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Oracle Project Portfolio ManagementCloudCreating and Administering Analyticsand Reports for PPM

19B

Oracle Project Portfolio Management CloudCreating and Administering Analytics and Reports for PPM

19BPart Number F14925-02Copyright © 2011, 2019, Oracle and/or its affiliates. All rights reserved.

Author: Mohna Parate

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Contents

Preface i

1 Overview 1About This Guide ...................................................................................................................................................... 1

Overview of Project Portfolio Management Analytics and Reports ............................................................................. 1

Overview of Securing Project Portfolio Management Analytics and Reports .............................................................. 2

Do I need to create copies of predefined reports and analyses for each user? .......................................................... 2

Viewing Analytics and Reports .................................................................................................................................. 3

2 Setup and Configuration 9Mapping to Work Areas ............................................................................................................................................ 9

Setting Up Currency ............................................................................................................................................... 10

Configuring Business Intelligence Publisher ............................................................................................................. 15

Configuring Deep Links ........................................................................................................................................... 20

Embed Analyses and Dashboards .......................................................................................................................... 22


3 Subject Areas and Predefined Analyses 25Data Structure for Analytics .................................................................................................................................... 25

Subject Areas for Oracle Project Portfolio Management Real-Time Analyses ........................................................... 26

Available Dimensions for Oracle Project Portfolio Management Subject Areas ......................................................... 33

Predefined Analytics for Oracle Project Portfolio Management ................................................................................ 43

Assets ..................................................................................................................................................................... 46

Project Billing .......................................................................................................................................................... 61

Project Contracts .................................................................................................................................................... 64

Project Costs .......................................................................................................................................................... 66

Project Definition ..................................................................................................................................................... 71

Project Performance ............................................................................................................................................... 74

Project Revenue ...................................................................................................................................................... 77

Grants Management ............................................................................................................................................... 79

Change Orders ....................................................................................................................................................... 84

Project Hierarchy .................................................................................................................................................... 92

Project Issues ......................................................................................................................................................... 96

Project Management ............................................................................................................................................. 110

Requirements ........................................................................................................................................................ 130

Resource Management ......................................................................................................................................... 137

Task Management ................................................................................................................................................ 150

FAQs ..................................................................................................................................................................... 153

4 Flexfields 155Overview of Flexfield Use in Analyses ................................................................................................................... 155

Configuring Key Flexfields for Transactional Business Intelligence .......................................................................... 155

Configuring Descriptive Flexfields for Transactional Business Intelligence ............................................................... 160

Configuring Extensible Flexfields for Transactional Business Intelligence ................................................................ 162

Importing Changes to Flexfields Automatically ....................................................................................................... 163

Disabling Flexfields as BI-Enabled ......................................................................................................................... 164

Dimensions Supported by Descriptive Flexfields .................................................................................................... 165

5 Analytics Modification 173Overview of Analytics Creation and Modification ................................................................................................... 173

Analyses ................................................................................................................................................................ 173

Cross-Subject Area Joins ..................................................................................................................................... 176

Dashboards .......................................................................................................................................................... 177

FAQs ..................................................................................................................................................................... 178


6 Reports Modification 181Overview of Business Intelligence Publisher .......................................................................................................... 181

Style Templates .................................................................................................................................................... 181

Subtemplates ........................................................................................................................................................ 182

How You Create and Edit Reports ....................................................................................................................... 183

How You Access and Modify Report Components ............................................................................................... 184

Using the Customize Option for Predefined Reports: Points to Consider ............................................................... 185

How Links Between Original and Modified Reports Are Managed ......................................................................... 186

Layouts ................................................................................................................................................................. 187

New Reports ......................................................................................................................................................... 193

Reports ................................................................................................................................................................. 195

7 Analytics and Reports Management 217Scheduling Analytics and Reports ......................................................................................................................... 217

Adding Analyses to Application Pages .................................................................................................................. 218

8 Maintenance and Migration 221How to Tune Performance for Analytics and Reports ............................................................................................ 221

Review SQL Statements Used in Analyses ........................................................................................................... 221

Move Analyses and Reports ................................................................................................................................. 222

9 Smart View 225Set Up Oracle Smart View for Office .................................................................................................................... 225

Analyze Project Performance Using Oracle Smart View for Office .......................................................................... 225

Use Oracle Smart View for Office to Analyze Project Performance ........................................................................ 226



Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

Using Applications HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access OracleApplications Help.

Watch: This video tutorial shows you how to find help and use help features.

You can also read Using Applications Help.

Additional Resources

• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users.

• Guides and Videos: Go to the Oracle Help Center to find guides and videos.

• Training: Take courses on Oracle Cloud from Oracle University.

ConventionsThe following table explains the text conventions used in this guide.

Convention Meaning

boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.

monospace Monospace type indicates file, folder, and directory names, code examples, commands, and URLs.

> Greater than symbol separates elements in a navigation path.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

https://fusionhelp.oracle.com/

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http://www.oracle.com/pls/topic/lookup?ctx=cloud&id=OACPR2531440

https://appsconnect.custhelp.com/

http://docs.oracle.com/

http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=906

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc


Preface

ii

Contacting Oracle

Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.

Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:[email protected].

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Chapter 1Overview

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1 Overview

About This GuideThis guide is intended for advanced users and administrators who want to modify and create analytics and reports, as wellas perform setup and maintenance tasks for business intelligence. The guide contains both conceptual and proceduralinformation intended to help you build and manage analyses, reports, and dashboards that are tailored to the content needsof your line of business or company. You can also use the information in this guide to help you set up business intelligence.

Overview of Project Portfolio Management Analytics andReportsBusiness intelligence involves analyzing data to gain insight into your reporting needs, gathering information to meet specificrequirements, and making informed decisions.

Using Analytics and ReportsYou can use different types of predefined analytics and reports, or create and edit them, to support your business needs.Oracle Fusion Project Portfolio Management offers predefined analytics and reports across various subject areas. You canuse these predefined analytics and reports, or customize them based on your business needs after creating a copy.

You can use Oracle Transactional Business Intelligence to create analytics and Oracle Business Intelligence Publisher tocreate reports.

Note: Don't edit predefined analytics and reports directly. If you need to customize them, you can create a copyand edit the copy.

This table describes the purpose of analytics and reports.

Type Description Purpose

Analytic

Business intelligence object such as analysisor dashboard that provides meaningful data.

To help in business decision making.

Analysis

Interactive display of data, for example in atable or graph. Also referred to as real-time analysis.

To summarize or break down simple, real-time data. To help you make tactical decisions.

Report

Output of data in a predefined format thatprovides little or no interaction. Also referred to as predefined report oroutput report.

To get high-volume data in a high-fidelityoutput optimized for printing.


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Type Description Purpose

For documents to support internaloperations, statutory requirements, and otherbusiness needs.

Customizing Analytics and ReportsYou can create, edit, and customize analytics and reports for yourself and others if you have appropriate access.

For example, you can:

• Add or remove columns from an analysis.

• Change the branding logo on reports.

• Create an analytic dashboard to include your commonly viewed analyses.

Setup and AdministrationThere are additional tasks that support creating and editing analytics and reports. For example, your implementor oradministrator can:

• Configure Oracle Business Intelligence Publisher, the tool used for generating and customizing reports.

• Define flexfields to provide custom attributes that can be used in analyses.

• Archive and move analytics and reports from one environment to another.

Overview of Securing Project Portfolio ManagementAnalytics and ReportsUsers with appropriate roles can create and access analyses and reports based on role access to subject areas and catalogfolders.

Analyses and reports are secured by applying job roles with associated duty roles to users. Duty role assignments determineaccess to subject areas for analyses as well as catalog folders. For information about the job and duty roles provided withOracle Fusion Project Portfolio Management and how to customize your security model by creating custom job roles andassigning duty roles to them, see Implementing Security in Oracle Fusion Project Portfolio Management in the SecuringOracle ERP Cloud guide.

In addition to folder and object access, duty roles also determine data security. Each of the duty roles that provides access tosubject areas and catalog folders is granted one or more data security policies that allow access to the data.


Chapter 1Overview

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Do I need to create copies of predefined reports andanalyses for each user?You don't need to create multiple versions of the same analysis or report for different users. When you view an object,it includes only the data that you have permission to view from your data security profile. In analyses and reports withhierarchical dimensions, you see information from your level in the hierarchy and downward in the hierarchy.

Viewing Analytics and Reports

Video

Watch: This video tutorial shows you how to find analytics and reports, and how to make the most of the viewing features. Thecontent of this video is also covered in text topics.

ProcedureYou can view analyses, dashboards, and reports on the pages and infolets you usually work with, or navigate directly to themin the business intelligence catalog using the Reports and Analytics work area and the Reports and Analytics panel tab. Youcan also view analytics in infolets.

Viewing Analytics in InfoletsTo view analytics in infolet pages you usually work with:

1. Explore frequently used infolet pages using the page controls and Previous and Next icons.2. You may find analytics displayed in infolets with summaries and aggregations or performance metrics.3. Click the infolet to open a detailed report, for example to view the details of transactions that are aggregated as a

total.4. Click Done to return to the infolet page.

Viewing Objects in Familiar Work Areas and PagesTo view analyses, dashboards, and reports on the pages and work areas you usually work with:

1. Explore frequently used pages, where you may find one or more analyses and reports available as links orembedded in parts of the page, including tabs or panel tabs.

2. Some work areas have a Reports and Analytics panel tab, in which you can explore the catalog folders for analysesand reports specific to the work area and, if you have permission, map additional objects to the work area.

a. Open the panel tab.b. Expand the Shared Reports and Analytics folder and explore the available content.c. Click the link for any object and see its type to determine whether it's an analysis, a report, or a dashboard.d. To view the object, click View.





Chapter 1Overview

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Viewing Objects in the Reports and Analytics Work AreaTo search or browse the catalog and view any analysis, dashboard, and report you have access to:

1. Click Navigator > Reports and Analytics.2. Filter and search for objects:

a. Optionally, select from the filter list to refine results by object type.b. Enter a name or partial name and click Search. To view objects you have marked as favorites, select

Favorites in the list. Select Recent Items to view objects you have recently worked with, or a recent searchto run it again.

c. In the search results, use the icons to identify the type of the objects.d. Locate an analysis, dashboard, or report and select it, then click More and select View.

3. In the catalog breadcrumb, you can also browse the catalog folders for analytics and reports.

a. Click the Hierarchical Selector for All Folders and click My Folders or Shared Folders to explore theirsubfolders or contents to locate objects.

b. Click More for an object, and then select View to open it, or Edit to modify it.

Viewing AnalysesAn analysis queries against your company's data and gives you answers to your business questions. Analyses arevisualizations, such as charts and tables, of a specific set of data, and may appear in your frequently used pages, or ascomponents of a dashboard.

To view analyses:

1. From the catalog folders or search results, open an analysis to view.2. Click Refresh to rerun the analysis and refresh its data.3. Click Print and select either Printable PDF or Printable HTML to open a printable version of the analysis.4. Click Export to export analysis data in various formats, for example PDF, Excel, PowerPoint, and XML.

Viewing DashboardsDashboards are a collection of analyses grouped together to return data. A dashboard contains analyses, prompts which filterinformation, and other objects that are presented on one or more pages.

To view dashboards:

1. From the catalog folders or search results, open a dashboard to view.2. If available, select values for dashboard prompts to filter the dashboard.3. Click Apply to refine the results of all of the analyses in the dashboard.

Viewing ReportsReports show data in a predefined format that's optimized for printing.

To view reports:

1. From the catalog folders or search results, click a report's name to view it.2. Click the View Report icon.

◦ Choose whether you want the report displayed as HTML or PDF for printing. Because it's optimized forprinting, often PDF provides the best print results.

◦ You can also export the report as RTF for editing in a word processor, or as Excel or PowerPoint.


Chapter 1Overview

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3. From the catalog folders or search results, you can also:

◦ Click Edit to edit the report properties, layout, and data model.

◦ Click Report History to view details about when the report was submitted in the past.

◦ Click Schedule to schedule the report to be run.

Reports and Analytics Work Area and Panel TabNavigate to and search for analytics and reports in the Reports and Analytics work area and panel tab. The Reports andAnalytics work area provides access to all the analytics and reports in the Business Intelligence (BI) catalog you own or havepermissions for. The Reports and Analytics panel tab provides access to BI catalog content relevant to work areas where itappears. If you have appropriate roles, you can specify which reports appear in a specific work area.

Reports and Analytics Work AreaThe Reports and Analytics work area is a central place for you to quickly search for and run analytics and reports that arerelated to your work. The work area (Navigator > Tools > Reports and Analytics) opens at the highest level of the businessintelligence (BI) catalog's folder hierarchy with all objects you have marked as favorites.

• Search the catalog by object type and name, or use saved searches.

a. Optionally, select an object type in the list to search for analyses, reports, or dashboards.b. Enter a name or part of a name and click Search. Select from the saved searches, including Favorites and

Recent Items, to quickly access frequently used objects.c. Optionally, click Add Favorites for an object to mark it as a favorite.

• View and edit analyses and reports.

• Navigate the catalog's folder hierarchy using the folder breadcrumb.

a. Click the Hierarchical Selector for All Folders and select My Folders or Shared Folders to beginnavigating the catalog folder contents.

b. Click a folder in the folder breadcrumb or the results to navigate to it.c. Click the Hierarchical Selector within the folder breadcrumb to navigate to a parent folder and select one of

its subfolders in the catalog.

• View your favorite analyses and reports and mark objects as favorites.

a. Select Favorites in the Saved Searches to display your favorite objects.b. Click Add Favorites for an object to mark it as a favorite.c. Click Remove from Favorites to remove an object from your favorites.

• Create and edit analyses and reports.

a. Click Create and select Report or Analysis.b. Use wizards to create your analysis or report.

• Click an object's path to navigate to its catalog folder.

• Click an object's name to open it.

• Click Browse Catalog to open the catalog in Oracle Business Intelligence.


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Reports and Analytics Panel TabYou may find the Reports and Analytics panel tab on some work areas. Click the Reports and Analytics icon to open thepanel tab. If you have permission, you can create analyses and reports by clicking Create and selecting an object. Openthe folders to view mapped analyses and reports for the work area, and click their names to view details and to open or editthem.

Available Catalog FoldersThis table describes what's in the folders of the Reports and Analytics work area and panel tab.

Folder Content

My Folders

All of the analyses and reports that you saved for your own use only.

