the Project Billing - Invoices Real Time subject area.

This dashboard consists of the Invoices by Status analysis. You can drill down to the Invoice by Invoice Lines and Invoiced Transactions analyses from the Invoices by Status analysis.

Key Insights

This dashboard answers the following business questions:

  • Which invoices need attention?

  • What are the invoice line details for a particular invoice?

  • Which transactions are included in the invoice?

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?

  • Grants Accountant

  • Project Billing Specialist

When do I use this dashboard?

When there is an invoice that needs attention.

What can I do with this dashboard?

You can:

  • View invoices in this dashboard by:

    • Accounting Period

    • Billing Type

    • Invoice Status

  • Drill down to the:

    • Project Billing - Invoice Lines analysis using the Invoice Amount column.

    • Project Billing - Invoiced Transactions analysis using the Invoice 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

Contract Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Billing Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Accounting Period

Dashboard prompt

  • Choice list

  • Values limited by All Prompts

  • Select multiple values enabled

  • Default selection: All values

Invoice Status

Dashboard prompt

  • Choice list

  • Values limited by All Prompts

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Invoices by Status analysis.

View Displayed Information

View Name

Invoices by Status

View Sections

None

Table Column and Measures

  1. Contract Business Unit

  2. Invoice Date

  3. Contract Number

  4. Invoice Number

  5. Invoice Status

  6. Oracle Fusion Receivables Invoice Number

  7. Bill-to Customer

  8. Invoice Type

  9. Credit Invoice Number

  10. Invoice Amount

  11. Currency code

Project Billing Events Dashboard: Explained

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

Project Contracts

Project Contract List Dashboard: Explained

The Project Contract List dashboard displays project contracts and contract status for a business unit grouped by customer. This dashboard uses the Project Billing - Funding Real Time, Project Billing - Invoices Real Time, and Project Billing - Revenue Real Time subject areas.

The dashboard consists of the Project Contract List analysis and you can drill down to the Project Contract Lines from the Project Contract List analysis.

Key Insights

This dashboard answers the following business questions:

  • Which project contracts are active for a business unit?

  • Which projects are linked to these contracts?

  • What is the total amount of consumed and remaining contract funds?

  • Who are the contracted customers for a business unit?

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?

  • Contract Administrator

  • Grants Accountant

  • Project Accountant

  • Project Billing Specialist

  • Project Team Member

When do I use this dashboard?

When you need to view the transactions that contribute to contract funds consumption and the contract line amounts that are invoiced and recognized for revenue.

What can I do with this dashboard?

You can:

  • View contracts in this analysis by:

    • Contract Business Unit

    • Contract Status

  • Drill down to the Project Contract Lines analysis using the Contract Number column.

What type of report is dashboard?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Contract Business Unit

Dashboard prompt

  • Choice list

  • Default selection SQL:

    SELECT MIN("- Contract Business Unit"."Contract Business Unit Name") FROM "Project Billing - Funding Real Time"

Contract Status

Dashboard prompt

  • Choice list

  • Default selection specific value: ACTIVE

The following table lists the views in the Project Contracts analysis.

View Displayed Information

View Name

Project Contracts

View Sections

None

Table Column and Measures

  1. Contract Customer Account Name

  2. Contract Business Unit

  3. Contract Status

  4. Contract Number

  5. Contract Start Date

  6. Contract End Date

  7. Project Number

  8. Contract Header Currency Code

  9. Contract Amount in Contract Currency

  10. Revenue in Contract Currency

  11. Revenue Amount Remaining

  12. Invoiced Amount in Contract Currency

  13. Contracts Funds Available for Invoicing

Project Costs

Actual Cost Analysis by Resource Type Dashboard: Explained

The Actual Cost Analysis by Resource Type dashboard displays the budget and actual costs for projects for a particular resource type. For example, the dashboard displays the actual and budget costs for various resource types such as resource, job name, event type, expenditure type, and item name. This dashboard uses the Projects - Cross Subject Area Analysis - Real Time subject area.

The dashboard consists of the Actual Cost Analysis by Resource Type analysis.

Key Insights

This dashboard answers the following business question:

  • What are the budget and actual costs for projects for selected resource type?

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 pane - Shared Folders - Projects - Project Financial Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to view the variance between the actual and budget costs for projects for a particular resource type.

What can I do with this dashboard?

You can drill down to the Actual Cost Analysis by Resource Type Drill in analysis using the Actual Cost column.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Organization

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default Selection: SQL Results

    SELECT "- Business Unit"."Business Unit Name" FROM "Projects - Cross Subject Area Analysis - Real Time" FETCH FIRST 1 ROWS ONLY

Project Name

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default Selection: SQL Results

    SELECT MIN("Project"."Project Name" )FROM "Projects - Cross Subject Area Analysis - Real Time" FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Actual Cost Analysis by Resource Type analysis.

View Displayed Information

View Name

Actual Cost Analysis by Resource Type

View Sections

  • Graph

  • Table

  • Resource Type Column Selector

Table Column and Measures

  1. Budget Cost

  2. Actual Cost

  3. Variance

  4. Resource Type

Project Cost by Transaction Source Dashboard: Explained

The Project Cost by Transaction Source dashboard displays project cost transactions grouped by transaction source. This dashboard uses the Project Costing - Actual Costs Real Time subject area.

The dashboard consists of the Project Cost by Transaction Source analysis and you can drill down to the Project Cost Transaction Source Details analysis from the Project Cost by Transaction Source analysis.

Key Insights

This dashboard answers the following business question:

  • How much does each transaction source contribute to project costs?

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?

  • Grants Accountant

  • Project Accountant

When do I use this dashboard?

When you need to determine the contribution of each transaction source to the project cost.

What can I do with this dashboard?

You can:

  • View project cost transactions by:

    • Expenditure Category

    • Expenditure Item Dates

    • Project Business Unit

    • Project Name

    • Transaction Source

  • Drill down to the Project Cost by Transaction Source Details analysis using the Cost 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

Project Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Transaction Source

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Expenditure Category

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Expenditure Item Date

Dashboard prompt

Is between calendar

The following table lists the views in the Project Cost by Transaction Source analysis.

View Displayed Information

View Name

Project Cost by Transaction Source

View Type

Pivot table

Pivot Column

Transaction Source

Table Column and Measures

  1. Project Business Unit

  2. Project Name

  3. Project Currency

  4. Cost

Project Cost Account Reconciliation Dashboard: Explained

The Project Cost Account Reconciliation dashboard displays the expenditure items that are posted to the selected GL accounts. This dashboard helps to reconcile account balance discrepancies between Oracle Fusion General Ledger and Oracle Fusion Project Costing. This dashboard uses the Project Costing - Actual Costs Real Time subject area.

The dashboard consists of the Project Cost Account Reconciliation analysis.

Key Insights

This dashboard answers the following business question:

  • How can I view project cost reconciliation with GL accounts and investigate reconciliation issues?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

  • Grants Accountant

  • Project Accountant

When do I use this dashboard?

When account balance discrepancies exist between General Ledger and Project Costing.

What can I do with this dashboard?

You can view specific or financially material transactions by:

  • Account

  • Accounting Class

  • Accounting Period

  • Event Class

  • Ledger Name

  • Project Number

  • Range of Debit Amount

  • Range of Credit Amount

  • Task Number

  • Transaction 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

Ledger Name

Dashboard prompt

  • Choice list

  • Required

  • Default selection SQL:

    SELECT MIN("Ledger"."Ledger Name") FROM "Project Costing - Actual Costs Real Time"

Accounting Period

Dashboard prompt

  • Choice list

  • Required

  • Values limited by Ledger Name

Account

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Ledger Name

Accounting Class

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Ledger Name

Event Class

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Ledger Name

Project Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Ledger Name

Task Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Project Number

Transaction Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by Task Number

Debit Amount

Dashboard prompt

Is between text field

Credit Amount

Dashboard prompt

Is between text field

The following table lists the views in the Project Cost Account Reconciliation analysis.

View Displayed Information

View Name

Project Cost Account Reconciliation

View Sections

None

Table Column and Measures

  1. Ledger

  2. Accounting Period

  3. Account

  4. Event Class

  5. Accounting Class

  6. Project Number

  7. Task Number

  8. Transaction Number

  9. Distribution Line Number

  10. Ledger Currency

  11. Debit Amount

  12. Credit Amount

Project Definition

Project List Dashboard: Explained

The Project List dashboard displays the projects for a business unit and organization. This dashboard uses the Project Control - Budgets Real Time subject area.

The dashboard consists of the Project List analysis.

Key Insights

This dashboard answers the following business questions:

  • Which projects are under a business unit and what are the statuses of these projects?

  • What are the associated tasks for a project?

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 pane - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

Project Administrator

When do I use this dashboard?

When you need to review projects under a business unit and tasks for a project.

What can I do with this dashboard?

You can view projects and project statuses by:

  • Project Business Unit

  • Project Organization

  • Project Status

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 Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Organization

Dashboard prompt

  • Choice list

  • Values limited by Project Business Unit

  • Select multiple values enabled

  • Default selection: All values

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Project List analysis.

View Displayed Information

View Name

Project List

View Sections

None

Table Column and Measures

  1. Project Number

  2. Project Name

  3. Project Status

  4. Project Manager

  5. Project Type

  6. Project Start Date

  7. Project Finish Date

Project Task List Dashboard: Explained

The Project Task List dashboard displays the list of tasks for projects. This dashboard uses the Project Control - Budgets Real Time subject area.

