About the Joint Venture Accounting Manager Dashboard

The Joint Venture Accounting Manager Dashboard enables a joint venture accounting manager to monitor and view various details about joint ventures in a single view. The dashboard provides charts that display metrics about your joint ventures and their associated transactions and distributions.

The Joint Venture Management Dashboard includes analytics that you can use to analyze and resolve issues in joint ventures. You can maximize the recovery of costs for each period by using the dashboard to get an overall view of where transactions are in the business process. The dashboard enables you to oversee the activities of the joint venture to minimize month-end processing and reduce the risk of manual errors.

Joint venture accounting managers can access the dashboard. If Data Security for Joint Venture Management is enabled, the dashboard displays the details of only those joint ventures that are associated with the business units you are authorized to view. The dashboard also includes the joint ventures that are not yet associated with business units.

To access the dashboard, on the Home page, click the Joint Venture Accounting Manager Dashboard icon under Joint Venture Management.

When opened, the dashboard displays two charts:

Joint Venture Approval – Displays number of approved verses unapproved joint ventures.
Joint Venture Status – Displays number of active joint ventures verses non-active joint ventures.

This image shows the two default charts that appear in the Joint Venture Accounting Manager Dashboard. The first chart titled Joint Venture Approval shows the percentages of joint venture approvals, with 57.9% approved and 42.1% not approved in the circle graph. The second chart titled Joint Venture Status shows the percentages of joint venture statuses, with 52.6% active and 47.4% not active in the circle graph.

Use the filter fields to display additional charts with details about transactions and distributions associated with a particular joint venture. You can display charts with the following data:

Transaction amounts by transaction status
Transaction counts by transaction status
Distribution amounts by distribution status
Distribution counts by distribution status

Update the filter criteria to display data for transactions and distributions by subledger or general ledger and by costs or revenue.