Shared Folders

• Reports and Analytics work area: all of the analyses and reports that you have permissions toaccess, including any in the Custom subfolder. Place your shared analyses and reports in theCustom folder to protect them during upgrades.

• Reports and Analytics panel tab: All predefined analyses and reports that are relevant to yourrole and have been mapped to the work area.

Related Topics• Set Up the Reports and Analytics Panel Tab

• Create and Edit Analyses Using a Wizard

• How You Create and Edit Reports

Business Intelligence CatalogThere are two major work areas for analytics administration. The main Engagement interface is where your users view theanalytics administrators set up in user work areas and on the infolet pages. The second area is the business intelligencecatalog. Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in thebusiness intelligence catalog. BI is where you build and edit analytics for your user work areas. You can toggle back and forthbetween the two areas.

Navigate to the Catalog1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click the Browse Catalog button.

Objects in the CatalogThe catalog stores the BI objects in a folder structure of individual files, organized by product family.

BI objects and reports are organized in the following folder hierarchy:

• Shared Folders (parent)

• Product family (example: Financials)

• Product (example: Payables)


Chapter 1Overview

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• Report groups (example: Invoices)

• Dashboard reports

• Data Models

• Report Components

• BI Publisher reports

• Prompts

The following table describes the common BI objects that you find in the catalog:

Catalog Object Description Location

Analysis

Analyses are used for infolets, the Salespages, and on object pages such asOpportunities.

Analytics library

Dashboard

Dashboards organize analytical contentand catalog objects, and present them in ameaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to filterdashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards and analyses.

Prompts folder

Report

Reports are operational reports in printableformat created in Business IntelligencePublisher.

Analytics library

Data Model

Data models are used by reports created inBusiness Intelligence Publisher.

Data Models folder

Sub-template

Sub-templates are used by reports created inBusiness Intelligence Publisher.

Reporting group folder

Considerations for Saving Analytics and ReportsYou can save analyses, dashboards, and reports in the business intelligence (BI) catalog. The catalog has a hierarchy offolders with My Folders and Shared Folders at the top, and folders like Custom under Shared Folders.

My FoldersSave your analytics and reports in My Folders for personal use. When you save a new analysis, dashboard, or report inthis folder, it's available in My Folders in the Reports and Analytics work area. But you can't view it in My Folders in theReports and Analytics pane on any other work area. The only exception is when you create an analysis using the wizard inthe Reports and Analytics pane, in which case the analysis is available in all work areas.


Chapter 1Overview

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Shared FoldersSave your custom analytics and reports in Shared Folders so that they are available to others. You must save them in theCustom folder which has subfolders organized by product family. You can use the Projects subfolder for storing thesecustom analytics.

Edit only copies of your analytics and reports. Directly edit predefined analytics only when necessary and ensure that allreferences to the analysis or dashboard are functional.

When you create a copy of predefined reports using the Customize option, the folder structure and permissions are alsocopied.

Custom FolderYou must keep all custom objects in the Custom folder to:

• Ensure that customized versions of predefined analytics and reports aren't affected when patches are applied.

• Identify and locate custom objects in the Projects subfolder.

• Edit objects in the Custom folder without compromising security on the original objects.

When you copy an object into the Custom folder, the copied object inherits the permission settings of the Custom folder.Your administrator must reset the permissions on the object and the folder that it's present in.

What happens to customized analytics and reports when a patch is applied?All custom analytics and reports are preserved if they're saved in the Custom folder (or any subfolder under the Customfolder, for example, Projects) within Shared Folders in the BI catalog. Changes to predefined analytics and reports outsidethe Custom folder are preserved if the patch doesn't include a new version of that object. If the patch includes a new versionof a predefined object that was edited, then the patch automatically overwrites your changes. If your changes conflict with thenew version, the patching process logs the issues and stops. Your administrator must resolve any conflicts manually and thenrerun the patch.


Chapter 2Setup and Configuration

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2 Setup and Configuration

Mapping to Work Areas

Set Up the Reports and Analytics Panel TabYou can find the Reports and Analytics panel tab in many work areas, and the analytics and reports you see in it depend onthe work area. You can define what's available for a specific work area, by mapping reports from the business intelligence (BI)catalog to that work area. In this mapping context, reports refer to both analytics and reports. Your changes apply to all userswho have access to the work area you're mapping.

Mapping Reports from Your Work AreaTo map reports to the work area that you're in:

1. Expand the Reports and Analytics panel tab.2. Click the Edit Settings icon in the panel tab.

You see all the reports that are currently mapped to your work area.3. Click Select and Add.4. Find the report in the catalog and select it.5. Click OK.6. To remove any mapping, select the report and click Remove.7. Save your work.

Mapping Reports to Any Work AreaTo map reports to any work area that you have access to:

1. In the Setup and Maintenance work area use the Map Reports to Work Areas task.2. Select the application of the work area you want to map to.3. Select the work area.4. Click Search and see all the reports that are currently mapped to that work area.5. Click Select and Add.6. Find the report in the catalog and select it.7. Click OK.8. To remove any mapping, select the report and click Remove.

Tip: Click Synchronize to remove all mappings to any reports that are no longer in the catalog. Yousynchronize all work areas, not just the one you're mapping.

9. Save your work.

Related Topics

• Set Up Reports for Scheduling

• Reports and Analytics Work Area and Panel Tab



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Why can't I see reports when mapping reports to work areas for theReports and Analytics panel tab?Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don'thave access to the reports that are mapped.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask your administratorto either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to those reports.

Why can't I see reports when I edit settings for the Reports andAnalytics panel tab?In the Edit Settings window, you might not see a currently mapped report because you don't have access to it.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask your administratorto either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to those reports.

Setting Up Currency

Set Currency Preferences for AnalyticsEngagement applications let you to decide how currency is shown in the application, as well as preferences for how analyticsshow currency and calculate exchange rates. Currency can be set in different regional currency types, depending on whereyou do business and what currency types you want to see.

There are three ways you set up currency:

• User Currency - Set by the business user in Regional settings. This setting applies to the entire application interfacefor that user only. The currency options available are set by your application administrator.

• Analytics Currency - Set by the business user in BI in My Account settings in the Reports area. The setting appliesto that user only and only relevant for report production.

• Corporate Currency - Set by the application administrator. This setting applies to all users in that company.



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Set General User CurrencyUser currency settings determine the currency used as the default for what you see in your application. User currency appliesto your entire interface for your signed-in session.

1. Navigate to Tools, Set Preferences.2. Select General Preferences > Regional.3. Select the preferred currency to be used. Available currencies include those set up for your company by your

application administrator.

Set Analytics CurrencyThe analytics currency settings determine the currency type that is displayed in all your analytics. It also determines how andwhen your currency conversion rates are calculated.

1. Navigate to Business Intelligence.2. Click Analytics in the navigator menu.3. Click Browse Catalog.4. Click your user name and select My Account.5. Go to the Preference.6. Select your choice in Currency.

This shows the currency display options for users:

Currency Display Type Description

Entered CurrencyCurrency used on a transaction.

<Application> CurrencyCurrency set up in each respective Cloud application as the common Corporate currency usedcompany-wide.

User Preferred Currency usingSimple Currency Management

Conversion to User Preferred Currency is performed at the time your run the report, and iscalculated from the Corporate currency based on the last time the record was updated and savedor closed.

User Preferred Currency usingAdvanced Currency Management

Conversion to User Preferred Currency happens on the date your run the report, and uses thecurrency indicated on the record.

Set a Default Currency Conversion Option for All UsersBy default your currency is converted to the corporate currency with a method we call "User Preferred Currency Using SimpleCurrency Management". This simple setting provides the best run-time performance because when you run a report, theapplication doesn't have to look up the rate for each transaction. The currency was converted to your corporate currency atthat day's rate when you updated and saved the record. Otherwise, the application cycles through each record at run-timeand converts the currency one record at a time to the exchange rate in effect at the time. For more information see, How UserPreferred Currency Exchange Works.

But you can also standardize the setting for all system users, by setting the default preference to another option, such asCRM Currency or User Preferred Currency Using Advanced Currency Management.



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To change the default currency setting for all users, administrators need to add a profile option and a corresponding value.Note that when administrators change the default currency setting for users in their organization, individual users can stilloverride that setting and select their preferred currency in My Account.

The following table shows the profile option code parameters to override the default currency setting.

Profile Code Profile Value Description

BI_DEFAULT_CURRENCY_CONVERSION_METHODCRM Currency - Defaults to Application Currency.

BI_DEFAULT_CURRENCY_CONVERSION_METHODUser Preferred Currency 1 - Defaults to User Preferred Currency Simple Currency Management.

BI_DEFAULT_CURRENCY_CONVERSION_METHODUser Preferred Currency 2 - Defaults to User Preferred Currency Advanced CurrencyManagement.

Set the Currency for an Individual AnalysisYou can set the currency at an analysis level to ensure that the data is displayed in a preferred currency.

Perform the following steps to set the currency for an individual analysis.

1. Open the analysis in Edit mode for which you want to change the currency.2. Open the Advanced tab.3. In the Advanced SQL Clauses region, enter one of the following SQL statements in the Prefix field:

◦ SET VARIABLE PREFERRED_CURRENCY='Local Currency';

◦ SET VARIABLE PREFERRED_CURRENCY='Project Currency';

◦ SET VARIABLE PREFERRED_CURRENCY='Contract Currency';

4. Click Apply SQL.5. Click the Save Analysis icon.

Alternatively, use the Save As icon to save the analysis to a specified location with a new name.

Set a Global Currency Conversion ProfileSet a global currency conversion method for all your users by creating a currency profile. Only administrators can createcurrency profiles.

1. In Setup and Maintenance, go to Manage Profile Options.2. Enter the following values:

◦ Profile Option Code : BI_DEFAULT_CURRENCY_CONVERSION_METHOD

◦ Profile Display Name : BI Default Currency Conversion Method

◦ Application

◦ Module

◦ Start Date : Provide previous day's date to proceed to next step to define values.

3. Click Save and Close.



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4. In the Manage Profile Options dialog box, you see your new profile. Check the Enabled box for Site.5. Click Save and Close.

Related Topics

• Accessing Tasks to Update Existing Setup Data: Procedure

Define Currency Profile ValuesAfter you create your currency profile, the last step is to define the profile value. This step defines which currencymanagement option is assigned to that profile.

1. In the Setup and Maintenance work area, useManage Administrator Profile Values.2. In Profile Option Code search for your profile: BI_DEFAULT_CURRENCY_CONVERSION_METHOD.3. In Manage Administrator Profile Values, Click Add (+ icon).4. Select Site as the Profile level.5. Enter "User Preferred Currency 2" in Profile Value.6. Click Save and Close.

How User Preferred Currency Exchange WorksThe simple and advanced user-preferred currency choices determine how and when your currency exchange rates arecalculated for your reports. For both simple and advanced currency management, when you save or close a report, theapplication sets the exchange rate at that time. The option you choose impacts how quickly your reports are generated at runtime. Each case includes trade-offs, as detailed in the examples.

User Preferred Currency using Simple Currency ManagementThe advantage of this option is performance - the application doesn't have to look up the rate for each transaction becausewhen you close or save a record, the application converts it to your corporate currency at that day's rate. When you run theopportunity report, the application multiplies that value by your preferred currency exchange rate for the date you run thereport. This eliminates the need for the application to cycle through each record, and calculate the corresponding exchangerate to your preferred exchange rate at the time that record was closed or last saved. It simply takes the value on record forthe original transaction exchange to corporate currency, and multiplies it by your preferred currency exchange rate at the timeyour run the report.

As an example of user preferred currency using simple currency management, a user updates and saves or closes anopportunity record with associated revenue of one million Indian Rupees on January 31st with an exchange rate of 0.01403Rupees to one US Dollar. The user then runs an opportunity report in US Dollars on March 31st. In the report, the US DollarCorporate Currency is set at the January 31st rate it was saved at, in this case reporting as $14,030, or one million multipliedby 0.01403. Finally, an opportunity report on March 31st in Euros uses the March 31st conversion rate for US Dollars toEuros of 0.75017 to convert the recorded US Dollar amount into Euros, in this example one million multiplied by 0.1403,which is the January 31st Rupee to US Dollar exchange rate, multiplied by 0.75013, which is the March 31st rate for Euros.This requires less processing, because the January 31st Rupee to US Dollar exchange rate, while not exact on March 31st, isused as the basis for the calculation of the March 31st opportunity revenue conversion to Euros at the later exchange rate.

http://www.oracle.com/pls/topic/lookup?ctx=fa19b&id=OAFSM1684802



14

The following figure describes an example of user preferred currency using simple currency management.

User Preferred Currency using Advanced Currency ManagementThis option provides a more precise exchange rate, since it goes through each record to determine the rate on the datethe record was updated or closed. The downside of this option is performance. Your reports will take longer to run. Theapplication has to cycle through each record and match currency exchange rates to the date the record was closed orupdated and saved.

As an example of user preferred currency using advanced currency management, a user updates and saves or closes anopportunity record with associated revenue of one million Indian Rupees on January 31st, when an exchange rate of 0.01050Rupees to one Euro applies. The user then runs an opportunity report on March 31st. In the report, the User PreferredCurrency of Euros is applied, using the March 31st Rupee to Euro rate of 0.01052, requiring calculation during reportprocessing to resolve the opportunity to 10,520 Euros. Finally, an opportunity report on March 31st in Euros again uses theMarch 31st conversion rate for Euros.



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The following figure describes an example of user preferred currency using advanced currency management.

Why do I see amounts of zero in analyses?The currency exchange rates might not be set up correctly. For example, you choose EUR as your preferred currency ingeneral preferences, and your corporate currency is USD. Amounts in analyses are displayed in EUR after conversion fromUSD, based on the current exchange rate. But if the exchange rate between EUR and USD isn't set up, or if the conversionfails for any reason, then the amounts show as zero. .

Configuring Business Intelligence Publisher

Overview of Report Delivery Servers ManagementOracle Business Intelligence Publisher, the report generation and delivery engine, requires configuration and tuning to deliverreports to users.

Report requests are received by Publisher from:

• Oracle Enterprise Scheduler



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• The Reports and Analytics work area and panel tab

• Application pages

Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requestssubmitted through the Reports and Analytics work area or panel tab can be either real-time online requests or scheduledrequests. Requests submitted through an application may call Oracle Enterprise Scheduler or may return report requestresults directly back to the application page.