The dashboard consists of the Project Task List analysis.

Key Insights

This dashboard answers the following business question:

  • Which tasks are associated to a project?

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 pane - Shared Folders - Projects - Project Financials Sample Reports - Project List

Who uses this dashboard?

Project Administrator

When do I use this dashboard?

When you need to review the tasks for a project.

What can I do with this dashboard?

Review project tasks and task dates.

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 Business Unit

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Organization

Dashboard prompt

  • Choice list

  • Values limited by Project Business Unit

  • Select multiple values enabled

  • Default selection: All values

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Number

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Project Task List analysis.

View Displayed Information

View Name

Project Task List

View Sections

None

Table Column and Measures

  1. Project Number

  2. Task Number

  3. Task Name

  4. Task Description

  5. Planned Start Date

  6. Planned Finish Date

  7. Actual Start Date

  8. Actual Finish Date

  9. Estimated Finish Date

Project Performance

Budget vs Actual Cost Comparison Dashboard: Explained

The Budget vs Actual Cost Comparison dashboard displays the comparison of budget and actual costs to analyze variances. Results are grouped by business unit and currency. This dashboard uses the Project Costing - Actual Costs Real Time and Project Control - Budgets Real Time subject areas.

The dashboard consists of the Budget vs Actual Cost Comparison analysis.

Key Insights

This dashboard answers the following business question:

  • How do my actual costs compare to my budget costs?

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 compare the budget and actual costs of a project.

What can I do with this dashboard?

You can view the list of projects by:

  • Project Business Unit

  • Project Manager

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 Business Unit

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default selection SQL:

    SELECT MIN("Project"."Project Business Unit") FROM "Project Costing - Actual Costs Real Time"

Project Manager

Dashboard prompt

  • Choice list

  • Values limited by Project Business Unit

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Budget vs Actual Cost Comparison by Business Unit analysis.

View Displayed Information

View Name

Budget vs Actual Cost Comparison by Business Unit

View Sections

  • Project Business Unit

  • Currency

Table Column and Measures

  1. Project Manager

  2. Project Number

  3. Budget Cost

  4. Actual Cost

  5. Variance

Project Income Statement Dashboard: Explained

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. This 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

Project Revenue

Revenue by Contract Dashboard: Explained

The Revenue by Contract dashboard displays actual revenue for contracts for a specified billing type, contract business unit, and accounting year ordered by contract number. This dashboard uses the Project Billing - Revenue Real Time subject area.

The dashboard consists of the Revenue by Contract analysis and you can drill down to the following analyses from the Revenue by Contract analysis.

  • Project Revenue - Recognized Transactions

  • Project Revenue - Contract Lines

Key Insights

This dashboard answers the following business questions:

  • Which contracts have actual revenue in the current accounting year?

  • Which contracts have the lowest actual revenue in the current accounting period?

  • What is the actual revenue trend for accounting periods in the selected accounting year?

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?

  • Grants Accountant

  • Project Accountant

  • Project Manager

  • Project Team Member

When do I use this dashboard?

When you need to view contracts listed by their actual revenue values.

What can I do with this dashboard?

You can:

  • View contracts in this analysis by:

    • Accounting Year

    • Billing Type

    • Business Unit

  • Drill down to the:

    • Project Revenue - Recognized Transactions analysis using the Revenue in Ledger Currency column.

    • Project Revenue - Contract Lines analysis using the Revenue in Ledger Currency 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

  • Required

  • Select multiple values enabled

  • Default selection: All values

Accounting Year

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default selection server variable: NQ_SESSION.CURRENT_FSCL_YEAR

Billing Type

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Revenue by Contract analysis.

View Displayed Information

View Name

Revenue by Contract

View Sections

None

Table Column and Measures

  1. Contract Business Unit

  2. Billing Type

  3. Contract Number

  4. Contract Name

  5. Contract Status

  6. Contract Start Date

  7. Contract End Date

  8. Last Recognized Date

  9. Revenue in Ledger Currency

  10. Ledger Currency

  11. Accounting Period

  12. Accounting Year

Grants Management

Award List Dashboard: Explained

The Award List dashboard displays the list of open awards ordered by contract statuses. This dashboard also lists the awards funded by federal sponsors and awards enabled for cost sharing. This dashboard uses the Projects - Grants Management - Award Funding Real Time subject area.

The dashboard consists of the Award List analysis and you can drill down to Award Project Funding Details from the Award List analysis.

Key Insights

This dashboard answers the following business questions:

  • Which awards are currently active?

  • Which awards are past their end dates but haven't been closed?

  • What is the allocated funding amount for each project of an active award?

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?

  • Grants Administrator

  • Principal Investigator

When do I use this dashboard?

When you need to review award statuses and project funding details for active awards.

What can I do with this dashboard?

You can:

  • View awards in this analysis by:

    • Award Status

    • Award Organization

    • Cost Sharing

    • Federal Sponsor

  • Drill down into the Award Project Funding Details analysis using the Award Number 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

Award Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection specific values: Active, Under amendment, Expired

Award Organization

Dashboard prompt

  • Choice list

  • Values limited by Award Status

  • Select multiple values enabled

  • Default selection: All values

Federal Sponsor

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Primary Sponsor"."Federal Sponsor" FROM "Projects - Grants Management - Award Funding Real Time" WHERE "Primary Sponsor"."Federal Sponsor"!='NULL' FETCH FIRST 65001 ROWS ONLY

Cost Sharing

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Award"."Cost Shared by Internal Source" FROM "Projects - Grants Management - Award Funding Real Time" WHERE "Award"."Cost Shared by Internal Source"!='NULL' FETCH FIRST 65001 ROWS ONLY

The following table lists the views for the Award List analysis.

View Displayed Information

View Name

Award List

View Sections

None

Table Column and Measures

  1. Award Number

  2. Sponsor Award Number

  3. Principal Investigator

  4. Award Status

  5. Award Owning Organization

  6. Sponsor Name

  7. Federal Sponsor

  8. Award Start Date

  9. Award End Date

  10. Cost Sharing

  11. Allocated Funding Amount

  12. Unallocated Funding Amount

  13. Total Funding Amount

  14. Award Ledger Currency

Change Orders

Change Orders Summary Dashboard: Explained

The Change Orders Summary dashboard displays the summary of change orders that are pending for impact assessments, reviews, approvals, and implementations, grouped by project. This dashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Order Summary Report and you can drill down to the following analyses from the Change Order Summary Report.

  • Change Order Details by Pending Approval Report

  • Change Order Details by Pending Impact Assessment Report

  • Change Order Details by Pending Implementation Report

  • Change Order Details by Pending Review Report

  • Change Order Details Report

  • Change Orders by Participant Status Report

Key Insights

This dashboard answers the following business questions:

  • What's the number of pending change orders grouped by various stages?

  • What's the total number of pending change orders?

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 Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Change Order Owner

When do I use this dashboard?

When you want to get a summary of pending change orders for your projects or change orders you own.

What can I do with this dashboard?

You can:

  • View change orders by project name.

  • Drill down to the:

    • Change Order Details analysis from the Project Name column.

    • Change Orders by Participant Status analysis from the Owner column of the Change Order Details analysis.

    • Change Order Details by Pending Impact Assessment from the Pending Impact Assessment column.

    • Change Order Details by Pending Approval from the Pending Approval column.

    • Change Order Details by Pending Implementation from the Pending Implementation column.

    • Change Order Details by Pending Review from the Pending Review 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

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Priority

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Reason

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

The following table lists the views in the Change Orders Summary analysis.

View Displayed Information

View Name

Change Orders Summary

View Sections

None

Table Column and Measures

  1. Project

    1. Project Name

  2. Change Orders

    1. Number of Pending Change Orders

  3. Number of Pending Change Orders

    1. Pending Impact Assessment

    2. Pending Review

    3. Pending Approval

    4. Pending Implementation

Change Orders by Reason Dashboard: Explained

The Change Orders by Reason dashboard displays the change orders grouped by reason in form of pivot table and pie chart. This dashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Order by Reason Report and you can drill down to the following analyses from the Change Orders by Reason Report.

  • Change Orders by Participant Status Report

  • Change Order Details Report

Key Insights

This dashboard answers the following business questions:

  • What are the reasons for change orders?

  • What's the count of change orders for a given reason?

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 Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Change Order Owner

When do I use this dashboard?

When you want to know the reasons of the change orders for your projects or change orders that you own.

What can I do with this dashboard?

You can

  • View change orders by project name.

  • Drill down to the view Change Order Details and Change Order by Participant Status analysis.

    • Change Order Details analysis by using the Reason Name column.

    • Change Orders by Participant Status analysis by using the Owner column in the Change Order Details analysis.

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Priority

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Status"."Change Order Status Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Status"."Change Order Status Code" IN ('IN_PROGRESS', 'APPROVED') FETCH FIRST 65001 ROWS ONLY

Change Order Stage

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Stage"."Change Order Stage Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Stage"."Change Order Stage Code" IN ('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW') FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Change Order by Reason analysis.

View Displayed Information

View Name

Change Orders By Reason

View Sections

  • Pivot table

  • Graph

Table Column and Measures

  1. Project Name

  2. Change Order Reason Name

Change Order Details Dashboard: Explained

The Change Order Details dashboard displays the change order details and impact assessments by project. This dashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Order Details Report and you can drill down to the following analysis from the Change Order Details Report.

  • Change Orders by Participant Status Report

Key Insights

This dashboard answers the following business questions:

  • What's the effort required to process the change order?