Oracle BI Publisher is configured to accept requests from Oracle Applications Cloud. However, before you can deliver reportdocuments to their destinations, you must define the delivery servers in Oracle BI Publisher. Use the Oracle BI PublisherAdministration page to define your delivery servers.

Once delivery servers are defined, you can further configure the number of report processor and delivery threads to besthandle your processing and delivery requirements. In addition, you can configure report properties for the delivery servers orat the report level to tune performance of your reports. To diagnose report processing issues, BI Publisher provides a set ofscheduler diagnostics.

Navigate to the BI Publisher Administration PageYou use the Oracle BI Publisher Administration Page to perform most tasks related to report delivery and performance.

Use the Oracle BI Publisher Administration page to:

• Configure delivery servers

• Manage report and delivery processors

• View scheduler diagnostics

• Set system properties and report runtime configuration properties

Request the Oracle Applications Cloud security administrator to assign the BI Platform Administrator duty role (BI stripe) tothe person responsible for administering BI analyses, dashboards, and BI Publisher reports. Administration tasks includesecurity permissions for objects, organizing objects into folders, accessing log files, and several other tasks.

Navigating to the Administration PageTo navigate to the Oracle BI Publisher Administration page:

1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click Browse Catalog.3. In the Catalog page, click Administration, then click Manage BI Publisher.

Configure Report Delivery ServersSet up the report delivery servers to support printing.

Configuring ServersTo configure delivery servers:

1. From the BI Publisher Administration page, click Delivery Configuration.2. Enter values in the Delivery Configuration Options tab to set general properties for email deliveries and notifications.3. To configure a delivery server, click the appropriate tab.



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Configure PrintersAdministrators can restrict printer access by role and you can set a default printer for your account.

Set a Default Printer for Your AccountYou can set a default printer for your account. When you schedule a job and if the destination is Printer, your default printer isselected. However, you can select another printer assigned to your role for the job.

To set a default printer:

1. Navigate to BI Publisher using the https://<FA_instance_host>/xmlpserver URL.2. Click your user name and select My Account3. In the General tab, select a default printer in the list and click OK.

Restrict Printer Access by RolesBy default, the access to a printer is set to Public, making it available to all users. An administrator can restrict role-basedaccess to a printer.

To configure role-based access:

1. Navigate to the Administration page.2. In the Delivery section, select Printer.3. In the Printer tab, add a new printer or select an existing printer.4. In the Access Control section, deselect Public.5. Select one or more roles you want to provide access to the printer, and click Move to add them to the Allowed

Roles.6. Click Apply.

Overview of Report and Delivery ProcessorsWhen Oracle Enterprise Scheduler initiates a job, it is picked up by the BI Publisher scheduler queue.

• Job Processor: Listens for requests from the scheduler queue. When the job information is received, the jobprocessor executes the data model (and splits the data for bursting jobs), stores the data in the shared temporaryfolder, and sends the report metadata to the report queue.

• Report Processor: Listens for requests from the report queue. When the report information is received, the reportprocessor generates the report documents, stores it in the shared temporary folder and puts the delivery informationin the delivery queue.

• Delivery Processor: Listens to the delivery queue and handles the delivery of reports for its channel. The deliveryprocessors are:

◦ Email Processor

◦ File Processor

◦ FTP Processor

◦ Print Processor

◦ WebDAV Processor



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◦ Fax Processor

Manage Report Processing and Delivery Server LoadManage the processors in the BI Publisher Scheduler Configuration page.

Managing Processing and Server LoadBy default, each processor is enabled and the thread count for each is set to five. For each managed server that is runningin the BI cluster, a table for that instance's processors is displayed. Use the table to enable or disable processors for theinstance and configure the thread counts.

To configure processor threads:

1. From the BI Publisher Administration page, click Scheduler Configuration.2. In the Cluster Instances region of the Scheduler Configuration page, enter the Number Threads value in the

processor configuration table.3. All processors are automatically set to use the number of threads defined in the Threads Per JMS Processor value of

the JMS Configuration region of the page. Enter a value in the Number Threads column to change the value from thisdefault.

After performing the scale-out procedure, configure the processor threads for each cluster instance using the same steps.

Diagnose Report Processing IssuesThe Scheduler Diagnostics page provides the runtime status of the scheduler. Among others, it provides status of its JMSconfiguration, JMS queues, cluster instances, scheduler Database, and Oracle Enterprise Scheduler.

Diagnosing IssuesTo access the Scheduler Diagnostics page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the System Maintenance group, click Scheduler Diagnostics.

Configure System Properties for ReportsUse the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.

Configure Reporting PropertiesTo access the Runtime Configuration page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the Runtime Configuration group, click Properties.



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FTP and SFTP Delivery Retry PropertyBy default, if FTP or SFTP delivery fails, another attempt is made to deliver the file to the failed destination 10 seconds later.When you set the Enable FTP/SFTP delivery retry property to False, no retry attempt is made. This setting affects all of theFTP and SFTP delivery requests, and can't be configured for individual servers.

XPT Template PropertiesConfigure XPT templates by setting the properties described in the table.

Property Name Description Default

XPT Scalable Mode

When you set this property to true,scheduled reports that use the XPT templateand include a large amount of data runwithout memory issues. The first 100,000rows of data in the report are stored inmemory and the remaining rows are stored inthe file system. For reports that contain smaller amount ofdata, you can set this property to false. So,scheduled reports that use the XPT templateare processed in-memory.

true

Enable Asynchronous Mode for InteractiveOutput

When you set this property to true, interactivereports that use the XPT template makeasynchronous calls to Oracle WebLogicServer. When you set this property to false,interactive reports that use the XPT templatemake synchronous calls to Oracle WebLogicServer. Oracle WebLogic Server limits thenumber of synchronous calls. Any calls thatare stuck expire in 600 seconds.

true

Overview of Memory Guard SettingsMemory Guard settings for Oracle BI Publisher have default settings optimized for performance.

Reviewing Memory Guard SettingsTo Review Memory Guard Settings:

1. Click Properties.2. Click Manage BI Publisher.3. In the Runtime Configuration, click Properties.4. The Memory Guard settings set thresholds for report size and runtimes.



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Use a Dedicated Business Intelligence Publisher Cluster for CriticalJobsFor some time-sensitive reports, including for example paycheck and invoice generation, you can use a dedicated BusinessIntelligence Publisher cluster by setting the report's priority as critical, ensuring that reports are run during critical timewindows.

Critical jobs are assigned to a dedicated cluster. To set a report as critical:

1. Open the report.2. Click Properties.3. In the Advanced Report Properties in the General tab, select Critical in the Job Priority list.

Determining Which Reports Are Prioritized as CriticalTo review which reports have been marked as critical, navigate to Report Job Histories, where critical jobs are highlighted.

Configuring Deep Links

Register Business Intelligence to Support Deep LinkingDeep links in analyses allow you to navigate from analytics to specific attributes and objects in your transactional pagesso that you can work with them directly. To support deep links, use the Setup and Maintenance work area to register theBusiness Intelligence Server as a third-party application.

Registering Business Intelligence Server as a Third-Party ApplicationTo register the BI Server:

1. Use the Manage Third Party Applications task.2. Click Create.3. Enter AnalyticsApp as the application name.4. Enter the full URL for the BI Server (for example: http://host:port/analytics/saw.dll).5. Enter Analytics Server as the Partner Name.6. Click Save and Close.

Related Topics• Registering a Third-Party Application: Procedure

Create Deep Links in AnalysesCreate deep links in analyses to navigate from analytics to specific attributes and objects in your transactional pages to workwith them directly.

To create deep links in an analysis:

1. In the Reports and Analytics work area, click Browse Catalog.




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2. Create or edit an analysis. Use a subject area that includes the attribute you want to link to in the transactionalpages, and ensure that you include the object ID.

3. On the Criteria tab, click the Options icon for the attribute column on which you need a deep link and selectColumn Properties.

4. Open the Interaction tab in the Column Properties dialog box.5. In the Primary Interaction list in the Value section, select Action Links to display the Action Links table.6. Select the Do not display in a pop-up if only one action link is available at runtime option.7. Click Add Action Link.8. In the New Action Link dialog box, enter the link text for the navigation.9. Click the Create New Action icon and select Navigate to a Web Page.

10. In the Create New Action dialog box, enter the URL to navigate to, which references parameters you definein the prompt. For shared analyses://<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26path=</shared/Custom/<folder>/@{6}

For personal analyses stored in My Folders: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26pather=/users/@{5}/@{6}

11. Click Define Parameters to add corresponding parameters for the URL.12. In the Define Parameters section, click Add Parameter to add the following mandatory parameters:

Name Prompt Type of Value Value Fixed Hidden Notes

1

Object Type

Value

<Object Type>

Selected

Selected

Used for sharedand personalanalyses.

2

<PromptName>

Column Value

Column Namein "<table.name>"."<column.name>" format

Selected

Selected


3

Action

Value

edit

Selected

Selected


4

returnApp

Value

AnalyticsApp

Selected

Selected


5

Logged in User

Session Variable

USER

Selected

Selected

Session variableparameter usedfor personalanalysispermissions.

6

Report Name

Value

Analysis Name

Selected

Selected

Used for sharedand personalanalyses. Thename of theanalysis toreturn to afterworking in thetransactionalpage.



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Name Prompt Type of Value Value Fixed Hidden Notes

13. Click Options to set how the page opens.14. In the Action Options dialog box, select Open in New Window to open the page in a new window.15. Save your work.16. If you have provided the Return Application name, a Return icon is available in the transactional page to return to the

analysis.

Related Topics• Create and Edit Analyses with Advanced Features

Embed Analyses and Dashboards

Whitelist Safe DomainsWhite listing allows or approves access to specific content. For security reasons, you're not allowed to add externalcontent to reports or embed your reports in other applications unless your administrator considers it safe to do so. Onlyadministrators can add safe domains to the white list.

Only authorized users may access the content. Users are prompted to sign in when they access content on these safedomains, unless your service is set up with Single Sign On (SSO). After you have added a safe domain to the whitelist, usersneed to sign out and sign back in to access content from that source.

1. Navigate to the Reports and Analytics work area.2. Click Browse Catalog.3. Click the Administration link.4. Click the Manage Safe Domains link.5. To allow users to embed their analyses in content located on other domains, enter the name of the safe domain as

well as the port. Use formats such as:

◦ www.example.com:<port number>

◦ *.example.com:<port number>

◦ https:

6. Select the types of resources you want to allow and block any resource types you don't consider safe. At aminimum, to allow embedding, select Embedding.

7. To remove a domain, select it and click the Delete icon.

Embed Your Content in Other ApplicationsYou can embed your analytics in other applications and portals. This is a good way to share content and data among multiplesystems.

When other users click on embedded content, if you don't have single sign-on they might have to login again.

1. Whitelist the domain name to which you want to link. For example, to link to URLs for myportal.com, whitelist*.myportal.com. You need to be an administrator to do this.



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2. Obtain the URL of the analysis or dashboard you want to embed.

a. Go to the catalog and open the analysis or dashboard.b. Delete "Portal" from the copied URL, so that your URL resembles the following examples, then copy the URL

displayed in the browser's address bar.

Content Example URL

Analyses

http://example. com:<port number>/ analytics/ sawdllGoAction prompt&path= %2Fshared%2F<folder>%20<analysis name>

3. Sign in to the target application or portal, then embed the content inside an iFrame and use the copied URL.



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Chapter 3Subject Areas and Predefined Analyses

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3 Subject Areas and Predefined Analyses

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

ColumnsThe following table describes the three types of columns.

Column Type Description Example

Fact

Provides a measure of values that arenumbers.

Credit Amount in Contract Currency

Attribute

Represents information about a businessobject with values that are dates, IDs, or text. Attribute columns can be flexfield segmentsimported into the BI repository.

Contract Association Level

Hierarchy

Holds data values that are organized in ahierarchical manner.

Date - Week To Year hierarchy contains:

• Total• Week To Year• Week• Day Detail

Subject AreasTo 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 theProject folder and select the Project Ledger Currency column within it.



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FoldersEach subject area has one fact folder and a number of dimension folders. Folders can have subfolders. For example, theProject 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 theresults. If you also add the Total fact, then your analysis includes only those records that have both currencyand total amount columns populated. Adding certain columns can reduce the query set for your analysisdepending 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 joinedthem appropriately in the query.

◦ Can be common folders or contain common dimensions that appear in more than one subject area. If youranalysis 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 columnis mandatory.

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

Subject Areas for Oracle Project Portfolio ManagementReal-Time AnalysesYou can use multiple subject areas to create real-time analyses and dashboards for Oracle Project Portfolio Management aslisted below.

Subject Area Description Business Questions

Projects - Period Close Exceptions

Analyze project period close exceptionsassociated to unprocessed costs,expenditures, and revenue. View pendingtransactions by using dimensions suchas project, task, expenditure type, projectorganization, and message type.

• Which transactions prevent projectperiod closure?

• What is the amount of pendingtransactions?

• Which projects have pendingtransactions?

Project Billing - Event Real Time

Analyze real-time information of projectcontract billing events. View project contractbilling events at an individual transaction level

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



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and analyze billing events using dimensionssuch as contract, contract line, project, andtask. You can also analyze billing events byevent details such as event type, completiondate, invoice revenue and status, andreversal indicator.

• What's the total amount or number ofcompleted billing events which are notinvoiced or recognized for revenue fora contract and contract line?

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

• Which billing events are potentiallymissing an event completion date?

Project Billing - Funding Real Time

Gain insight into project contract fundinginformation to analyze funds consumed forinvoice and revenue, and funds remainingby using dimensions such as customer,organization, contract, billing type, project,task, and time.

• Which are the contract lines for acontract?

• How much of the contract lineamount is invoiced and recognized forrevenue?

• Which projects are linked tocontracts?

• Which project contracts are active fora business unit?

Project Billing - Invoices Real Time

Gain insight into real-time project contractinvoice information at an individualtransaction level and analyze invoicing,concessions, and credits by usingdimensions such as customer, organization,contract, billing type, project, task, employee,time, and currency.

• What are the transactions for aninvoice 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 revenuerecognized for project contracts. View projectcontract revenue information at an individualtransaction level by using dimensions such ascustomer, organization, contract, billing type,project, task, employee, time, and currency.

• Which contracts have actual revenuein the current accounting year?

• Which contracts have the lowestactual revenue in the currentaccounting period?

• What's the actual revenue trend foraccounting periods in the selectedaccounting year?