  • What's the estimated cost and revenue for the change order?

  • What's the current stage and status of the change order?

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 Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Change Order Owner

When do I use this dashboard?

When you want to know the details and impact assessments of the change orders for your projects or change orders you own.

What can I do with this dashboard?

You can:

  • View change orders by:

    • Project Name

    • Change Order Priority

    • Change Order Owner

  • View total number of change orders for a project.

  • Drill down to the Change Order by Participant Status analysis using the Change Order Owner 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

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Priority

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Reason

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Status"."Change Order Status Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Status"."Change Order Status Code" IN ('IN_PROGRESS', 'APPROVED') FETCH FIRST 65001 ROWS ONLY

Change Order Stage

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Stage"."Change Order Stage Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Stage"."Change Order Stage Code" IN ('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW') FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Change Order Details analysis.

View Displayed Information

View Name

Change Order Details

View Sections

None

Table Column and Measures

  1. Project Name

  2. Change Order Owner

  3. Change Order Priority

  4. Change Order Name

  5. Change Order Reason

  6. Change Order Status

  7. Change Order Stage

  8. Currency

  9. Effort in Hours

  10. Estimated Cost

  11. Estimated Revenue

  12. Contract Amount

Change Orders by Participant Status Dashboard: Explained

The Change Orders by Participant Status dashboard displays the change order details by participant statuses. This dashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Orders by Participant Status Report.

Key Insights

This dashboard answers the following business questions:

  • What's the current stage and status of the change order?

  • What are the various participant statuses for the change order?

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 Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Change Order Owner

  • Change Order Participant

When do I use this dashboard?

When you want to review the details of pending change orders for:

  • Your projects or the change orders that you own.

  • Which you are a participant.

What can I do with this dashboard?

You can view the participant details by:

  • Project Name

  • Change Order Priority

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Priority

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Reason

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Change Order Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Status"."Change Order Status Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Status"."Change Order Status Code" IN ('IN_PROGRESS', 'APPROVED') FETCH FIRST 65001 ROWS ONLY

Change Order Stage

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

  • Default selection SQL:

    SELECT "Change Order Stage"."Change Order Stage Name" FROM "Project Management - Change Management Real Time" WHERE "Change Order Stage"."Change Order Stage Code" IN ('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW') FETCH FIRST 65001 ROWS ONLY

Participant

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Change Orders by Participant Status analysis.

View Displayed Information

View Name

Change Orders By Participant Status

View Sections

None

Table Column and Measures

  1. Project Name

  2. Change Order Owner

  3. Change Order Priority

  4. Change Order Name

  5. Change Order Status

  6. Change Order Stage

  7. Participant Name

  8. Assessor Status

  9. Reviewer Status

  10. Approver Status

  11. Implementor Status

Project Hierarchy

EPS Element by Delegate Dashboard: Explained

The EPS Element by Delegate dashboard displays the projects grouped in an EPS element. You can also view the project start and finish dates, and project managers for such projects. This dashboard uses the Project Management-Project Hierarchy Real Time subject area.

The dashboard consists of EPS Element by Delegate Analysis.

Key Insights

The dashboard answers the following business questions:

  • Which projects are under an EPS element?

  • Who is the Delegate assigned to the EPS element?

  • What are the projects assigned to a project manager?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Application Administrator and Project Executive

When do I use this dashboard?

When you need to review which projects are grouped under an EPS element, their start and finish dates, and the Project Managers of individual projects.

What can I do with this dashboard?

Review the labor resources of a project.

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

Delegate Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Project Resource Management - Resource Management Real Time"."Project"."Project Name" s_1 FROM "Project Resource Management - Resource Management Real Time" WHERE (("Project Resource Request"."Total Requests" >= 0) OR ("Project Resource Request"."Total Requests" IS NULL)) ORDER BY 1 ASC NULLS LAST FETCH FIRST 75001 ROWS

Project Manager

Dashboard prompt

  • Choice list

  • Select multiple views enabled

  • Default selection SQL:

    SELECT "Project Resource Management - Resource Management Real Time"."Project"."Primary Project Manager" s_1 FROM "Project Resource Management - Resource Management Real Time" WHERE (("Project Resource Request"."Total Requests" >= 0) OR ("Project Resource Request"."Total Requests" IS NULL)) ORDER BY 1 ASC NULLS LAST FETCH FIRST 75001 ROWS ONLY

Project Start Date

Dashboard prompt

  • Calendar

  • Is greater than or equal to

  • Default selection SQLSELECT MIN("- Project Start Date"."Project Start Date") FROM "Project Management - Project Hierarchy Real Time" FETCH FIRST 1 ROWS ONLY

Project End Date

Dashboard prompt

  • Calendar

  • Is less than or equal to

  • Default selection SQL:

    SELECT MAX("- Project End Date"."Project End Date") FROM "Project Management - Project Hierarchy Real Time" FETCH FIRST 1 ROWS ONLY

The following table lists the views in the EPS Element by Delegate Analysis.

View Displayed Information

View Name

EPS Element by Delegate Analysis

View Sections

None

Table Column and Measures

  1. Delegate

  2. EPS Element Name

  3. Project Name

  4. Project Manager

EPS Element by Owner Dashboard: Explained

The EPS Element by Owner dashboard lists the projects overseen by an EPS element owner, the start and end dates for projects, and the total cost incurred by each project. This dashboard uses the Project Management - Project Hierarchy Real Time subject area.

The dashboard consists of EPS Element by Owner Analysis.

Key Insights

The dashboard answers the following business questions:

  • Who are the direct owners of an EPS element?

  • Which projects are active in a specified year?

  • Who should I contact for explanation on EPS elements that have measure that are out of tolerance level?

  • What's the start date and end date for projects under an EPS element?

  • What's the total cost of each project under an EPS element?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

  • Project Application Administrators

  • Project Executives

When do I use this dashboard?

When you want to review:

  • Start and finish dates for projects under an EPS element

  • Owners of EPS elements

  • Total cost incurred by each project

What can I do with this dashboard?

You can:

  • Review the total cost for each project under an EPS element

  • View the owners of EPS elements

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 Start Date

Dashboard Prompt

  • Calendar

  • Is greater than or equal to

  • Default selection SQL:

    SELECT MIN("- Project Start Date"."Project Start Date") FROM "Project Management - Project Hierarchy Real Time" FETCH FIRST 1 ROWS ONLY

Project End Date

Dashboard Prompt

  • Calendar

  • Is less than or equal to

  • Default selection SQL:

    SELECT MAX("- Project End Date"."Project End Date") FROM "Project Management - Project Hierarchy Real Time" FETCH FIRST 1 ROWS ONLY

The following table lists the views in the EPS Element by Owner Analysis.

View Displayed Information

View Name

EPS Element by Owner Analysis

View Sections

None

Table Column and Measures

  1. Project Hierarchy

  2. Owner

  3. Project

  4. Total Cost

Project Issues

Closed Issue Dashboard: Explained

The Closed Issue dashboard displays the details of the issues that are closed. The dashboard helps project managers view the issue patterns and improve future performance. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of the Closed Issue Analysis Report and you can drill down to the following analyses from the Closed Issue Analysis Report.

  • Issue Details Report

  • Action Item Details Report

Key Insights

This dashboard answers the following business questions:

  • How were issues resolved?

  • What was the actual timeliness for closing issues?

  • How were action items related to the issue resolved?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the details of the issues closed for your project or for the issues you own.

What can I do with this dashboard?

You can:

  • View the closed issues by:

    • Issue Type

    • Closed Reason

  • Drill down to the:

    • Issue Details analysis using the Count of Issues column.

    • Action Item Details analysis using the Action Items 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

Issue Status

Filter

is equal to / is in Closed

Issue Creation Date

Dashboard prompt

  • Calendar

  • Default selection SQL:

    SELECT CAST(TIMESTAMPADD(SQL_TSI_MONTH,-{3}, CURRENT_DATE) As Date) from "Project Management - Project Issues Real Time"

Issue Creator

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Issue Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Closed Issue Analysis.

View Displayed Information

View Name

Closed Issue Analysis

View Sections

None

Table Column and Measures

  1. Issue Type

  2. Closed Reason

  3. Issue Resolution

  4. Issue Summary

  5. Issue Duration

  6. Actual Timeliness

  7. Action Items

  8. Owner

  9. Issue Description

Detail of Open Issues Dashboard: Explained

The Detail of Open Issues dashboard displays the details of open issues. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Detail of Open Issues Report and you can drill down to the following analyses from Detail of Open Issues Report.

  • Issue Details Report

  • Action Item Details Report

Key Insights

This dashboard answers the following business questions:

  • What are the open issues for a project?

  • What is the number of action items for each open issue?

  • What is the due date to resolve the issue?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the details of open issues.

What can I do with this dashboard?

You can:

  • View the open issues sorted by:

    • Project

    • Need-by Date

  • Drill down to the:

    • Issue Details analysis using the Count of Issues column.

    • Action Item Details analysis using the Action Items 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

Issue Status

Filter

Is not equal to / is not in Closed

Project

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Manager

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Project"."Primary Project Manager" FROM "Project Management - Project Issues Real Time" FETCH FIRST 65001 ROWS ONLY where "Project"."Primary Project Manager" =VALUEOF(NQ_SESSION.USER)

Issue Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the Detail of Open Issues Report.

View Displayed Information

View Name

Detail of Open Issues Report

View Sections

None

Table Column and Measures

  1. Project

  2. Need by

  3. Priority

  4. Issue Summary

  5. Owner

  6. Creator

  7. Issue Type

  8. Action Items

Issue Analysis by Project Dashboard: Explained

The Issue Analysis by Project dashboard displays the number of issues by the issue types for all your projects. You can also view the issues grouped by project managers or project statuses. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Issue Analysis by Project Report and you can drill down to the following analyses from the Issue Analysis by Project Report.

  • Issue Details Report

  • Action Item Details Report

Key Insights

This dashboard answers the following business questions:

  • What are the total number of issues for a project?

  • What are the total number of issues for each issue type?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know how many issues are open for each project and their types.

What can I do with this dashboard?

You can:

  • View the number of issue types by:

    • Project

    • Project Managers

    • Project Status

    • Project End Date

  • Drill down to the Issue Details analysis using the Count of Issues 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

Project Name

Filter

Is not null

Project Manager

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Project"."Primary Project Manager" FROM "Project Management - Project Issues Real Time" WHERE "Project"."Primary Project Manager" =VALUEOF(NQ_SESSION.USER)

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Project"."Current Project Status Name" FROM "Project Management - Project Issues Real Time" where "Project"."Current Project Status Name" = 'Active'

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Finish Date

Dashboard prompt

  • Calendar

  • Default selection: None

  • Presentation Variable: PROJ_END_DT

The following table lists the views for Issue Analysis by Project Report.

View Displayed Information

View Name

Issue Analysis by Project Report

View Sections

None

Table Column and Measures

  1. Sort Count

  2. Project Name

  3. Count of Issues

  4. Issue Type

Issue Aging Dashboard: Explained

The Issue Aging dashboard displays the number of issues grouped by the days they are open, for example, less than a month, more than a month, and so on. You can also view the number of issues for each issue status. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Issue Aging Report and you can drill down to the following analyses from the Issue Aging Report.

  • Issue Details Report

  • Action Item Details Report

Key Insights

This dashboard answers the following business question:

  • What are the total number of issues by age and status?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the number of open issues by their age and status.

What can I do with this dashboard?

You can view the number of issues by age range and take appropriate actions on them.

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

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

  • Default selection SQL:

    SELECT "Issue Owner"."Issue Owner" FROM "Project Management - Project Issues Real Time" where "Issue Owner"."Issue Owner" =VALUEOF(NQ_SESSION.USER)

Issue Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: SQL Results

    SELECT "Issue Status"."Issue Status" FROM "Project Management - Project Issues Real Time" where "Issue Status"."Issue Status" <> 'Closed' FETCH FIRST 65001 ROWS ONLY

  • Default selection SQL:

    SELECT "Issue Status"."Issue Status" FROM "Project Management - Project Issues Real Time" where "Issue Status"."Issue Status" IN ('New','In progress')

The following table lists the views in the Issue Aging Report.

View Displayed Information

View Name

Issue Aging Report

View Sections

None

Table Column and Measures

  1. Number Of Issues

  2. Age

  3. Issue Status

Issues by Type Dashboard: Explained

The Issues by Type dashboard displays the number of issues by issue types. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Issues by Type Report and you can drill down to the following analyses from the Issues by Type Report.

  • Action Item Details Report

  • Issue Details Report

Key Insights

This dashboard answers the following business question:

  • What are the total number of issues for each issue type?

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 Execution Sample Reports

Who uses this dashboard ?

Project Manager

When do I use this dashboard ?

When you need to know the number of issues for each issue type.

What can I do with this dashboard ?

You can view the number of issues grouped by issue type, status, priority, and project.

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Issue Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Issue Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

  • Default selection SQL:

    SELECT "Issue Status"."Issue Status" FROM "Project Management - Project Issues Real Time" where "Issue Status"."Issue Status" IN ('New','In progress')

The following table lists the views in the Issues by Type Report.

View Displayed Information

View Name

Issues by Type Report

View Sections

  • Table

  • Pie Chart

Table Column and Measures

  1. Issue Priority

  2. Issue Status

  3. Type

  4. Project Name

  5. Number of Issues

My Open Action Items Dashboard: Explained

The My Open Action Items dashboard displays the details of the action items that are owned by the user. You can view the action items sorted by their need-by date. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of My Open Action Items Report and you can drill down to the following analyses from the My Open Action Items Report.

  • Action Item Details Report

  • Issues Details Report

Key Insights

This dashboard answers the following business questions:

  • Which action items do I own?

  • What are the deadlines to resolve the action items I own?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the action items you own and the deadline to resolve the action items.

What can I do with this dashboard?

You can:

  • View the actions items details.

  • Drill down to the Issue Details Report using the Issue 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

Action Item Status

Filter

is not equal to / is not in Complete

Owner

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Action Item Owner"."Action Item Owner" FROM "Project Management - Project Issues Real Time" where "Action Item Owner"."Action Item Owner" =VALUEOF(NQ_SESSION.USER)

Project

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Issue Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the My Open Action Items analysis.

View Displayed Information

View Name

My Open Action Items

View Sections

None

Table Column and Measures

  1. Need by

  2. Action Item

  3. Action Item Description

  4. Project

  5. Action Item Status

  6. Issue

  7. Issue Type

  8. Issue Priority

My Open Issues Dashboard: Explained

The My Open Issues dashboard displays the issues that are owned by the user. You can view the issues sorted by their need-by date. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of My Open Issues Report and you can drill down to the following analyses from the My Open Issues Report.

  • Action Item Details Report

  • Issue Details Report

Key Insights

This dashboard answers the following business questions:

  • Which issues do I own?

  • What are the total number of action items for each issue I own?

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 Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Team Member

When do I use this dashboard?

When you need to know the issues you own and the deadline to resolve them.

What can I do with this dashboard?

You can:

  • View the issue details.

  • Drill down to the Issue Details Report using the Issue Summary column.

  • Drill down to the Action Item Details Report using the Action Items 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

Issue Status

Filter

is not equal to / is not in Closed

Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

  • Default selection SQL:

    SELECT "Issue Owner"."Issue Owner" FROM "Project Management - Project Issues Real Time" where "Issue Owner"."Issue Owner" =VALUEOF(NQ_SESSION.USER)

Issue Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

The following table lists the views in the My Open Issues analysis.

View Displayed Information

View Name

My Open Issues

View Sections

None

Table Column and Measures

  1. Need by

  2. Priority

  3. Status

  4. Issue Type

  5. Issue Summary

  6. Project

  7. Action Items

  8. Issue Description

Open Action Items by Project Dashboard: Explained

The Open Action Items by Project dashboard displays the details of the open action items grouped by the project. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Open Action Items by Project Report and you can drill down to the following analyses from the Open Action Items by Project Report.

  • Action Item Details Report

  • Issue Details Report

Key Insights

This dashboard answers the following business questions:

  • Which action items are open for my projects?

  • Who's the owner of the open action item?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to know the open action items for your project and the deadline to resolve the action items.

What can I do with this dashboard?

You can:

  • View the open actions items details.

  • View the owners for the open action items

  • Drill down to the Issue Details Report using the Issue Summary 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

Action Item Status

Filter

is not equal to / is not in Complete

Project

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Issue Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection: All values

Project Manager

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    SELECT "Project"."Primary Project Manager" FROM "Project Management - Project Issues Real Time" FETCH FIRST 65001 ROWS ONLY where "Project"."Primary Project Manager" =VALUEOF(NQ_SESSION.USER)

The following table lists the views in the Open Action Items by Project analysis.

View Displayed Information

View Name

Open Action Items by Project

View Sections

None

Table Column and Measures

  1. Project

  2. Need by

  3. Issue Priority

  4. Action Item Summary

  5. Action Item Owner

  6. Action Item Status

  7. Issue Summary

  8. Issue Type

Project Management

Actual Project Labor Margin Dashboard: Explained

The Actual Project Labor Margin dashboard displays the actual hours, actual cost, bill amount, margin, and margin percentage for the selected project. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of Actual Project Labor Margin Report.

Key Insights

This dashboard answers the following business questions:

  • What are the planned billing amounts for my projects?

  • What are the operating margins for my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the bill amount and margin for your projects.

What can I do with this dashboard?

You can review the following for your projects:

  • Actual hours

  • Actual cost

  • Bill amount

  • Margin

  • Margin percentage

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

Bill Amount

Filter

Is greater than 0

The following table lists the views in the Actual Project Labor Margin Report.

View Displayed Information

View Name

Actual Project Labor Margin Report

View Sections

None

Table Column and Measures

  1. Project Name

  2. Hours

  3. Bill Amount

  4. Cost

  5. Margin

  6. Margin Percentage

Baseline Trend Dashboard: Explained

The Baseline Trend dashboard displays the baseline trend for project tasks by effort, cost, and dates. You can analyze the incremental progress on the project and better plan for similar projects in future. This dashboard uses the Project Management - Baseline Versions Real Time subject area.

The dashboard consists of the Baseline Trend Analysis.

Key Insights

This dashboard answers the following business question:

  • How do I compare multiple baselines and view the baseline trend by effort, cost, and schedule?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the progress of your project and view the baseline trend.

What can I do with this dashboard?