Project Control - Budgets Real Time

Analyze project budget data such as raw andburdened cost, planned effort, revenue, andmargin for current working, current baseline,and original baseline budget versions. Viewreal-time project budget information by usingdimensions such as project, task, employee,time, and planning resource.

• Which projects are under a businessunit and what are the statuses ofthese projects?

• What's the budgeted amount fora project for the various budgetversions?

• What's the planned effort and revenueamount for a project for the variousbudget versions?

Project Control - Forecasts Real Time

Analyze project forecast data for current,prior, and original forecast versions. Viewreal-time forecast data such as raw andburdened cost, planned effort, revenue,margin, and variance measures such ascost variance, revenue variance, and so onby using dimensions such as project, task,employee, time, and planning resource.

• What are the raw and burdened costsfor 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 specificprogress details such as actual cost,estimated effort to complete, cost percentspent, physical percent complete, and

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

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



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estimated cost at completion. Measureproject performance using earnedvalue metrics, including cost variance,cost performance index, and scheduleperformance index. Analyze performancetrends as progress is captured over time anduse that information to estimate and controlproject outcomes.

• What are the planned and actualcosts for each task as per the latestpublished progress?

• What are the cost and scheduleperformance indexes on my project?

Project Costing - Actual Costs Real Time

Analyze actual project costs by viewingsupplier, labor, nonlabor, and third-partytransaction project costs. View specificcosts, associated expenditure items, anddistribution line details for a specific project,task, task hierarchy, employee, projectorganization, and expenditure organizationfor a specific time period.

• Which capitalizable costs are not yetcapitalized?

• How much does each transactionsource contribute to project costs?

• Which transactions contribute to thetotal cost of my projects?

Project Costing - Assets Real Time

Analyze capital projects and identify possibleexceptions by comparing expensed andcapitalizable costs. Track capitalizable coststhroughout the capitalization process andreview asset details, view asset assignmentsto projects and tasks, analyze amountscharged to different accounts, and drill downto cost distribution lines.

• What's the total capitalized cost of myassets?

• How's an expenditure item allocatedacross assets?

• Which cost distributions are includedin an asset line?

• Which assets are assigned to a task?

Project Costing - Commitments Real Time

Gain insight into project commitmenttransactions from the procure-to-pay flow.View requisition, purchase order, andsupplier invoice measures for a project, task,task hierarchy, project organization, andexpenditure organization for a specific timeperiod.

• What are the requisitions andpurchase orders that still havecommitment costs for my project?

• What are the outstandingcommitments for my project?

• Which commitments are associatedwith my capital projects?

Project Costing - Expenditure ItemPerformance - Real Time

Analyze expenditure item performance bygaining insight into project expenditure itemcosts, and billing and revenue details. Viewexpenditure item type and class informationfor project, task, task hierarchy, employee,project organization, and expenditureorganization for a specific time period.

• What are the billing and revenuedetails by project?

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

• Which expenditure items areassociated with my capital projects?

Project Costing - Unprocessed TransactionsReal Time

Analyze unprocessed project transactionssourced from Oracle Fusion or third-partyapplications and view general detailsabout pending, failed, and unprocessedtransactions including the original source andprocessing information. View unprocessedtransactions for a project, task, taskhierarchy, employee, related expendituretypes, project organization, and expenditureorganization for a specific time period.

• What unprocessed transactions arewaiting to be sent to Oracle ProjectPortfolio Management?

• Which transactions weren'tsuccessfully imported to OracleProject Portfolio Management?

Project Management - Baseline Versions RealTime

Analyze the multiple baseline versionsinformation for the projects that you manageusing dimensions such as project, task, taskhierarchy, and baseline version details. Viewthe real-time information through baseline

• What's the baseline history informationfor my projects?



29


version metrics such as baseline variancewith current dates, effort, and costs.

• What's the schedule, effort, and costvariance across multiple baselines formy tasks or projects?

Project Management - Change ManagementReal Time

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

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

• What are the reasons for changeorders?

• What's the estimated cost andrevenue for the change order?

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

Project Management - OpportunityIntegration Real Time

Analyze specific project opportunity detailssuch as status, win probability percentage,deal amounts, and weighted labor bill andcost amounts. View real-time informationthrough opportunity-related project metricsusing dimensions such as opportunity,project, and time.

• How many projects are in the pipelinefor each customer?

• What's the weighted (adjusted)revenue for all projects under thisbranch of the enterprise projectstructure?

• Which are the projects for thisopportunity?

• How much did it cost to pursue thisdeal?

• What are the win probabilities foropportunities on a project?

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

Project Management - Planning Real Time

Analyze project plan data and view specificproject plan details such as start and finishdates, progress information, planned, actual,and remaining cost, and labor effort. Viewreal-time information through project planmetrics using dimensions such as project,task, employee, progress status, resource,sprint, and time.

• What are the planned billing amountsfor my projects?

• What are the operating margins for myprojects?

• What are the planned and actualmargins and margin percentages formy projects?

• What are the planned and actual costsfor my projects?

• How much effort is planned perresource role for my projects?

Project Management - Project Issues RealTime

Analyze the issues and related action itemsthat you own or create, or that are relatedto projects that you manage. View real-timeinformation across different dimensions suchas project, owner, issue type, and status.

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

• Which issues are open for anindividual owner?

• What are my action items?• What patterns are apparent from

historic performance on issues?What can we learn from analysis ofissues that could help future projectperformance?

Project Management - Project Hierarchy RealTime

Analyze project plan data such as cost,schedule, effort, and bill amounts rolled up toenterprise project structure. Analyze real-timeinformation through project hierarchy metricsusing dimensions such as project hierarchy,resource, employee, task, task hierarchy,progress status, time, project, and sprint.

• What are the actual costs for my EPSelements?

• What are the total costs for my EPSelements?



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Project Management - Project ResourcesReal Time

Analyze real-time project resource allocationinformation, for example, project laborand expense resource allocations usingdimensions such as employee, resourceclass, resource, project role, project resourceassignment status, project, and opportunity.

• What are the statuses of theresources currently working on myprojects?

• Who are the planned resourcesassigned to my projects?

• What are the allocated hours for myproject resources?

Project Management - Project Work ItemsReal Time

Analyze real-time project work iteminformation and view specific project workitem details such as deliverables, concepts,proposals, requirements specifications,product change orders, items, andnegotiations. View real-time informationthrough work item metrics using dimensionssuch as project, task, priority, and status.

• What are the work items for myprojects?

• What are the work item statusesthat determine the completion of myproject tasks?

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

• What are the allocated hours for myproject resources?

Project Management - Requirements RealTime

Analyze real-time project backlog informationfor your project backlog items usingdimensions such as requirement hierarchy,sprint, product, release, scrum master,backlog owner, project, and task.

• What's the total number of backlogitems by status for a product in agiven sprint?

• What's the total number of storypoints achieved in each sprint of arelease?

• Which of my backlog items haveexceptions?

• What are the planned hours for eachbacklog item?

• What are the backlog items for myprojects in a sprint?

• What's the remaining effort for mybacklog items?

Project Resource Management - ResourceManagement Real Time

Analyze real-time project resourceassignment information, for example,project resource supply, demand (requestsand assignments), and utilization usingdimensions such as resource, resource pool,role, qualification, time, and project.

• Which requests are in Open orResource Proposed status?

• What's the forecasted revenue andmargin for resource requests thatare in Open or Resource Proposedstatus?

Project Resource Management - ResourcePool Real Time

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

• Which resources belong to a resourcepool?

• What are the dates of poolmembership for a resource?

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

Project Management - Task ManagementReal Time

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

• Which project tasks are due in 7days?

• In how many days are my projecttasks due?

• Which project tasks are incomplete?• Which project tasks, milestones, and

action items are due?

Projects - Cross Subject Area Analysis - RealTime

Analyze real-time information on projectperformance, including budgets, forecasts,

• Is my project profitable?



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costs, commitments, revenue, andinvoices using dimensions such as award,fiscal calendar, employee, project, task,organizations, and time.

• How much funding has my contractconsumed?

• How much has been invoiced for mycontract?

• How does my budgeted costcompare against my actual andforecast costs?

• What are my committed costs for aproject?

• How does my budgeted revenuecompare against my actual andforecast revenue?

Projects - Grants Management - AwardAnalysis Real Time

Analyze real-time award information usingdimensions such as award, award project,keyword, certification, reference types, andtime.

• What are the awards for a specifickeyword, for example, awards ondiabetes research?

• Which award certifications expire inthe next 30 days?

• What are the proposal numbers forthe awards?

• Which are the certifications awardedfor various projects?

Projects - Grants Management - AwardFunding Real Time

Analyze real-time award funding informationusing dimensions such as award, awardproject, budget period, funding source,sponsor, personnel, keyword, organizationcredits, 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 varioussummary reporting metrics such as totalcost, ITD actual cost, revenue, billedamount, and so on at the project, task, andresource levels. Analyze project performancemeasures by fiscal periods to gain insight intoholistic project health. You must submit theUpdate Project Performance Data processfor different data sources so that youranalyses and dashboards display accuratedata.

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

• Which tasks and resources don't havecorrect expense estimates?

• Which project generates the mostrevenue for my organization?

• Which task and resource have thehighest costs? What's my budgetedprofit and actual profit?

• What are my planning and actual costamounts grouped by expenditurecategory 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 CloseExceptions

Yes

No

No

No

Project Billing - EventReal Time

Yes

Yes

Yes

Yes



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Project Billing - FundingReal Time

No

No

No

Yes

Project Billing - InvoicesReal Time

Yes

Yes

Yes

Yes

Project Billing - RevenueReal Time

Yes

Yes

Yes

Yes

Project Control - BudgetsReal 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 - ActualCosts Real Time

Yes

Yes

Yes The project currency isvalid for all measuresexcept for the TransferPrice measures.

No

Project Costing - AssetsReal Time

Yes

Yes

Yes

No

Project Costing -Commitments Real Time

Yes

Yes

Yes

No

Project Costing -Expenditure ItemPerformance - Real Time

Yes

Yes

Yes

No

Project Costing- UnprocessedTransactions Real Time

Yes

Yes

Yes

No

Project Management -Baseline Versions RealTime

No

No

Yes

No

Project Management -Change ManagementReal Time

No

No

Yes

No

Project Management -Opportunity IntegrationReal Time

No

No

Yes

No



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Project Management -Planning Real Time

No

No

Yes

No

Project Management -Project Issues Real Time

No

No

No

No

Project Management -Project Hierarchy RealTime

No

No

Yes

No

Project Management -Project Resources RealTime

No

No

No

No

Project Management -Project Work Items RealTime

No

No

No

No

Project Management -Requirements Real Time

No

No

No

No

Project ResourceManagement - ResourceManagement Real Time

No

No

Yes

No

Project ResourceManagement - ResourcePool Real Time

No

No

No

No

Project Management -Task Management RealTime

No

No

No

No

Projects - Cross SubjectArea Analysis - Real Time

Yes

Yes

Yes

Yes The contract currencyis valid only for invoiceand revenue relatedmeasures.

Projects - GrantsManagement - AwardAnalysis Real Time

No

No

No

No

Projects - GrantsManagement - AwardFunding Real Time

Yes

Yes

Yes

Yes

Projects - PerformanceReporting Real Time

Yes

No

Yes

No



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Available Dimensions for Oracle Project PortfolioManagement Subject AreasEach subject area has a number of dimension folders and one fact folder. The dimension folders contain attribute andhierarchical columns. Dimensions are joined to the fact folder within a subject area. If an analysis you use has the Currencyattribute from a dimension folder, you see a currency column in the results. This table describes the dimensions you can usefor 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


• 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



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• 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


• 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


• Accounting Class• Award• Balancing Segment• Contract Customer Account



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• 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


• 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



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• 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 RealTime

• Accounting Class• Adjustment Details• Associated Project Contract Header Details• Associated Project Contract Line 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



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• 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 RealTime

• 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 ItemPerformance - 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



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• 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 - UnprocessedTransactions 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 VersionsReal Time • Baseline Version Details

• Baseline Version Measures• Organizations• Primary Resource• Project• Task• Task Hierarchy

Project Management - ChangeManagement Real Time

• Change Management Measures• Change Order• Organizations• Project



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• Time

Project Management - OpportunityIntegration Real Time

• Currency Detail• Opportunity• Opportunity Based Measures• Organizations• Project• Project Plan Dates• Project Planning Measures• Project Progress Status• Time

Project Management - Planning RealTime

• 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 IssuesReal 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 HierarchyReal Time

• Opportunity• Opportunity Based Measures• Organizations• Project• Project Hierarchy• Project Hierarchy Measures• Project Progress Status



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• Time

Project Management - ProjectResources 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 WorkItems 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 - RequirementsReal 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 - TaskManagement Real Time

• Issue• Milestone• Organizations• Primary Resource• Project• Project Progress Status• Resource



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• 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



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• Time

Projects - Grants Management - AwardAnalysis Real Time

• Award• Award Certification Measures• Award Keyword Measures• Award Reference Measures• Certification• Keyword• Project• Reference Type

Projects - Grants Management - AwardsFunding 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 RealTime

• Fiscal Calendar• Organizations• Project• Project Contract Header Details• Project Contract Line Details• Project Performance Measures• Resource• Resource Class• Resource Hierarchy• Task• Task Hierarchy



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Predefined Analytics for Oracle Project PortfolioManagementYou can use the following predefined analyses and dashboards for your reporting needs. Based on your requirements, youcan use these directly or copy and customize them.

Subject Area Title


• 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 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 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 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.


• Budget vs Actual Cost Comparison

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



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Subject Area Title

• Project List

Project Costing - Actual Costs RealTime

• 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 RealTime

• Project Expenditure Items• Project Capital Costs

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

Project Management - ChangeManagement Real Time

• Change Orders by Participant Status• Change Orders by Reason• Change Order Details• Pending Change Orders Summary

Project Management - Baseline VersionsReal Time

Baseline Trend Analysis

Project Management - Planning RealTime

• Tasks Scheduled Outside of Resource Assignment Dates

This analysis is also listed under the Project Management - Project Resources Real Timesubject 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 IssuesReal 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



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Subject Area Title

• Open Action Items by Project

Project Management - Project HierarchyReal Time

• Delegate Access Analysis• Owner Access Analysis• Remaining Project Hours• Total and Actual EPS Node Cost• Total Project Hours

Project Management - ProjectResources 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 WorkItems Real Time

• Deliverables Due in My Projects• Deliverables Not Started in My Projects• All Work Items in My Projects

Project Management - RequirementsReal 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 - TaskManagement 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


• Award Project Funding Details• Award List

Assets



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Project Capital Costs DashboardThe 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 subjectareas.