You can drill down to the subtasks using the Top Task Name column.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Project Name

Dashboard prompt

  • Choice list

  • Default selection: SQL

    SELECT "Project"."Project Name" FROM "Project Management - Baseline Versions Real Time" FETCH FIRST 1 ROWS ONLY ORDER BY "Project"."Project Name"

  • Presentation Variable: PRJ_NAME_PV

Top Level Task Name

Dashboard prompt

  • Choice list: SQL Results

    SELECT "Task Hierarchy"."Top Level Task Name" FROM "Project Management - Baseline Versions Real Time" WHERE ("Project"."Project Name" IN (@{PRJ_NAME_PV}['@']{' '}) AND ("Baseline Version Details"."Baseline Name" IS NOT NULL)) FETCH FIRST 65001 ROWS ONLY

  • Select multiple values enabled

The following table lists the views in the Baseline Trend Analysis.

View Displayed Information

View Name

Baseline Trend Analysis

View Sections

  • Graph

  • Table

Table Column and Measures

  • Graph view:

    1. X-Axis: Baseline Name

    2. Y- Axis: Effort

    3. Y- Axis: Cost

  • Table view:

    1. Project Name

    2. Top Task Number

    3. Top Task Name

    4. Baseline Name

    5. Primary Baseline

    6. Baseline Version Start Date

    7. Baseline Version Finish Date

    8. Baseline Version Labor Cost

    9. Baseline Version Expense Amount

    10. Baseline Version Effort

Baseline Variance Dashboard: Explained

The Baseline Variance dashboard displays the effort, cost, and date variances for the top level tasks for all the active projects. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of the Baseline Variance Analysis.

Key Insights

This dashboard answers the following business question:

  • What's the effort, cost, and date variances for the tasks in a project?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the performance of your project.

What can I do with this dashboard?

You can drill down to the subtasks using the Task Name column to analyze the variance in detail.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Baseline Variance Analysis.

View Displayed Information

View Name

Baseline Variance Analysis

View Sections

  • Table

  • Graph

Table Column and Measures

  • Table view:

    1. Project Name

    2. Task Name

    3. Primary Resource

    4. Start Date Variance in Days

    5. Finish Date Variance in Days

    6. Effort Variance in Hours

    7. Labor Cost Variance

    8. Expense Amount Variance

  • Graph view:

    1. Project Name

    2. X- Axis: Task Name

    3. Y- Axis: Duration in Hours

Planned and Actual Dates Comparison Dashboard: Explained

The Planned and Actual Dates Comparison dashboard displays the planned and actual dates for the top level tasks for all the active projects. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of the Planned and Actual Dates Comparison analysis.

Key Insights

This dashboard answers the following business question:

  • What is the planned and actual schedule for my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to compare the planned and actual dates for the tasks of your project. For example, tasks that are behind schedule.

What can I do with this dashboard?

You can drill down to the subtasks using the Task Name column to analyze the variance in detail.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Planned and Actual Dates Comparison analysis.

View Displayed Information

View Name

Planned and Actual Dates Comparison

View Sections

None

Table Column and Measures

  1. Project Name

  2. Task Name

  3. Primary Resource

  4. Planned Start Date

  5. Planned End Date

  6. Actual Start Date

  7. Actual Finish Date

  8. Current Finish Date

  9. Schedule Status

Planned and Actual Project Labor Comparison Dashboard: Explained

The Planned and Actual Project Labor Comparison dashboard displays the planned and actual margin, margin percentage, and margin variance for the selected project. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of the Planned and Actual Project Labor Comparison Report.

Key Insights

This dashboard answers the following business questions:

  • What are the planned and actual margins of my projects?

  • What are the planned and actual margin percentages of my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the margins and margin percentages for your projects.

What can I do with this dashboard?

Review the following for your projects:

  • Planned margin and margin percentage

  • Actual margin and margin percentage

  • Variance between planned and actual margin and margin percentage

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

Labor Bill Amount

Filter

Is greater than 0

The following table lists the views in the Planned and Actual Project Labor Comparison analysis.

View Displayed Information

View Name

Planned and Actual Labor Comparison

View Sections

None

Table Column and Measures

  1. Project Name

  2. Planned Margin

  3. Actual Margin

  4. Variance

  5. Planned

  6. Actual

  7. Variance

Project Cost Variance Dashboard: Explained

The Project Cost Variance dashboard displays the planned and actual amounts and their variance for labor, expense, and total cost categories by task for the selected project. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of Project Cost Variance Report.

Key Insights

This dashboard answers the following business question:

  • What are the planned and actual costs for my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the planned and actual amounts for your project costs.

What can I do with this dashboard?

Review by project task:

  • Planned and actual labor and their variance

  • Planned and actual expense and their variance

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views for Project Cost Variance analysis.

View Displayed Information

View Name

Project Cost Variance

View Sections

None

Table Column and Measures

  1. Task

    1. Task Name

  2. Labor

    1. Planned

    2. Actual

    3. Variance

  3. Expense

    1. Planned

    2. Actual

    3. Variance

  4. Total

    1. Planned

    2. Actual

    3. Variance

Resources Currently on My Projects Dashboard: Explained

The Resources Currently on My Projects dashboard displays all resources who are currently assigned to the projects managed by you. This dashboard uses the Project Management - Project Resources Real Time subject area.

The dashboard consists of Resources Currently on My Projects Report.

Key Insights

This dashboard answers the following business question:

What are the statuses of the resources currently working on my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the resources working on your projects.

What can I do with this dashboard?

You can:

  • Review resource assignment status

  • Monitor resource assignment dates

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Resources Currently on My Projects analysis.

View Displayed Information

View Name

Resources Currently on My Projects

View Sections

None

Table Column and Measures

  1. Resource Name

  2. Project

  3. Assignment Status

  4. Project Resource Role

  5. Resource From Date

  6. Resource To Date

  7. Percentage Allocation

Placeholder Resources on My Projects Dashboard: Explained

The Placeholder Resources on My Projects dashboard displays the unstaffed positions listed for the projects managed by you. This report uses the Project Management - Project Resources Real Time subject area.

The dashboard consists of Placeholder Resources on My Projects Report.

Key Insights

This dashboard answers the following business question:

Who are the placeholder resources assigned to my projects?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to view the placeholder resource assignments for your projects.

What can I do with this dashboard?

Review unstaffed positions and placeholder resources assigned to your projects.

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Placeholder Resources on My Projects analysis.

View Displayed Information

View Name

Placeholder Resources on My Projects

View Sections

None

Table Column and Measures

  1. Project Name

  2. Resource Name

  3. Project Resource Role

  4. Resource from Date

  5. Resource To Date

  6. Allocation

  7. Planned Start Date

Resource Allocation and Task Assignment Comparison by Week Dashboard: Explained

The Resource Allocation and Task Assignment Comparison by Week dashboard displays the weekly comparison of allocated and total task assignment hours for the resources of a project. This dashboard uses the Project Management - Project Resources Real Time and Project Management - Planning Real Time subject areas.

The dashboard consists of Resource Allocation and Task Assignment Comparison by Week Report.

Key Insights

This dashboard answers the following business questions:

  • What are the allocated hours for my project resources?

  • What are the assignment percentages for my project resources?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review resource allocation for your projects.

What can I do with this dashboard?

You can:

  • Review resource allocation hours and assignment percentages.

  • Drill down to individual weeks from the Week and Calendar Week Start Date columns.

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 Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Resource Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the Resource Allocation and Task Comparison by Week analysis.

View Displayed Information

View Name

Resource Allocation and Task Assignment Comparison by Week

View Sections

  • Table

  • Graph

Table Column and Measures

  1. Week

  2. Calendar Week Start Date

  3. Allocated Hours

  4. Total Task Assignment Hours

  5. Percentage Task Assignment

Tasks Scheduled Outside of Resource Assignment Dates Dashboard: Explained

The Tasks Scheduled Outside of Resource Assignment Dates dashboard displays the project tasks that are scheduled outside the project resource assignment dates. This dashboard uses the Project Management - Project Resources Real Time and Project Management - Planning Real Time subject areas.

The dashboard consists of Tasks Scheduled Outside of Resource Assignment Dates Report.

Key Insights

This dashboard answers the following business question:

Which project tasks are scheduled outside my project resource assignment dates?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to view tasks that lie outside your resource assignment dates.

What can I do with this dashboard?

You can use this report to take decisions on tasks that are scheduled outside resource assignment dates.

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

Task Start Date and Resource From Date

Filter

Task Start Date < Resource From Date

Task Finish Date and Resource To Date

Filter

Task Finish Date > Resource To Date

The following table lists the views in the Tasks Scheduled Outside of Resource Assignment Dates analysis.

View Displayed Information

View Name

Tasks Assigned Outside Resource Allocation Dates

View Sections

  • Pivot table

  • Pivot table:2

  • Pivot table:3

  • Pivot table:4

Table Column and Measures

  1. Task Start Date

  2. Project Name

  3. Task Name

  4. Resource Name

  5. Task Finish Date

  6. Resource From Date

  7. Resource To Date

  8. Assignment Status

  9. Task Percent Complete

Remaining Project Hours Dashboard: Explained

The Remaining Project Hours dashboard displays the effort in hours, actual hours, and remaining hours for all projects using the project hierarchy. This dashboard uses the Project Management - Project Hierarchy Real Time subject area.

The dashboard consists of Remaining Project Hours Report.

Key Insights

This dashboard answers the following business questions:

  • How many hours have been spent on a project?

  • How many hours are remaining on a project?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Executive

When do I use this dashboard?

When you need to look up the hours remaining on a project.

What can I do with this dashboard?

Review remaining hours for your projects.

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

Start Date

Filter

Prompted

End Date

Filter

Prompted

The following table lists the views in the Remaining Project Hours analysis.