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

Key InsightsThis 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 QuestionsThe 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 iscapitalizable 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

DetailsThe 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



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Column Type Rules

• 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

a. Project Numberb. Currency Code

2. Total Cost3. Actual Cost4. Committed Costs

a. Purchase Requisitionb. Purchase Orderc. Supplier Invoice

5. Capitalization Details

a. Capitalizable Total Costb. Capitalizable Actual Costc. Capitalizable Committed Costd. Capitalized Cost

Capital Asset Assignments DashboardThe 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.



49


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


• Which assets aren't assigned?


FAQ Answer


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


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.



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:

selectmin("Project"."ProjectNumber") from "Project Costing -Assets Real Time"

Asset Category

Dashboard prompt

• Choice list



50

Column Type Rules

• Select multiple values enabled

Task Number

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by All Prompts

Task Name

Dashboard prompt


Grouping Level Type

Dashboard prompt


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


View Name

Capital Asset Assignments Report

View Sections

None


1. Project Number2. Project Name3. Asset Category4. Asset Type5. Grouping Level Type6. Asset Number7. Asset Name8. Asset Key9. Currency

10. Estimated Asset Units11. Actual Asset Units12. Estimated Asset Cost13. Asset Cost14. Asset Task - Task Number15. Asset Task - Task Name

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

The dashboard consists of Capital Asset Lines analysis.


• Which asset lines contribute to my assets?

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



51

• How's an expenditure item allocated across assets?

• Which cost distributions are included in an asset line?


FAQ Answer




Project Accountant


• Perform detailed analysis to determine which expenditure items and cost distribution lines areallocated 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.



Details


Column Type Rules

Project Number

Dashboard prompt


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

Capital Event Number

Dashboard prompt


Transaction Number

Dashboard prompt


Asset Number

Dashboard prompt


Asset Line Number

Dashboard prompt

• Choice list



52

Column Type Rules


Accounting Period

Dashboard prompt

• Choice list• Required• Select multiple values enabled

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


View Name

Capital Asset Lines Report

View Sections

None


1. Asset Category2. Capital Event Number3. Asset Number4. Asset Name5. Asset Line Number6. Asset Line Task Number7. Asset Line Task Name8. Expenditure Organization9. Asset Period

10. Transaction Number11. Transaction Date12. Expenditure Type13. Distribution Line Number14. Currency15. Capitalized Cost16. CIP Cost

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

This dashboard consists of Capital Assets analysis.


• 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?



53


FAQ Answer




Project Accountant


• 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



Details

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

Column Type Rules

Project Number

Dashboard prompt



Task Number

Dashboard prompt


Task Name

Dashboard prompt


Asset Category

Dashboard prompt


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



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View Name

Capital Assets Report

View Sections

None


1. Asset Category2. Asset Type3. Asset Number4. Asset Key5. Asset Name6. Estimated In-Service Date7. Actual In-Service Date8. Asset Book9. Book Currency

10. Estimated Asset Units11. Actual Asset Units12. Currency13. Standard Unit Cost14. Estimated Asset Cost15. Total Asset Cost

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

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


• What are the total costs for my capitalizable tasks?

• What percentage of my task costs is not capitalizable?


FAQ Answer




Project Accountant


• Review charges that are expensed for capitalizable tasks.



55

FAQ Answer

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


• Total costs for your project tasks.• Percentage of total task costs that's not capitalizable.



Details


Column Type Rules

Project Number

Dashboard prompt



• Default value: Burd_2701Proj

Expenditure Organization

Dashboard prompt


Project Accounting Period

Dashboard prompt


Project Name

Filter

Prompted

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


View Name

Noncapitalized Cost for Capitalizable Tasks Report

View Sections

None


1. Transaction Date2. Expenditure Organization3. Task Manager4. Expenditure Task Number5. Expenditure Task Name6. Transaction Number7. Expenditure Type



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8. Currency9. Expense Cost

10. Total Task Cost11. Percent of Total Cost

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

The dashboard consists of the Capital Expenditures analysis.


• 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 aren't assigned?


FAQ Answer




Project Manager


• 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





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Details


Column Type Rules

Project Name

Filter

Prompted

Project Number

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection SQL


Task Number

Dashboard prompt


Task Name

Dashboard prompt


Project Accounting Period Name

Dashboard prompt


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


View Name

Capital Expenditures Report

View Sections

None


1. Expenditure Task Number2. Expenditure Task Name3. Expenditure Type4. Transaction Number5. Distribution Line Number6. Capital Event Number7. Asset Line Number8. Asset Period9. Asset Number

10. Currency11. Ungrouped Cost12. Unassigned Cost13. Assigned Cost14. Transferred Cost15. Capitalized Cost



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CIP Account DashboardThe CIP Account dashboard displays capitalizable costs by the construction-in-process account. You can use this dashboardto 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 InsightsThe dashboard answers the following business questions:

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

• What are the CIP assets assigned to a project?

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


FAQ Answer


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


Project Accountant


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


• 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.




Column Type Rules

Expenditure Business Unit

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection SQL:

SELECT MIN("ExpenditureItem"."Expenditure Business UnitName") FROM "Project Costing -



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Column Type Rules

Assets Real Time" FETCH FIRST65001 ROWS ONLY

Project Number

Dashboard prompt


CIP Account

Dashboard prompt


CIP Company

Dashboard prompt


CIP Cost Center

Dashboard prompt


CIP Natural Account

Dashboard prompt


Accounting Period

Dashboard prompt


SELECT MAX("ProjectsCalendar"."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 Name

CIP Account Analysis

View Sections

None


1. CIP Balancing Segment2. CIP Cost Center3. CIP Natural Account4. CIP Account5. Legal Entity6. Project Name7. Project Number8. Task Number9. Task Name

10. Transaction Number11. Transaction Date12. Cost Distribution Line13. Asset Number14. Currency15. Cost



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

Cost Distribution Line MeasuresThe 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 costif 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 ifthe 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 isCommon Costs.

Ungrouped Capitalizable Cost

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

Asset Line MeasuresThe following measures appear in the ledger currency. Measures are available for both rounded and unrounded costs. Therounded 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 includesamounts that are transferred to Oracle Fusion Assets but aren't capitalized. The total CIP amountof a cost distribution line is the sum of the cost distribution Ungrouped Capitalizable Cost and theasset line Grouped CIP Cost.

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



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Measure Description

Assigned CIP Cost

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

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 DashboardThe 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 - InvoicesReal Time subject area.

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


• Which invoices need attention?

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

• Which transactions are included in the invoice?


FAQ Answer




• Grants Accountant• Project Billing Specialist


When there is an invoice that needs attention.



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FAQ Answer


• 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.




Column Type Rules

Contract Business Unit

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: All values

Billing Type

Dashboard prompt


Accounting Period

Dashboard prompt

• Choice list• Values limited by All Prompts• Select multiple values enabled• Default selection: All values

Invoice Status

Dashboard prompt


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


View Name

Invoices by Status

View Sections

None


1. Contract Business Unit2. Invoice Date3. Contract Number



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4. Invoice Number5. Invoice Status6. Oracle Fusion Receivables Invoice Number7. Bill-to Customer8. Invoice Type9. Credit Invoice Number

10. Invoice Amount11. Currency code

Project Billing Events DashboardThe Project Billing Events dashboard displays the project contract billing events at an individual transaction level. Thisdashboard 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 ProjectBilling Events analysis.

• Project Billing - Invoiced Transactions Analysis



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

• Which billing events are missing an event completion date?


FAQ Answer




Project Manager


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


• 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.





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Column Type Rules

Business Unit

Dashboard prompt


Event Usage

Dashboard prompt

• Choice list• Default selection: Custom Values

Invoice Status

Dashboard prompt


Revenue Status

Dashboard prompt


Completion Date On or Before

Dashboard prompt

• Calendar• Default selection SQL Results:

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

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


View Name

Project Billing Events Analysis

View Sections

None


1. Contract Number2. Contract Line Number3. Project Number4. Task Number5. Use for Invoices6. Use for Revenue7. Revenue Status8. Event Type9. Event Completion Date

10. Event Amount11. Contract Currency12. Invoiced Amount13. Unbilled Amount14. Recognized Amount15. Unrecognized Amount



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Project Contracts

Project Contract List DashboardThe 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 - RevenueReal Time subject areas.

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


• 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?


FAQ Answer




• Contract Administrator• Grants Accountant• Project Accountant• Project Billing Specialist• Project Team Member


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


• 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?




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Column Type Rules

Contract Business Unit

Dashboard prompt

• Choice list• Default selection SQL:

SELECT MIN("- Contract BusinessUnit"."Contract Business Unit Name")FROM "Project Billing - Funding RealTime"

Contract Status

Dashboard prompt

• Choice list• Default selection specific value:

ACTIVE

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


View Name

Project Contracts

View Sections

None


1. Contract Customer Account Name2. Contract Business Unit3. Contract Status4. Contract Number5. Contract Start Date6. Contract End Date7. Project Number8. Contract Header Currency Code9. Contract Amount in Contract Currency

10. Revenue in Contract Currency11. Revenue Amount Remaining12. Invoiced Amount in Contract Currency13. Contracts Funds Available for Invoicing

Project Costs

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



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

Key InsightsThis dashboard answers the following business question:

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


FAQ Answer


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


Project Manager


When you need to view the variance between the actual and budget costs for projects for aparticular 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 ActualCost column.



Details


Column Type Rules

Organization

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default Selection: SQL Results

SELECT "- Business Unit"."BusinessUnit Name" FROM "Projects - CrossSubject 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"."ProjectName" )FROM "Projects - CrossSubject Area Analysis - Real Time"FETCH FIRST 65001 ROWS ONLY

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



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View Name

Actual Cost Analysis by Resource Type

View Sections

• Graph• Table• Resource Type Column Selector


1. Budget Cost2. Actual Cost3. Variance4. Resource Type

Project Cost by Transaction Source DashboardThe Project Cost by Transaction Source dashboard displays project cost transactions grouped by transaction source. Thisdashboard 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 CostTransaction Source Details analysis from the Project Cost by Transaction Source analysis.


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


FAQ Answer




• Grants Accountant• Project Accountant


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


• 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.



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FAQ Answer




Column Type Rules


Dashboard prompt


Project Number

Dashboard prompt


Transaction Source

Dashboard prompt


Expenditure Category

Dashboard prompt


Expenditure Item Date

Dashboard prompt

Is between calendar

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


View Name

Project Cost by Transaction Source

View Type

Pivot table

Pivot Column

Transaction Source


1. Project Business Unit2. Project Name3. Project Currency4. Cost

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



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The dashboard consists of the Project Cost Account Reconciliation analysis.


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


FAQ Answer






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




Column Type Rules

Ledger Name

Dashboard prompt

• Choice list• Required• Default selection SQL:

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

Accounting Period

Dashboard prompt

• Choice list• Required



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Column Type Rules

• Values limited by Ledger Name

Account

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by Ledger Name

Accounting Class

Dashboard prompt


Event Class

Dashboard prompt


Project Number

Dashboard prompt


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 Name

Project Cost Account Reconciliation

View Sections

None


1. Ledger2. Accounting Period3. Account4. Event Class5. Accounting Class6. Project Number7. Task Number8. Transaction Number9. Distribution Line Number

10. Ledger Currency11. Debit Amount12. Credit Amount



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Project Definition

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

The dashboard consists of the Project List analysis.


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

• What are the associated tasks for a project?


FAQ Answer




Project Administrator


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




Column Type Rules


Dashboard prompt



Dashboard prompt

• Choice list



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Column Type Rules

• Values limited by Project BusinessUnit

• Select multiple values enabled• Default selection: All values

Project Status

Dashboard prompt


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


View Name

Project List

View Sections

None


1. Project Number2. Project Name3. Project Status4. Project Manager5. Project Type6. Project Start Date7. Project Finish Date

Project Task List DashboardThe Project Task List dashboard displays the list of tasks for projects. This dashboard uses the Project Control - BudgetsReal Time subject area.

The dashboard consists of the Project Task List analysis.


• Which tasks are associated to a project?


FAQ Answer


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





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FAQ Answer


When you need to review the tasks for a project.


Review project tasks and task dates.




Column Type Rules


Dashboard prompt



Dashboard prompt



Project Status

Dashboard prompt


Project Number

Dashboard prompt


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


View Name

Project Task List

View Sections

None


1. Project Number2. Task Number3. Task Name4. Task Description5. Planned Start Date6. Planned Finish Date7. Actual Start Date8. Actual Finish Date9. Estimated Finish Date



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Project Performance

Budget Versus Actual Cost Comparison DashboardThe 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 andProject Control - Budgets Real Time subject areas.

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


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


FAQ Answer




Project Manager


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




Column Type Rules


Dashboard prompt




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Column Type Rules

SELECT MIN("Project"."ProjectBusiness Unit") FROM "ProjectCosting - Actual Costs Real Time"

Project Manager

Dashboard prompt



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


View Name

Budget vs Actual Cost Comparison by Business Unit

View Sections

• Project Business Unit• Currency


1. Project Manager2. Project Number3. Budget Cost4. Actual Cost5. Variance

Project Income Statement DashboardThe Project Income Statement dashboard displays the comparison of revenue and costs to calculate the net income or lossfor a project. The result groups revenue by revenue category and expenses by expenditure category. This dashboard usesthe Project Billing - Revenue Real Time and Project Costing - Actual Costs Real Time subject areas.

The dashboard consists of the Project Income Statement analysis.


• Is my project profitable?

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


FAQ Answer



Who uses this dashboard? Project Manager



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FAQ Answer


When you need to determine if a project is making profit or incurring loss.


• 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




Column Type Rules

Project Number

Dashboard prompt

• Choice list• Required• Default selection SQL:

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

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


View Name

Project Income Statement

View Sections

• Revenue and Expense• Net Income• Currency Note


1. Revenue and Expense

a. Categoryb. Amount

2. Net Income

a. Net Income/Loss3. Currency Note

a. Currency Type

Project Revenue



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Revenue by Contract DashboardThe 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 theRevenue by Contract analysis.


• Project Revenue - Contract Lines


• 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?