View Displayed Information

View Name

Remaining Project Hours

View Sections

None

Table Column and Measures

  1. Project Hierarchy

  2. Project Name

  3. Start Date

  4. End Date

  5. Effort in Hours

  6. Actual Hours

  7. Remaining Hours

Total Cost vs Actual Cost By EPS Element Dashboard: Explained

The Total Cost vs Actual Cost by EPS Element dashboard displays the actual and total costs for the nodes in the project hierarchy. This dashboard uses the Project Management - Project Hierarchy Real Time subject area.

The dashboard consists of Total Cost vs Actual Cost by EPS Element Report.

Key Insights

This dashboard answers the following business questions:

  • What are the actual costs for the nodes in my project hierarchy?

  • What are the total costs for the nodes in my project hierarchy?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Executive

When do I use this dashboard?

When you need to view the costs for the nodes in your project hierarchy.

What can I do with this dashboard?

View the following for project hierarchy nodes:

  • Actual cost

  • Total cost

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 Hierarchy

Dashboard prompt

Choice list

The following table lists the views in the Total Cost vs Actual Cost by EPS Element analysis.

View Displayed Information

View Name

Total Cost vs Actual Cost by EPS Element

View Type

  • Table

  • Graph

Table Column and Measures

  1. Total Cost

  2. Total Actual Cost

  3. Project Hierarchy

My Project Work Items Dashboard: Explained

The My Project Work Items dashboard displays all the work items for the projects managed by you. This dashboard uses the Project Management - Project Work Items Real Time subject area.

The dashboard consists of My Project Work Items report.

Key Insights

This report answers the following business questions:

  • What are the work items for my projects?

  • What are the work item statuses that determine the completion of my project tasks?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to track your project work items.

What can I do with this dashboard?

You can:

  • View all work items and work item statuses for your projects.

  • Drill down into work items for a specific project.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Report Details

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

Column Type Rules

Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Work Item Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Work Item Type

Dashboard prompt

  • Choice list

  • Select multiple values enabled

The following table lists the views in the My Project Work Items analysis.

View Displayed Information

View Name

My Project Work Items

View Sections

None

Table Column and Measures

  1. Project Name

  2. Owner

  3. Work Item Name

  4. Work Item Type

  5. Work Item Priority

  6. Work Item Status

  7. Task Completion Event

  8. Due Date

  9. Task Name

  10. Task Completion Event Status

Deliverables Due in My Projects Dashboard: Explained

The Deliverables Due in My Projects dashboard displays project deliverables that are overdue by a week or due in a week for the projects managed by you. This dashboard uses the Project Management - Project Work Items Real Time subject area.

The dashboard consists of Deliverables Due in My Projects report.

Key Insights

This dashboard answers the following business questions:

  • Which of my project deliverables are due in a week?

  • Which of my project deliverables are overdue by a week?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to track your project deliverables.

What can I do with this dashboard?

You can:

  • Gain insight into overdue and immediately due deliverables.

  • Drill down to view incomplete deliverables for a project.

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

Owner

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Days Due

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • SQL source of list of values:

    Select 'Due in 7 Days or less' From "Project Management - Project Work Items Real Time" UNION Select 'Due in 7 Days or more' From "Project Management - Project Work Items Real Time" UNION Select 'Overdue by 7 Days or less' From "Project Management - Project Work Items Real Time" UNION Select 'Overdue by 7 Days or more' From "Project Management - Project Work Items Real Time"

  • Default selection: Due in 7 Days or less

Days Due

Filter

Is not null

Work Item

Filter

Equals 'Deliverable'

Work Item Status

Filter

Not 'COMPLETED'

The following table lists the views in the Deliverables Due in My Projects Analysis.

View Displayed Information

View Name

Deliverables Due in My Projects Analysis

View Sections

None

Table Column and Measures

  1. Project Name

  2. Task Name

  3. Owner

  4. Deliverable Name

  5. Deliverable Type

  6. Deliverable Priority

  7. Due Date

  8. Days Due

My Project Deliverables Not Started Dashboard: Explained

The My Project Deliverables Not Started dashboard displays all project deliverables that are overdue or due in the immediate future for the projects managed by you. This dashboard uses the Project Management - Project Work Items Real Time subject area.

The dashboard consists of My Project Deliverable Not Started analysis.

Key Insights

This dashboard answers the following business questions:

  • Which of my project deliverables are overdue?

  • Which of my project deliverables are due soon?

  • Which of my project deliverables are yet to start?

Frequently Asked Questions

FAQ Answer

How do I find this dashboard?

Reports and Analytics pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to track your project deliverables.

What can I do with this dashboard?

You can:

  • Drill down into new high priority project deliverables.

  • Identify and begin working on project deliverables that are overdue or due soon.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Report Details

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

Filter on Column Type Rules

Deliverable Priority

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • SQL source of list of values:

    SELECT "Work Item Priority"."Work Item Priority Name" FROM "Project Management - Project Work Items Real Time" WHERE "Work Item Priority"."Work Item Priority Name" IN ('High','Low','Medium') FETCH FIRST 65001 ROWS ONLY

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Work Item

Filter

Equals Deliverable

Status

Filter

Equals New

The following table lists the views in the analysis.

View Displayed Information

View Name

My Project Deliverables Not Started analysis

View Sections

None

Table Column and Measures

  1. Project

  2. Task Name

  3. Owner

  4. Status

  5. Deliverable Type

  6. Deliverable Priority

  7. Deliverable Name

  8. Due Date

Requirements

Backlog Item Status Dashboard: Explained

The Backlog Item Status dashboard displays the total number of backlog items by status for every product owner and scrum master. This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of the Backlog Item Status Analysis and you can drill down to the following analyses from the Backlog Item Status Analysis.

  • Backlog Item Status Analysis having Complete Status Detailed report

  • Backlog Item Status Analysis having Draft Status Detailed report

  • Backlog Item Status Analysis having Ready Status Detailed report

Key Insights

This dashboard answers the following business question:

  • What's the total number of backlog items by status for a product in a given sprint?

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 Execution Sample Reports

Who uses this dashboard?

  • Product Owner

  • Scrum Master

When do I use this dashboard?

When you need to review the number of backlog items by status.

What can I do with this dashboard?

You can view the:

  • Number of backlog items for each sprint in a given release grouped by status.

  • Backlog item owner

  • Drill down to: view backlog item details for each of the status from this analysis.

    • Backlog Item Status Analysis having Complete Status Detailed analysis using the # of Completed Backlog Items column.

    • Backlog Item Status Analysis having Draft Status Detailed analysis using the # of Draft Backlog Items column.

    • Backlog Item Status Analysis having Ready Status Detailed analysis using the # of Ready Backlog Items 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

Product

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Release

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Sprint

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

The following table lists the views in the Backlog Item Status Analysis.

View Displayed Information

View Name

Backlog Item Status Analysis

View Sections

None

Table Column and Measures

  1. Product

  2. Release

  3. Sprint

  4. Backlog Item Owner

  5. Scrum Master

  6. # of Draft Backlog Items

  7. # of Ready Backlog Items

  8. # of Completed Backlog Items

Backlog Item Sprint Velocity Dashboard: Explained

The Backlog Item Sprint Velocity dashboard displays the total number of story points completed in each sprint of a release. This information helps the product owner to plan new work for upcoming releases .This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of Backlog Item Sprint Velocity Analysis report.

Key Insights

This dashboard answers the following business question:

  • What's the total number of story points achieved in each sprint of a release?

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 Execution Sample Reports

Who uses this dashboard?

Product Owner

When do I use this dashboard?

When you need to:

  • Review the story points achieved in a release sprint by a scrum master.

  • Plan work for upcoming releases based on the number of backlog items completed in prior and current sprints

What can I do with this dashboard?

  • View the number of story points assigned to every scrum master.

  • Analyze if the work must be redistributed between scrum masters.

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

Product

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Release

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Backlog Item Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Enter values enabled

  • Values limited by All Prompts

The following table lists the views in the Backlog Item Sprint Velocity Analysis.

View Displayed Information

View Name

Backlog Item Sprint Velocity Analysis

View Sections

None

Table Column and Measures

  1. Product

  2. Release

  3. Backlog Item Status

  4. Sprint

  5. Backlog Item Owner

  6. Scrum Master

  7. Total Story Points

Backlog Completeness Check Dashboard: Explained

The Backlog Completeness Check dashboard displays the total number of the backlog items with the exceptions for your backlogs. Exceptions include missing user stories, story points, or acceptance criteria. This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of Backlog Completeness Check Analysis Report and you can drill down to the following analyses from the Backlog Completeness Check Analysis Report.

  • Backlog Completeness Check Analysis Detailed without Acceptance Criteria report

  • Backlog Completeness Check Analysis Detailed without Story points report

  • Backlog Completeness Check Analysis Detailed without User Story points report

Key Insights

This dashboard answers the following business questions:

  • Which of my backlog items have exceptions?

  • What are the exceptions for my backlog items?

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 Execution Sample Reports

Who uses this dashboard?

  • Product Owner

  • Scrum Master

When do I use this dashboard?

When you need to review the completeness of backlog items by product in a release.

What can I do with this dashboard?

You can:

  • View the number of backlog items with exceptions, such as story points, acceptance criteria, and user story.

  • Drill down to:

    • Backlog Completeness Check Analysis Detailed without Acceptance Criteria analysis using the # of Backlog Items Without Acceptance Criteria column

    • Backlog Completeness Check Analysis Detailed without Story Points analysis using the # of Backlog Items Without Story Points column

    • Backlog Completeness Check Analysis Detailed without User Story analysis # of Backlog Items Without User Story 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

Product

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Release

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Sprint

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

The following table lists the views in the Backlog Completeness Check Analysis.