FAQ Answer




• Grants Accountant• Project Accountant• Project Manager• Project Team Member


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


• View contracts in this analysis by:

◦ Accounting Year

◦ Billing Type

◦ Business Unit


◦ Project Revenue - Recognized Transactions analysis using the Revenue in LedgerCurrency column.

◦ Project Revenue - Contract Lines analysis using the Revenue in Ledger Currencycolumn.





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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 Name

Revenue by Contract

View Sections

None


1. Contract Business Unit2. Billing Type3. Contract Number4. Contract Name5. Contract Status6. Contract Start Date7. Contract End Date8. Last Recognized Date9. Revenue in Ledger Currency

10. Ledger Currency11. Accounting Period12. Accounting Year

Grants Management



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Award List DashboardThe Award List dashboard displays the list of open awards ordered by contract statuses. This dashboard also lists theawards funded by federal sponsors and awards enabled for cost sharing. This dashboard uses the Projects - GrantsManagement - 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 AwardList analysis.


• 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?


FAQ Answer




• Grants Administrator• Principal Investigator


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


• 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.



Details


Column Type Rules

Award Status

Dashboard prompt

• Choice list



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Column Type Rules

• 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


SELECT "Primary Sponsor"."FederalSponsor" FROM "Projects - GrantsManagement - Award FundingReal Time" WHERE "PrimarySponsor"."Federal Sponsor"!='NULL'FETCH FIRST 65001 ROWS ONLY

Cost Sharing

Dashboard prompt


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

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


View Name

Award List

View Sections

None


1. Award Number2. Sponsor Award Number3. Principal Investigator4. Award Status5. Award Owning Organization6. Sponsor Name7. Federal Sponsor8. Award Start Date9. Award End Date

10. Cost Sharing11. Allocated Funding Amount12. Unallocated Funding Amount13. Total Funding Amount14. Award Ledger Currency



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Award Administrator DashboardGrants administrators can review award summary and award financial analyses on the Award Administrator dashboard. Youcan modify the set of reporting and analysis object to meet your requirements. This dashboard uses the Projects - GrantsManagement - Award Funding Real Time and Projects - Cross Subject Area Analysis Real Time subject areas.

The dashboard consists of the award summary and award financials analyses.


• Which awards are currently active and which have expired?

• Which awards are past their end dates, but still open?

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

• What's the total cost of all awards?

• How many overspent or underspent projects exist?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Dashboards


Grants Administrator


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


• Review award statuses to understand which awards are currently active and which haveexpired or nearing expiry.

• View the total unallocated and unbudgeted funding amount for awards.• Gain insight into the total cost and percentage of cost budget spent on award projects.• Review overspent and underspent award project budgets.



Details


Column Type Rules

Accounting Year

Dashboard prompt

• Choice list• Values limited by All Prompts



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Column Type Rules


Fiscal Quarter

Dashboard prompt


Accounting Period Name

Dashboard prompt


Award Business Unit Name

Dashboard prompt


Award Name

Dashboard prompt


Award Type

Dashboard prompt


Award Owning Organization

Dashboard prompt


Principal Investigator

Dashboard prompt


Sponsor

Dashboard prompt


Keyword Name

Dashboard prompt


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


View Name

Award Administrator

View Sections

• Award Summary• Award Financials

Graphs and Measures

1. Award Summary Measures and Graphs

◦ Award Started Within 60 Days

◦ Draft Awards in Next 7 Days



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◦ Award Expiring

◦ Award Certification Expiring

◦ Unallocated Funding Amount

◦ Unbudgeted Amount

◦ Active Award Contribution Report

◦ Active Award Total Unallocated Funding

◦ Active Award Trend

◦ Active Award Direct Vs Indirect Amount Comparison

2. Award Financials Measures and Graphs

◦ Project Cost

◦ Percentage Cost Budget Spent

◦ Overspent Projects

◦ Underspent Projects

◦ Expenditure by Sponsor and Expenditure Category

◦ Cost Trend

◦ Top 10 Active Award by Budget

◦ Top 10 Overspent Projects

◦ Indirect Cost Recovery

Change Orders

Change Orders Summary DashboardThe 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 - ChangeManagement Real Time subject area.

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



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

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


FAQ Answer


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


• Project Manager• Change Order Owner


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


• 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 ChangeOrder Details analysis.

◦ Change Order Details by Pending Impact Assessment from the Pending ImpactAssessment column.

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

◦ Change Order Details by Pending Implementation from the Pending Implementationcolumn.

◦ Change Order Details by Pending Review from the Pending Review column.



Details


Column Type Rules

Project Name

Dashboard prompt


Change Order Priority

Dashboard prompt




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Column Type Rules

• Values limited by All Prompts

Change Order Reason

Dashboard prompt


Change Order Owner

Dashboard prompt


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


View Name

Change Orders Summary

View Sections

None


1. Project

a. Project Name2. Change Orders

a. Number of Pending Change Orders3. Number of Pending Change Orders

a. Pending Impact Assessmentb. Pending Reviewc. Pending Approvald. Pending Implementation

Change Orders by Reason DashboardThe 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 theChange Orders by Reason Report.


• Change Order Details Report


• What are the reasons for change orders?

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




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FAQ Answer






When you want to know the reasons of the change orders for your projects or change orders thatyou 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 theChange Order Details analysis.



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by All Prompts• Default selection SQL:

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

Change Order Stage

Dashboard prompt

• Choice list



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Column Type Rules

• Select multiple values enabled• Values limited by All Prompts• Default selection SQL:

SELECT "Change OrderStage"."Change Order StageName" FROM "Project Management- Change Management RealTime" WHERE "ChangeOrder Stage"."ChangeOrder 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 Name

Change Orders By Reason

View Sections

• Pivot table• Graph


1. Project Name2. Change Order Reason Name

Change Order Details DashboardThe Change Order Details dashboard displays the change order details and impact assessments by project. This dashboarduses 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 ChangeOrder Details Report.



• 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?


FAQ Answer

How do I find this dashboard? Reports and Analytics - Shared Folders - Projects - Project Execution Sample Reports



89

FAQ Answer




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


• 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.



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Reason

Dashboard prompt


Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt


SELECT "Change OrderStatus"."Change Order StatusName" FROM "Project Management- Change Management RealTime" WHERE "Change Order



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Column Type Rules

Status"."Change Order Status Code"IN ('IN_PROGRESS', 'APPROVED')FETCH FIRST 65001 ROWS ONLY

Change Order Stage

Dashboard prompt



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


View Name

Change Order Details

View Sections

None


1. Project Name2. Change Order Owner3. Change Order Priority4. Change Order Name5. Change Order Reason6. Change Order Status7. Change Order Stage8. Currency9. Effort in Hours

10. Estimated Cost11. Estimated Revenue12. Contract Amount

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

The dashboard consists of Change Orders by Participant Status Report.


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



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


FAQ Answer




• 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



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Reason

Dashboard prompt


Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt




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Column Type Rules

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

Change Order Stage

Dashboard prompt



Participant

Dashboard prompt


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


View Name

Change Orders By Participant Status

View Sections

None


1. Project Name2. Change Order Owner3. Change Order Priority4. Change Order Name5. Change Order Status6. Change Order Stage7. Participant Name8. Assessor Status9. Reviewer Status

10. Approver Status11. Implementor Status

Project Hierarchy



93

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

The dashboard consists of EPS Element by Delegate Analysis.


• 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?


FAQ Answer


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


Project Application Administrator and Project Executive


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


Review the labor resources of a project.


Oracle Transactional Business Intelligence.

Details


Column Type Rules

Delegate Name

Dashboard prompt


Project Name

Dashboard prompt


SELECT "Project ResourceManagement - ResourceManagement RealTime"."Project"."Project Name"s_1 FROM "Project Resource



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Column Type Rules

Management - ResourceManagement Real Time" WHERE(("Project Resource Request"."TotalRequests" >= 0) OR ("ProjectResource Request"."Total Requests"IS NULL)) ORDER BY 1 ASC NULLSLAST FETCH FIRST 75001 ROWS

Project Manager

Dashboard prompt

• Choice list• Select multiple views enabled• Default selection SQL:

SELECT "Project ResourceManagement - ResourceManagement RealTime"."Project"."Primary ProjectManager" s_1 FROM "ProjectResource Management - ResourceManagement Real Time" WHERE(("Project Resource Request"."TotalRequests" >= 0) OR ("ProjectResource Request"."Total Requests"IS NULL)) ORDER BY 1 ASC NULLSLAST FETCH FIRST 75001 ROWSONLY

Project Start Date

Dashboard prompt

• Calendar• Is greater than or equal to• Default selection SQLSELECT MIN("-

Project Start Date"."Project StartDate") FROM "Project Management -Project Hierarchy Real Time" FETCHFIRST 1 ROWS ONLY

Project End Date

Dashboard prompt

• Calendar• Is less than or equal to• Default selection SQL:

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

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


View Name

EPS Element by Delegate Analysis

View Sections

None


1. Delegate2. EPS Element Name3. Project Name4. Project Manager



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

The dashboard consists of EPS Element by Owner Analysis.


• 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?


FAQ Answer




• 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


• Review the total cost for each project under an EPS element• View the owners of EPS elements



Details


Column Type Rules

Project Start Date Dashboard Prompt • Calendar



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Column Type Rules

• Is greater than or equal to• Default selection SQL:

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

Project End Date

Dashboard Prompt

• Calendar• Is less than or equal to• Default selection SQL:

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

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


View Name

EPS Element by Owner Analysis

View Sections

None


1. Project Hierarchy2. Owner3. Project4. Total Cost

Project Issues

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

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

• Issue Details Report

• Action Item Details Report



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• How were issues resolved?

• What was the actual timeliness for closing issues?

• How were action items related to the issue resolved?


FAQ Answer




Project Manager


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


• View the closed issues by:

◦ Issue Type

◦ Closed Reason


◦ Issue Details analysis using the Count of Issues column.

◦ Action Item Details analysis using the Action Items column.



Details


Column Type Rules

Issue Status

Filter

is equal to / is in Closed

Issue Creation Date

Dashboard prompt

• Calendar• Default selection SQL:

SELECTCAST(TIMESTAMPADD(SQL_TSI_MONTH,-{3}, CURRENT_DATE) As Date) from"Project Management - Project IssuesReal Time"

Issue Creator

Dashboard prompt

• Choice list



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Column Type Rules


Issue Type

Dashboard prompt


Project Name

Dashboard prompt


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


View Name

Closed Issue Analysis

View Sections

None


1. Issue Type2. Closed Reason3. Issue Resolution4. Issue Summary5. Issue Duration6. Actual Timeliness7. Action Items8. Owner9. Issue Description

Detail of Open Issues DashboardThe 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 OpenIssues Report.




• 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?



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FAQ Answer




Project Manager


When you need to know the details of open issues.


• View the open issues sorted by:

◦ Project

◦ Need-by Date


◦ Issue Details analysis using the Count of Issues column.

◦ Action Item Details analysis using the Action Items column.



Details.


Column Type Rules

Issue Status

Filter

Is not equal to / is not in Closed

Project

Dashboard prompt


Project Manager

Dashboard prompt


SELECT "Project"."PrimaryProject Manager" FROM "ProjectManagement - Project IssuesReal Time" FETCH FIRST65001 ROWS ONLY where"Project"."Primary Project Manager"=VALUEOF(NQ_SESSION.USER)

Issue Type

Dashboard prompt




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Column Type Rules

• Default selection: All values

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


View Name

Detail of Open Issues Report

View Sections

None


1. Project2. Need by3. Priority4. Issue Summary5. Owner6. Creator7. Issue Type8. Action Items

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

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




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

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


FAQ Answer




Project Manager



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FAQ Answer


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


• 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.



Details


Column Type Rules

Project Name

Filter

Is not null

Project Manager

Dashboard prompt


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

Project Status

Dashboard prompt


SELECT "Project"."Current ProjectStatus Name" FROM "ProjectManagement - Project Issues RealTime" where "Project"."Current ProjectStatus Name" = 'Active'

Project Name

Dashboard prompt


Project Finish Date

Dashboard prompt

• Calendar• Default selection: None• Presentation Variable: PROJ_END_DT



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


View Name

Issue Analysis by Project Report

View Sections

None


1. Sort Count2. Project Name3. Count of Issues4. Issue Type

Issue Aging DashboardThe Issue Aging dashboard displays the number of issues grouped by the days they are open, for example, less than amonth, more than a month, and so on. You can also view the number of issues for each issue status. This dashboard usesthe 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.




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


FAQ Answer




Project Manager


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


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





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Details


Column Type Rules

Project

Dashboard prompt


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 - ProjectIssues Real Time" where "IssueStatus"."Issue Status" <> 'Closed'FETCH FIRST 65001 ROWS ONLY

• Default selection SQL:

SELECT "Issue Status"."Issue Status"FROM "Project Management - ProjectIssues Real Time" where "IssueStatus"."Issue Status" IN ('New','Inprogress')

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


View Name

Issue Aging Report

View Sections

None


1. Number Of Issues2. Age3. Issue Status



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Issues by Type DashboardThe 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 TypeReport.




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


FAQ Answer



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.



Details


Column Type Rules

Project Name

Dashboard prompt


Issue Owner

Dashboard prompt


Issue Status

Dashboard prompt




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Column Type Rules

• Default selection: All values• Default selection SQL:

SELECT "Issue Status"."Issue Status"FROM "Project Management - ProjectIssues Real Time" where "IssueStatus"."Issue Status" IN ('New','Inprogress')

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


View Name

Issues by Type Report

View Sections

• Table• Pie Chart


1. Issue Priority2. Issue Status3. Type4. Project Name5. Number of Issues

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

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


• Issues Details Report


• Which action items do I own?

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


FAQ Answer





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FAQ Answer


Project Manager


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


• View the actions items details.• Drill down to the Issue Details Report using the Issue column.



Details


Column Type Rules

Action Item Status

Filter

is not equal to / is not in Complete

Owner


SELECT "Action Item Owner"."ActionItem Owner" FROM "ProjectManagement - Project IssuesReal Time" where "Action ItemOwner"."Action Item Owner"=VALUEOF(NQ_SESSION.USER)

Project

Dashboard prompt


Issue Type

Dashboard prompt


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


View Name

My Open Action Items

View Sections

None


1. Need by2. Action Item3. Action Item Description



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4. Project5. Action Item Status6. Issue7. Issue Type8. Issue Priority

My Open Issues DashboardThe My Open Issues dashboard displays the issues that are owned by the user. You can view the issues sorted by theirneed-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 IssuesReport.