View Displayed Information

View Name

Backlog Completeness Check Analysis

View Sections

None

Table Column and Measures

  1. Product

  2. Release

  3. Sprint

  4. Requirement Name

  5. Backlog Item Owner

  6. # of Backlog Items

  7. # of Backlog Items Without Story Points

  8. # of Backlog Items Without Acceptance Criteria

  9. # of Backlog Items Without User Story

Project Hours by Backlog Item Dashboard: Explained

The Project Hours by Backlog Item dashboard displays the effort in hours, actual and remaining, for all backlog items. This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of Project Hours by Backlog Item Analysis report.

Key Insights

This dashboard answers the following business questions:

  • What are the planned hours for each backlog item?

  • What are the backlog items for my projects in a sprint?

  • How much effort is remaining for my backlog items?

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 Execution Sample Reports

Who uses this dashboard?

Project Manager

When do I use this dashboard?

When you need to review the planned and remaining effort for your backlog items.

What can I do with this dashboard?

You can analyze if:

  • The planned hours are sufficient for your backlog items.

  • Story point estimation for your backlog items is correct.

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

Product

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Sprint

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

Backlog Item Status

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Values limited by All Prompts

The following table lists the views in the Project Hours by Backlog Item Analysis.

View Displayed Information

View Name

Project Hours by Backlog Item Analysis

View Sections

None

Table Column and Measures

  1. Product

  2. Backlog Item Status

  3. Sprint Name

  4. Backlog Item

  5. Backlog Item Owner

  6. Scrum Master

  7. Story Points

  8. Project Name

  9. Effort in Hours

  10. Actual Hours

  11. Remaining Hours

Resource Management

Invalid Resource Assignments Dashboard: Explained

The Invalid Resource Assignments dashboard displays resources assigned to tasks or projects that are outside of the resources' effective dates in the organization, for the projects you manage. This dashboard uses the Project Management - Project Resources Real Time and Project Management - Planning Real Time subject areas.

The dashboard consists of the Invalid Resource Assignments analysis.

Key Insights

This dashboard answers the following business question:

  • Which resources are assigned to tasks or projects outside of their effective dates?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

  • Project Manager

  • Resource Manager

When do I use this dashboard?

When you need to review which resources are incorrectly assigned to tasks or projects.

What can I do with this dashboard?

You can view a resources' effective, assignment, and task start and finish dates sorted by projects.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

The following table lists the views in the Invalid Resource Assignments analysis.

View Displayed Information

View Name

Invalid Resource Assignments

View Sections

None

Table Column and Measures

  1. Project Name

  2. Resource Name

  3. Resource From Date

  4. Resource To Date

  5. Resource Assignment From Date

  6. Resource Assignment To Date

  7. Task Start Date

  8. Task End Date

Resource Capacity Planning by Project Role Dashboard: Explained

The Resource Capacity Planning by Project Role dashboard displays requested hours, capacity hours, assigned hours, remaining capacity hours, and the capacity surplus or shortfall for project roles for a specified date range. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

Note: Click the Capacity Planning link to open the Resource Capacity Planning by Project Role dashboard.

The dashboard consists of Resource Assigned Hours by Project and Role analysis and you can drill down to the following analyses from the Resource Assigned Hours by Project and Role analysis.

  • Resource Assigned Hours by Role and Project

  • Resource Capacity Planning by Role and Resource

You can also drill down to the following dashboards from the Resource Capacity Planning by Project Role dashboard:

  • Capacity Planning by Role and Resource

  • Resource Assigned Hours by Role and Project

Key Insights

This dashboard answers the following business questions:

  • What are the capacity hours of my resources?

  • Are my resources being optimally utilized?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review your:

  • Resource utilization

  • Capacity planning

What can I do with this dashboard?

You can:

  • Review if your resources are being optimally utilized.

  • Drill down to the Resource Capacity Planning by Role and Project analysis using the Total Requested Hours column.

  • Drill down into:

    • Resource Assigned Hours by Project and Role analysis.

    • Resource Capacity Planning by Role and Resource analysis.

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 Role Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Date

Dashboard prompt

  • Calendar

  • Required

  • Is between field

The following table lists the views in the Resource Capacity Planning by Project Role analysis.

View Displayed Information

View Name

Resource Capacity Planning by Project Role

View Sections

  • Table

  • Graph

Table Column and Measures

  1. Project Role

  2. Total Requested Hours

  3. Total Capacity Hours

  4. Total Assigned Hours

  5. Remaining Capacity Hours

  6. Capacity Surplus or Shortfall

Resource Pool Actual Utilization by Resource and Month Dashboard: Explained

The Resource Pool Actual Utilization by Resource and Month dashboard displays monthly actual hours and utilization percentages for a resource pool and the specified date range. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Resource Pool Actual Utilization by Resource and month Report and you can drill down to the following analysis from the Resource Pool Actual Utilization by Resource and Month Report.

  • Resource Actual Utilization by Project Event and Month

Key Insights

This dashboard answers the following business question:

Are my resources optimally utilized?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review your resource actual utilization.

What can I do with this dashboard?

You can:

  • Review if your resources are meeting their target utilization.

  • Drill down to the Resource Actual Utilization by Project or Event and Month analysis using the Resource 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

Resource Pool

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Report Date

Dashboard prompt

  • Calendar

  • Required

  • Is between field

The following table lists the views in the Resource Pool Actual Utilization by Resource and Month analysis.

View Displayed Information

View Name

Resource Pool Actual Utilization by Resource and Month

View Sections

  • Table

  • Pivot table

Table Column and Measures

  1. Resource Pool

  2. Resource

  3. Month and Year

    1. Actual Hours

    2. Actual Utilization

Resource Pool Projected and Actual Utilization by Resource Dashboard: Explained

The Resource Pool Projected and Actual Utilization by Resource dashboard displays resource pool projected hours and utilization percentages, actual hours and utilization percentages, and variance hours by resource for specified date ranges. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Resource Pool Projected and Actual Utilization by Resource Report.

Key Insights

This dashboard answers the following business questions:

  • Are my resources being effectively utilized?

  • Which of my resources can be better utilized?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review and compare your projected and actual resource utilization.

What can I do with this dashboard?

You can:

  • Identify possibilities for optimal resource utilization.

  • Review variance between projected and actual hours.

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

Resource Pool Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Report Date

Dashboard prompt

  • Calendar

  • Required

  • Is between field

The following table lists the views in the Resource Pool Projected and Actual Utilization by Resource analysis.

View Displayed Information

View Name

Resource Pool Projected and Actual Utilization by Resource

View Sections

None

Table Column and Measures

  1. Resource Pool

  2. Resource

  3. Projected Hours

  4. Projected Utilization

  5. Actual Hours

  6. Actual Utilization

  7. Variance Hours

Project Resource Request Forecast Revenue Dashboard: Explained

The Project Resource Request Forecast Revenue dashboard displays the cost, revenue, and margin forecasts for requests in Open and Resource Proposed status for a specified date range. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Project Resource Request Forecast Revenue Report and you can drill down to the following analysis from the Project Resource Request Forecast Revenue Report.

  • Project Resource Request Forecast Revenue

Key Insights

This dashboard answers the following business questions:

  • Which requests are in Open or Resource Proposed status?

  • What is the forecasted revenue and margin for such resource requests?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review cost, revenue, and margin for your resource requests.

What can I do with this dashboard?

You can:

  • View requests in Open and Resource Proposed statuses.

  • Review forecasted margins for such requests.

  • Drill down to the Requested Resource Forecast Revenue Details analysis using the Project Name 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

Project Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Request Start Date

Dashboard prompt

  • Calendar

  • Required

  • Is between field

Project Resource Request Target Cost Rate Currency

Dashboard prompt

  • Choice list

  • Select multiple values enabled

  • Default selection SQL:

    Select MAX(" Project Request Details"."Request Cost Rate Currency") from Project Resource Management - Resource Management Real Time

Project Request Status

Filter

Equals 'OPEN' or 'PROPOSED'

The following table lists the views in the Project Resource Request Forecast Revenue analysis.

View Displayed Information

View Name

Project Resource Request Forecast Revenue

View Sections

  • Table

  • Graph

Table Column and Measures

  1. Project Name

  2. Total Requested Hours

  3. Target Profit

  4. Target Revenue

  5. Target Cost

  6. Currency

Project Resource Assignment History by Resource Pool and Resource Dashboard: Explained

The Project Resource Assignment History by Resource Pool and Resource dashboard displays the project resource assignment details for assignments that are confirmed, pending adjustment, or canceled for resources in the specified resource pool and current assignment finish date range. This dashboard uses the Project Resource Management - Resource Pool Real Time subject area.

The dashboard consists of the Project Resource Assignment History by Resource Pool and Resource analysis.

Key Insights

This dashboard answers the following business questions:

  • How many assignment adjustments are made to my resources' assignments?

  • What assignments do my resources currently have and are any assignments adjusted from their original schedule?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review your resources' assignment and assignment adjustments if any.

What can I do with this dashboard?

You can view the assignment details for resources sorted by the resource pool.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Resource Pool Name

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

  • Presentation Variable: RESRC_POOL_V

Project Resource Assignment Finish Date

Dashboard prompt

  • Calendar

  • Required

  • Default Selection: SQL

    SELECT TIMESTAMPADD (SQL_TSI_MONTH, -3, CURRENT_DATE) FROM "Project Resource Management - Resource Management Real Time"

  • Presentation Variable: CURR_ASSIGN_FINISH_DT_V

Variable

Dashboard prompt

  • Text Field

  • Data Type: Date

  • Required

  • Default Selection: SQL

    SELECT TIMESTAMPADD(SQL_TSI_MONTH, +3, CURRENT_DATE) FROM "Project Resource Management - Resource Management Real Time"

  • Presentation Variable: CURR_ASSIGN_FINISH_DT2_V

The following table lists the views in the Project Resource Assignment History by Resource Pool and Resource analysis.

View Displayed Information

View Name

Project Resource Assignment History by Resource Pool and Resource

View Sections

None

Table Column and Measures

  1. Resource Pool

  2. Assignment Status

  3. Resource Name

  4. Project Name

  5. Original Assignment Start Date

  6. Original Assignment Finish Date

  7. Original Hours Per Day

  8. Current Assignment Start Date

  9. Current Assignment Finish Date

  10. Current Hours Per Day

  11. Number of Schedule Adjustments

Project Resource Request History by Resource Pool and Resource Dashboard: Explained

The Project Resource Request History by Resource Pool and Resource dashboard displays project resource request information including the requested role, location, quantity, and start and finish dates, for the specified resource pool or resource and requested start date range. This dashboard uses the Project Resource Management - Resource Pool Real Time subject area.

The dashboard consists of the Project Resource Request History by Resource Pool and Resource analysis.

Key Insights

This dashboard answers the following business questions:

  • What are the requests for which my resources are requested, reserved, rejected, or confirmed?

  • Which resources have I proposed for a request that are awaiting project managers response?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review your resources' requests.

What can I do with this dashboard?

You can:

  • View the request details for resources sorted by the resource pool.

  • Use the Project Name column to view all requests for a particular project.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Resource Pool Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Resource Name

Dashboard Prompt

  • Choice list

  • Select multiple values enabled

Request Start Date

Dashboard prompt

  • Calendar

  • Required

  • Is between

  • Default Selection: SQL

    SELECT TIMESTAMPADD (SQL_TSI_MONTH, -3, CURRENT_DATE) FROM "Project Resource Management - Resource Management Real Time"

    SELECT TIMESTAMPADD(SQL_TSI_MONTH, +3, CURRENT_DATE) FROM "Project Resource Management - Resource Management Real Time"

The following table lists the views in the Project Resource Request History by Resource Pool and Resource analysis.

View Displayed Information

View Name

Project Resource Request History by Resource Pool and Resource

View Sections

None

Table Column and Measures

  1. Resource Pool

  2. Resource Name

  3. Project Name

  4. Requested Role

  5. Resource Status

  6. Requested Start Date

  7. Requested Finish Date

  8. Requested Quantity

  9. Request Name

  10. Location

Project Resource Request Resources by Project or Request Dashboard: Explained

The Project Resource Request Resources by Project or Request dashboard displays resource and project resource request details for resources associated with requests for the specified project, or a specified request, and requested start date range. This dashboard uses the Project Resource Management - Resource Pool Real Time subject area.

The dashboard consists of the Project Resource Request Resources by Project or Request analysis.

Key Insights

This dashboard answers the following business questions:

  • What are the requests associated to a specific project?

  • How many resources need to be assigned to unfulfilled requests?

  • How many proposed requests are rejected for unfulfilled requests?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to review resource requests for various projects and their request status.

What can I do with this dashboard?

You can:

  • View the requested and remaining quantities of resources for a requested role for a project.

  • Use the Project Name column to view the request status of a request for a particular project.

What type of dashboard is this?

Oracle Transactional Business Intelligence

Details

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

Column Type Rules

Project Name

Dashboard prompt

  • Choice list

  • Required

  • Select multiple values enabled

Request Name

Dashboard Prompt

  • Choice list

  • Select multiple values enabled

Request Start Date

Dashboard prompt

  • Calendar

  • Is between

The following table lists the views in the Project Resource Request Resources by Project or Request analysis.

View Displayed Information

View Name

Project Resource Request Resources by Project or Request

View Sections

None

Table Column and Measures

  1. Request Name

  2. Resource Primary Project Role

  3. Resource

  4. Project Name

  5. Requested Role

  6. Resource Status

  7. Request Status

  8. Requested Start Date

  9. Requested Finish Date

  10. Requested Quantity

  11. Remaining Quantity

Projected Revenue Shortfall by Resource Dashboard: Explained

The Projected Revenue Shortfall by Resource dashboard displays target hours, projected hours, variance hours, and projected revenue shortfall for resources that don't meet their target utilization in a specified resource pool. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Projected Revenue Shortfall by Resource Report.

Key Insights

This dashboard answers the following business questions:

  • Which resources will not meet their target utilization in the next period?

  • What's the projected revenue shortfall due to such resources?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Resource Manager

When do I use this dashboard?

When you need to track underutilized resources.

What can I do with this dashboard?

You can:

  • Identify resources that don't meet their target utilization.

  • View projected revenue shortfall due to under utilization of resources.

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

Resource Pool Name

Dashboard prompt

  • Choice list

  • Select multiple values enabled

Report Date

Dashboard prompt

  • Calendar

  • Required

  • Is between field

The following table lists the views in the Projected Revenue Shortfall by Resource analysis.

View Displayed Information

View Name

Projected Revenue Shortfall by Resource

View Sections

None

Table Column and Measures

  1. Project Role

  2. Resource

  3. Resource Pool

  4. Target Hours

  5. Projected Hours

  6. Variance Hours

  7. Resource Bill Rate

  8. Resource Bill Rate Currency

  9. Projected Revenue Shortfall

Task Management

My Upcoming Tasks Dashboard: Explained

The My Upcoming Tasks dashboard displays the project task names, task start and finish dates, and percentage of tasks complete by task type for incomplete tasks that are due within the entered date range. This dashboard uses the Project Management - Task Management Real Time subject area.

The dashboard consists of My Upcoming Tasks Report.

Key Insights

This dashboard answers the following business questions.

  • Which project tasks are due in 7 days?

  • In how many days are my project tasks due?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Team Member

When do I use this dashboard?

When you need to track your project tasks.

What can I do with this dashboard?

You can review:

  • Due dates for your tasks.

  • Percentage of tasks complete for your projects.

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

Owner

Dashboard prompt

Choice list

Days Due

Dashboard prompt

Text field

Days Due

Filter

  • Is not null

  • Is between 0 and 7

Percent Complete

Filter

Not 100

The following table lists the views in the My Upcoming Tasks analysis.

View Displayed Information

View Name

My Upcoming Tasks

View Sections

None

Table Column and Measures

  1. Days Due

  2. Task Type Name

  3. Task Name

  4. Owner

  5. Percent Complete

Project Work Coming Due Dashboard: Explained

The Project Work Coming Due dashboard displays the project tasks, milestones, and action items that are due for your projects within the entered date range. This dashboard uses the Project Management - Task Management Real Time subject area.

The dashboard consists of Project Work Coming Due Report.

Key Insights

This dashboard answers the following business questions:

  • Which project tasks are incomplete?

  • Which project tasks, milestones, and action items are due?

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 pane - Shared Folders - Projects - Project Execution Sample Reports

Who uses this dashboard?

Project Team Member

When do I use this dashboard?

When you need to track your project tasks, milestones, and action items.

What can I do with this dashboard?

You can review:

  • Project tasks, milestones, and action items that are due.

  • Percentage of project tasks that is complete.

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 Name

Dashboard prompt

Choice list

Days Due

Dashboard prompt

  • Text field

  • Operator: Less than or equal to

Percent Complete

Filter

Not 100

The following table lists the views in the Project Work Coming Due analysis.

View Displayed Information

View Name

Project Work Coming Due

View Sections

None

Table Column and Measures

  1. Task Type

  2. Task Name

  3. Owner

  4. Days Due

  5. Percent Complete

FAQs

How can I report on all the tasks of a project?

You can use the predefined Project Tasks analysis.

Alternatively, you can create a new analysis using an Oracle Project Portfolio Management subject area that has the Project Name and Task Name dimensions.

For example, you can create an analysis using the Project Control - Budgets Real Time subject area to view all the tasks of a project. If you want to view only those tasks for which project costs exist, then you can create an analysis using the Project Costing - Actual Costs Real Time subject area.

Why doesn't employee name appear in my analyses?

You must have the required security profile to view the employee names in your analyses. Contact your application administrator to grant you the required access.

Can I query across multiple subject areas?

Yes, you can create reports that span multiple subject areas if the selected dimension attributes are common across all areas.

For more information, see Guidelines for creating cross subject area reports in Oracle Transactional BI (OTBI). [ID 1567672.1]

Why don't the dates in my analysis match the actual values?

The dates in your analysis display according to the default time zone. Click the drop-down list next to your name in the global area to open your account. On the Preferences tab, change the time zone as required.

Note: You must be an administrator to edit the time zone.

What happens if I synchronize project updates?

The application synchronizes updates to the project structure with budgets and forecasts, and denormalizes the modified task hierarchy for reporting in Oracle Transactional Business Intelligence. A project application administrator or project manager can synchronize project updates for projects created using Project Financial Management applications. Alternatively, you can schedule the Denormalize Task Structure Hierarchies for Business Intelligence process to run periodically from the Scheduled Processes page.

If you manage projects using Project Execution Management applications, you can run the process only from the Scheduled Processes page.