• Which issues do I own?

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


FAQ Answer




• Project Manager• Team Member


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


• 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.



Details



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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


Project

Dashboard prompt


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


View Name

My Open Issues

View Sections

None


1. Need by2. Priority3. Status4. Issue Type5. Issue Summary6. Project7. Action Items8. Issue Description

Open Action Items by Project DashboardThe Open Action Items by Project dashboard displays the details of the open action items grouped by the project. Thisdashboard 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 theOpen Action Items by Project Report.




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• Which action items are open for my projects?

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


FAQ Answer




Project Manager


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


• 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.



Details


Column Type Rules

Action Item Status

Filter

is not equal to / is not in Complete

Project

Dashboard prompt


Issue Type

Dashboard prompt


Project Manager

Dashboard prompt


SELECT "Project"."PrimaryProject Manager" FROM "Project



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Column Type Rules

Management - Project IssuesReal Time" FETCH FIRST65001 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 Name

Open Action Items by Project

View Sections

None


1. Project2. Need by3. Issue Priority4. Action Item Summary5. Action Item Owner6. Action Item Status7. Issue Summary8. Issue Type

Project Management

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

The dashboard consists of Actual Project Labor Margin Report.


• What are the planned billing amounts for my projects?

• What are the operating margins for my projects?


FAQ Answer





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FAQ Answer


Project Manager


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



Details


Column Type Rules

Bill Amount

Filter

Is greater than 0

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


View Name

Actual Project Labor Margin Report

View Sections

None


1. Project Name2. Hours3. Bill Amount4. Cost5. Margin6. Margin Percentage

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

The dashboard consists of the Baseline Trend Analysis.



112


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


FAQ Answer




Project Manager


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


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



Details


Column Type Rules

Project Name

Dashboard prompt

• Choice list• Default selection: SQL

SELECT "Project"."Project Name"FROM "Project Management -Baseline Versions Real Time" FETCHFIRST 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"."TopLevel Task Name" FROM "ProjectManagement - Baseline Versions RealTime" WHERE ("Project"."ProjectName" IN (@{PRJ_NAME_PV}['@']{' '}) AND ("Baseline VersionDetails"."Baseline Name" IS NOTNULL)) FETCH FIRST 65001 ROWSONLY


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



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View Name

Baseline Trend Analysis

View Sections

• Graph• Table


• Graph view:

a. X-Axis: Baseline Nameb. Y- Axis: Effortc. Y- Axis: Cost

• Table view:

a. Project Nameb. Top Task Numberc. Top Task Named. Baseline Namee. Primary Baselinef. Baseline Version Start Dateg. Baseline Version Finish Dateh. Baseline Version Labor Costi. Baseline Version Expense Amountj. Baseline Version Effort

Baseline Variance DashboardThe 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.


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


FAQ Answer




Project Manager


When you need to review the performance of your project.


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



114

FAQ Answer



Details


Column Type Rules

Project Name

Dashboard prompt


Project Status

Dashboard prompt


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


View Name

Baseline Variance Analysis

View Sections

• Table• Graph


• Table view:

a. Project Nameb. Task Namec. Primary Resourced. Start Date Variance in Dayse. Finish Date Variance in Daysf. Effort Variance in Hoursg. Labor Cost Varianceh. Expense Amount Variance

• Graph view:

a. Project Nameb. X- Axis: Task Namec. Y- Axis: Duration in Hours

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

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



115


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


FAQ Answer




Project Manager


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


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



Details


Column Type Rules

Project Name

Dashboard prompt


Project Status

Dashboard prompt


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


View Name

Planned and Actual Dates Comparison

View Sections

None


1. Project Name2. Task Name3. Primary Resource4. Planned Start Date5. Planned End Date6. Actual Start Date



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7. Actual Finish Date8. Current Finish Date9. Schedule Status

Planned and Actual Project Labor Comparison DashboardThe 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 subjectarea.

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


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

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


FAQ Answer




Project Manager


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



Details


Column Type Rules

Labor Bill Amount

Filter

Is greater than 0



117

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


View Name

Planned and Actual Labor Comparison

View Sections

None


1. Project Name2. Planned Margin3. Actual Margin4. Variance5. Planned6. Actual7. Variance

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

The dashboard consists of Project Cost Variance Report.


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


FAQ Answer




Project Manager


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





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Details


Column Type Rules

Project Name

Dashboard prompt


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


View Name

Project Cost Variance

View Sections

None


1. Task

a. Task Name2. Labor

a. Plannedb. Actualc. Variance

3. Expense


4. Total


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

The dashboard consists of Resources Currently on My Projects Report.


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




119

FAQ Answer




Project Manager


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


• Review resource assignment status• Monitor resource assignment dates



Details


Column Type Rules

Project Name

Dashboard prompt


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


View Name

Resources Currently on My Projects

View Sections

None


1. Resource Name2. Project3. Assignment Status4. Project Resource Role5. Resource From Date6. Resource To Date7. Percentage Allocation

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

The dashboard consists of Placeholder Resources on My Projects Report.



120


Who are the placeholder resources assigned to my projects?


FAQ Answer




Project Manager


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


Review unstaffed positions and placeholder resources assigned to your projects.



Details


Column Type Rules

Project Name

Dashboard prompt


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


View Name

Placeholder Resources on My Projects

View Sections

None


1. Project Name2. Resource Name3. Project Resource Role4. Resource from Date5. Resource To Date6. Allocation7. Planned Start Date



121

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

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


• What are the allocated hours for my project resources?

• What are the assignment percentages for my project resources?


FAQ Answer




Project Manager


When you need to review resource allocation for your projects.


• Review resource allocation hours and assignment percentages.• Drill down to individual weeks from the Week and Calendar Week Start Date columns.



Details


Column Type Rules

Project Name

Dashboard prompt


Resource Name

Dashboard prompt




122

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


View Name

Resource Allocation and Task Assignment Comparison by Week

View Sections

• Table• Graph


1. Week2. Calendar Week Start Date3. Allocated Hours4. Total Task Assignment Hours5. Percentage Task Assignment

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

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


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


FAQ Answer




Project Manager


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


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



Details



123


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 Name

Tasks Assigned Outside Resource Allocation Dates

View Sections

• Pivot table• Pivot table:2• Pivot table:3• Pivot table:4


1. Task Start Date2. Project Name3. Task Name4. Resource Name5. Task Finish Date6. Resource From Date7. Resource To Date8. Assignment Status9. Task Percent Complete

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

The dashboard consists of Remaining Project Hours Report.


• How many hours have been spent on a project?

• How many hours are remaining on a project?




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FAQ Answer




Project Executive


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


Review remaining hours for your projects.



Details


Column Type Rules

Start Date

Filter

Prompted

End Date

Filter

Prompted

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


View Name

Remaining Project Hours

View Sections

None


1. Project Hierarchy2. Project Name3. Start Date4. End Date5. Effort in Hours6. Actual Hours7. Remaining Hours

Total Cost vs Actual Cost By EPS Element DashboardThe Total Cost vs Actual Cost by EPS Element dashboard displays the actual and total costs for the nodes in the projecthierarchy. 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.



125


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

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


FAQ Answer




Project Executive


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



Details


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 Name

Total Cost vs Actual Cost by EPS Element

View Type

• Table• Graph


1. Total Cost2. Total Actual Cost3. Project Hierarchy



126

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

The dashboard consists of My Project Work Items report.

Key InsightsThis 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?


FAQ Answer




Project Manager


When you need to track your project work items.


• View all work items and work item statuses for your projects.• Drill down into work items for a specific project.



Report Details


Column Type Rules

Owner

Dashboard prompt


Project Name

Dashboard prompt


Work Item Status

Dashboard prompt


Work Item Type Dashboard prompt • Choice list



127

Column Type Rules


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


View Name

My Project Work Items

View Sections

None


1. Project Name2. Owner3. Work Item Name4. Work Item Type5. Work Item Priority6. Work Item Status7. Task Completion Event8. Due Date9. Task Name

10. Task Completion Event Status

Deliverables Due in My Projects DashboardThe Deliverables Due in My Projects dashboard displays project deliverables that are overdue by a week or due in a week forthe 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.


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

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


FAQ Answer




Project Manager


When you need to track your project deliverables.



128

FAQ Answer


• Gain insight into overdue and immediately due deliverables.• Drill down to view incomplete deliverables for a project.



Details


Column Type Rules

Owner

Dashboard prompt


Project Name

Dashboard prompt


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 WorkItems Real Time" UNION Select 'Duein 7 Days or more' From "ProjectManagement - Project Work ItemsReal Time" UNION Select 'Overdueby 7 Days or less' From "ProjectManagement - Project Work ItemsReal Time" UNION Select 'Overdueby 7 Days or more' From "ProjectManagement - Project Work ItemsReal Time"

• Default selection: Due in 7 Days orless

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 Name

Deliverables Due in My Projects Analysis

View Sections None



129



1. Project Name2. Task Name3. Owner4. Deliverable Name5. Deliverable Type6. Deliverable Priority7. Due Date8. Days Due

My Project Deliverables Not Started DashboardThe My Project Deliverables Not Started dashboard displays all project deliverables that are overdue or due in the immediatefuture for the projects managed by you. This dashboard uses the Project Management - Project Work Items Real Timesubject area.

The dashboard consists of My Project Deliverable Not Started analysis.


• 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




Project Manager


When you need to track your project deliverables.


• Drill down into new high priority project deliverables.• Identify and begin working on project deliverables that are overdue or due soon.



Report Details



130


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"."WorkItem Priority Name" FROM "ProjectManagement - Project Work ItemsReal Time" WHERE "Work ItemPriority"."Work Item Priority Name" IN('High','Low','Medium') FETCH FIRST65001 ROWS ONLY

Project Name

Dashboard prompt


Work Item

Filter

Equals Deliverable

Status

Filter

Equals New

The following table lists the views in the analysis.


View Name

My Project Deliverables Not Started analysis

View Sections

None


1. Project2. Task Name3. Owner4. Status5. Deliverable Type6. Deliverable Priority7. Deliverable Name8. Due Date

Requirements

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



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


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


FAQ Answer




• Product Owner• Scrum Master


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 # ofCompleted Backlog Items column.

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

◦ Backlog Item Status Analysis having Ready Status Detailed analysis using the # ofReady Backlog Items column.



Details


Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt




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Column Type Rules

• Values limited by All Prompts

Sprint

Dashboard prompt


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


View Name

Backlog Item Status Analysis

View Sections

None


1. Product2. Release3. Sprint4. Backlog Item Owner5. Scrum Master6. # of Draft Backlog Items7. # of Ready Backlog Items8. # of Completed Backlog Items

Backlog Item Sprint Velocity DashboardThe 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 ProjectManagement - Requirements Real Time subject area.

The dashboard consists of Backlog Item Sprint Velocity Analysis report.


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


FAQ Answer




Product Owner



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FAQ Answer


• 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


• View the number of story points assigned to every scrum master.• Analyze if the work must be redistributed between scrum masters.



Details


Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt


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 Name

Backlog Item Sprint Velocity Analysis

View Sections

None


1. Product2. Release3. Backlog Item Status4. Sprint5. Backlog Item Owner6. Scrum Master7. Total Story Points



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

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


• Which of my backlog items have exceptions?

• What are the exceptions for my backlog items?


FAQ Answer




• Product Owner• Scrum Master


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


• 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 analysisusing the # of Backlog Items Without Acceptance Criteria column

◦ Backlog Completeness Check Analysis Detailed without Story Points analysis usingthe # of Backlog Items Without Story Points column

◦ Backlog Completeness Check Analysis Detailed without User Story analysis # ofBacklog Items Without User Story column



Details



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Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt


Sprint

Dashboard prompt


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


View Name

Backlog Completeness Check Analysis

View Sections

None


1. Product2. Release3. Sprint4. Requirement Name5. Backlog Item Owner6. # of Backlog Items7. # of Backlog Items Without Story Points8. # of Backlog Items Without Acceptance Criteria9. # of Backlog Items Without User Story

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

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


• 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?



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FAQ Answer




Project Manager


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.



Details


Column Type Rules

Product

Dashboard prompt


Sprint

Dashboard prompt


Backlog Item Status

Dashboard prompt


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


View Name

Project Hours by Backlog Item Analysis

View Sections

None


1. Product2. Backlog Item Status3. Sprint Name4. Backlog Item



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5. Backlog Item Owner6. Scrum Master7. Story Points8. Project Name9. Effort in Hours

10. Actual Hours11. Remaining Hours

Resource Management

Invalid Resource Assignments DashboardThe Invalid Resource Assignments dashboard displays resources assigned to tasks or projects that are outside of theresources' 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.


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


FAQ Answer




• Project Manager• Resource Manager


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


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



Details

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



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View Name

Invalid Resource Assignments

View Sections

None


1. Project Name2. Resource Name3. Resource From Date4. Resource To Date5. Resource Assignment From Date6. Resource Assignment To Date7. Task Start Date8. Task End Date

Resource Capacity Planning by Project Role DashboardThe 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 dashboarduses 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 followinganalyses 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


• What are the capacity hours of my resources?

• Are my resources being optimally utilized?


FAQ Answer



Who uses this dashboard? Resource Manager



139

FAQ Answer

When do I use this dashboard? When you need to review your:

• Resource utilization• Capacity planning


• 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.



Details


Column Type Rules

Project Role Name

Dashboard prompt


Date

Dashboard prompt

• Calendar• Required• Is between field

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


View Name

Resource Capacity Planning by Project Role

View Sections

• Table• Graph


1. Project Role2. Total Requested Hours3. Total Capacity Hours4. Total Assigned Hours5. Remaining Capacity Hours6. Capacity Surplus or Shortfall



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Resource Pool Actual Utilization by Resource and Month DashboardThe Resource Pool Actual Utilization by Resource and Month dashboard displays monthly actual hours and utilizationpercentages 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 thefollowing analysis from the Resource Pool Actual Utilization by Resource and Month Report.

• Resource Actual Utilization by Project Event and Month


Are my resources optimally utilized?


FAQ Answer




Resource Manager


When you need to review your resource actual utilization.


• 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.



Details


Column Type Rules

Resource Pool

Dashboard prompt


Report Date

Dashboard prompt




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


View Name

Resource Pool Actual Utilization by Resource and Month

View Sections

• Table• Pivot table


1. Resource Pool2. Resource3. Month and Year

a. Actual Hoursb. Actual Utilization

Resource Pool Projected and Actual Utilization by ResourceDashboardThe Resource Pool Projected and Actual Utilization by Resource dashboard displays resource pool projected hours andutilization 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.


• Are my resources being effectively utilized?

• Which of my resources can be better utilized?


FAQ Answer




Resource Manager


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


• Identify possibilities for optimal resource utilization.• Review variance between projected and actual hours.

What type of dashboard is this? Oracle Transactional Business Intelligence



142

FAQ Answer

Details


Column Type Rules

Resource Pool Name

Dashboard prompt


Report Date

Dashboard prompt


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


View Name

Resource Pool Projected and Actual Utilization by Resource

View Sections

None


1. Resource Pool2. Resource3. Projected Hours4. Projected Utilization5. Actual Hours6. Actual Utilization7. Variance Hours

Project Resource Request Forecast Revenue DashboardThe Project Resource Request Forecast Revenue dashboard displays the cost, revenue, and margin forecasts for requests inOpen 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 followinganalysis from the Project Resource Request Forecast Revenue Report.

• Project Resource Request Forecast Revenue


• Which requests are in Open or Resource Proposed status?



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


FAQ Answer




Resource Manager


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


• 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.



Details


Column Type Rules

Project Name

Dashboard prompt


Request Start Date

Dashboard prompt


Project Resource Request Target Cost RateCurrency

Dashboard prompt


Select MAX(" Project RequestDetails"."Request Cost RateCurrency") from Project ResourceManagement - ResourceManagement Real Time

Project Request Status

Filter

Equals 'OPEN' or 'PROPOSED'

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



144


View Name

Project Resource Request Forecast Revenue

View Sections

• Table• Graph


1. Project Name2. Total Requested Hours3. Target Profit4. Target Revenue5. Target Cost6. Currency

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

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


• 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?


FAQ Answer




Resource Manager


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


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





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Details


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 "ProjectResource Management - ResourceManagement Real Time"

• Presentation Variable:CURR_ASSIGN_FINISH_DT_V

Variable

Dashboard prompt

• Text Field• Data Type: Date• Required• Default Selection: SQL

SELECTTIMESTAMPADD(SQL_TSI_MONTH,+3, CURRENT_DATE) FROM "ProjectResource Management - ResourceManagement 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 Name

Project Resource Assignment History by Resource Pool and Resource

View Sections

None


1. Resource Pool2. Assignment Status3. Resource Name4. Project Name5. Original Assignment Start Date6. Original Assignment Finish Date7. Original Hours Per Day8. Current Assignment Start Date9. Current Assignment Finish Date

10. Current Hours Per Day



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11. Number of Schedule Adjustments

Project Resource Request History by Resource Pool and ResourceDashboardThe Project Resource Request History by Resource Pool and Resource dashboard displays project resource requestinformation including the requested role, location, quantity, and start and finish dates, for the specified resource pool orresource and requested start date range. This dashboard uses the Project Resource Management - Resource Pool Real Timesubject area.

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


• 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?


FAQ Answer




Resource Manager


When you need to review your resources' requests.


• View the request details for resources sorted by the resource pool.• Use the Project Name column to view all requests for a particular project.



Details


Column Type Rules

Resource Pool Name

Dashboard prompt

• Choice list



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Column Type Rules


Resource Name

Dashboard Prompt


Request Start Date

Dashboard prompt

• Calendar• Required• Is between• Default Selection: SQL

SELECT TIMESTAMPADD(SQL_TSI_MONTH, -3,CURRENT_DATE) FROM "ProjectResource Management - ResourceManagement Real Time"

SELECTTIMESTAMPADD(SQL_TSI_MONTH,+3, CURRENT_DATE) FROM "ProjectResource Management - ResourceManagement Real Time"

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


View Name

Project Resource Request History by Resource Pool and Resource

View Sections

None


1. Resource Pool2. Resource Name3. Project Name4. Requested Role5. Resource Status6. Requested Start Date7. Requested Finish Date8. Requested Quantity9. Request Name

10. Location

Project Resource Request Resources by Project or RequestDashboardThe Project Resource Request Resources by Project or Request dashboard displays resource and project resource requestdetails for resources associated with requests for the specified project, or a specified request, and requested start daterange. 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.



148


• 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?


FAQ Answer




Resource Manager


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


• 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.



Details


Column Type Rules

Project Name

Dashboard prompt


Request Name

Dashboard Prompt


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 Name

Project Resource Request Resources by Project or Request



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View Sections

None


1. Request Name2. Resource Primary Project Role3. Resource4. Project Name5. Requested Role6. Resource Status7. Request Status8. Requested Start Date9. Requested Finish Date

10. Requested Quantity11. Remaining Quantity

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

The dashboard consists of Projected Revenue Shortfall by Resource Report.


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

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


FAQ Answer




Resource Manager


When you need to track underutilized resources.


• Identify resources that don't meet their target utilization.• View projected revenue shortfall due to under utilization of resources.





150

Details


Column Type Rules

Resource Pool Name

Dashboard prompt


Report Date

Dashboard prompt


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


View Name

Projected Revenue Shortfall by Resource

View Sections

None


1. Project Role2. Resource3. Resource Pool4. Target Hours5. Projected Hours6. Variance Hours7. Resource Bill Rate8. Resource Bill Rate Currency9. Projected Revenue Shortfall

Task Management

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

The dashboard consists of My Upcoming Tasks Report.

Key InsightsThis dashboard answers the following business questions.

• Which project tasks are due in 7 days?

• In how many days are my project tasks due?



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FAQ Answer




Project Team Member


When you need to track your project tasks.


• Due dates for your tasks.• Percentage of tasks complete for your projects.



Details


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 Name

My Upcoming Tasks

View Sections

None


1. Days Due2. Task Type Name3. Task Name4. Owner5. Percent Complete



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Project Work Coming Due DashboardThe Project Work Coming Due dashboard displays the project tasks, milestones, and action items that are due for yourprojects within the entered date range. This dashboard uses the Project Management - Task Management Real Time subjectarea.

The dashboard consists of Project Work Coming Due Report.


• Which project tasks are incomplete?

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


FAQ Answer




Project Team Member


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


• Project tasks, milestones, and action items that are due.• Percentage of project tasks that is complete.



Details


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



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


View Name

Project Work Coming Due

View Sections

None


1. Task Type2. Task Name3. Owner4. Days Due5. 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 ProjectName 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 aproject. If you want to view only those tasks for which project costs exist, then you can create an analysis using the ProjectCosting - 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 applicationadministrator to grant you the required access.

Related Topics

• Setting Up Security Profile to View Employee Names in Analyses: Procedure

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]

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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 globalarea 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 modifiedtask hierarchy for reporting in Oracle Transactional Business Intelligence. A project application administrator or projectmanager 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 theScheduled Processes page.

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

Related Topics

• How Task Structure Hierarchies Are Denormalized

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4 Flexfields

Overview of Flexfield Use in AnalysesFlexfields are extensible sets of placeholder fields associated with business objects which can be placed on applicationpages. You can use flexfields to extend business objects and meet your data management requirements without changingthe data model or performing any database programming. To include flexfields you have used for extension for use inanalyses, you must enable them for business intelligence.

Extension of analyses using flexfields is available for Oracle Enterprise Resource Planning Cloud and Oracle Human CapitalManagement Cloud.

Flexfield TypesThe following types of flexfields are available and provide a means to modify application features without programming:

• Descriptive

• Extensible

• Key

Depending on the flexfield type, business intelligence enablement is performed differently and has different requirements.Once they are enabled for business intelligence, you can import any changes made to flexfields automatically using an importscheduled process.

Related Topics

• Overview of Flexfield Change Import

Configuring Key Flexfields for Transactional BusinessIntelligence

Enable Key Flexfields for Business Intelligence ReportingTo include flexfields in your analyses, you must enable them for Business Intelligence. Extensibility of analysis using flexfieldsis used for Enterprise Resource Planning and Human Capital Management. For Customer Relationship Management, theExtensibility Framework supports this.

To designate key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.

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5. Click Edit to display the Edit Key Flexfield Structure Instance dialog box.6. Select the BI Enabled option, then click OK.7. For each flexfield segment instance, repeat steps 5 through 6.8. Click Save.9. Populate the BI Object Name for each of the segment labels:

a. Query the Key Flexfield Code in the Manage Key Flexfields window.b. From the Actions menu, select Manage Segment Labels.c. Populate the BI Object Name for each segment label to be mapped. The BI Object Name for the following

qualified segment labels should not be modified:

Segment Label Code BI Object Name

FA_COST_CTR

Dim - Cost Center

GL_BALANCING

Dim - Balancing Segment

GL_ACCOUNT

Dim - Natural Account Segment

Before you deploy a flexfield, you must access the Chart of Accounts Instance and assign the newly createdsegment label to the appropriate segment in the Chart of Accounts.

d. Click Deploy Flexfield.e. Click Save and Close.

Related Topics• Enabling Key Flexfield Segments for Business Intelligence: Points to Consider

• Accessing Tasks to Update Existing Setup Data: Procedure

Overview of Supported Key FlexfieldsKey flexfields are used to store internally defined codes unique to a particular business, specifying part numbers, generalledger accounts, and other business entities.

Product Area Key Flexfield Dimension

Fixed Assets

Category (CAT#)

Dim - Asset Category

Fixed Assets

Location (LOC#)

Dim - Asset Location

General Ledger

Accounting (GL#)

Dim - Balancing Segment Dim - Cost Center Dim - Natural Account

Payroll

Costing

Dim - Costing Segments

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Product Area Key Flexfield Dimension

Supply Chain Management

Locator

Dim - Inventory Org

Supply Chain Management

Item Category

Dim - Item

Revenue Management

Pricing Dimensions (VRM)

Dim - VRM Segment

Budgetary Control

Budgeting (XCC)

Dim - XCC Segment

Map Non-Qualified Segments to BI ObjectsTo map non-qualified segments that must be mapped and used in analysis, create a new label and associate a BI object withthe label. Associate this new segment label with the segment code.

To map non-qualified segments to BI objects:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, search for the appropriate key flexfield code.3. From the Actions menu, select Manage Segment Labels.4. Click the Add Row icon.5. Enter the details for the Segment Label Code, including name, description, and BI Object name. Enter the BI object

names carefully and note whether there is a space between Segment and the number.This table provides examples of Key Flexfields and associated BI object names.

Key Flexfield BI Object Name

Accounting (GL)

Dim - GL Segment1 through Dim - GL Segment10

Budgetary Control (XCC)

Dim - XCC Segment1 through Dim - XCC Segment10

Revenue Management (VRM)

Dim - VRM Segment 1 through Dim - VRM Segment 10

6. Complete the mapping by assigning unique segment labels to the key flexfields.

Set Up the GL Accounting FlexfieldsThis topic describes the workflow for setting up Accounting key flexfields, but these steps also apply for other key flexfields.

• Understanding Accounting Key Flexfields

• Identifying Accounting Key Flexfields

• Assigning Unique Segment Labels

• Performing Column Flattening

• Designating GL Accounting Segment Instances as BI-Enabled

• Deploying Accounting Key Flexfields


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Understanding Accounting Key FlexfieldsThe Accounting Key Flexfield is used to identify GL accounts.

A chart of accounts segment is a component of the accounting key flexfield. Each segment has a value set attached to itto provide formatting and validation of the set of values used with that segment. The combination of segments creates theaccount combination used for recording and analyzing financial transactions. You must set up your Chart of Accounts (COA)as part of implementing Oracle Applications Cloud.

Examples of segments that may be found in a chart of accounts structure include Company, Cost Center, Department,Division, Region, Account, Product, Program, and Location.

The Natural Account segment of the General Ledger Accounting Key Flexfield defines the account used in the accountcombination to record transactions.

The logical segment dimensions in the Oracle BI metadata are Dim - Cost Center, Dim - Balancing Segment, Dim - NaturalAccount Segment and all Dim - GL Segmentndimensions. These dimension tables are populated from a Tree value object orfrom a Value Set value object. Which value is used depends on whether a tree was associated with the segment in the OracleApplications Cloud setup:

• For each segment associated with trees, two value objects are generated (Tree and TreeCode) with the followingnaming structure:FscmTopModelAM.AccountBIAM.FLEX_TREE_VS_segmentlabel_VI &

FscmTopModelAM.AccountBIAM.FLEX_TREECODE_VS_segmentlabel_VI

• For each segment without trees, one view object is generated with the following naming structure:FscmTopModelAM.AccountBIAM.FLEX_VS_ XXX_VI

In addition to the segment dimension tables, the BI Extension process also extends Flex BI Flattened VO;FscmTopModelAM.AccountBIAM.FLEX_BI_Account_VI. This view object has a pair of columns for each segment; segmentlabel_and segmentlabel_c.

For example, for your Cost Center segment which has the segment label FA_COST_CTR, there are two columns in this viewobject, named FA_COST_CTR_ and FA_COST_CTR_c.

Identifying Accounting Key Flexfield SegmentsIdentify and map segments of the chart of accounts.

For each Chart of Accounts (Accounting Key Flexfield) used to analyze Transactional Business Intelligence facts, identify thesegments of the chart of accounts. Map them to the Transactional Business Intelligence GL Accounting Segment logicaldimensions.

Accounting Key Flexfield Segment Segment Label Transactional Business Intelligence GLAccounting Segment Logical Dimension

Balancing

GL_BALANCING

Dim - Balancing Segment

Natural Account

GL_ACCOUNT

Dim - Natural Account Segment

Cost Center

FA_COST_CTR

Dim - Cost Center

Other segments to be equalized across thecharts of accounts

Other unique segment label

Dim - GL Segment n where n is an integerfrom 1 to 10


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Accounting Key Flexfield Segment Segment Label Transactional Business Intelligence GLAccounting Segment Logical Dimension

Assigning Unique Segment LabelsYou must assign a unique segment label to the charts of accounts segments that are the balancing segments or the naturalaccount segments. The segments must be also used for specific purposes.

For example, assign the Primary Balancing segment label to the segment used for your company or legal entities. That labelprovides a correct recording of intercompany transactions and company analysis. You can assign other segment labels whenrequired.

To assign unique segment labels to charts of accounts segments:

1. In the Setup and Maintenance work area, go to the Manage Charts of Accounts task and then navigate to theManage Chart of Accounts page.

2. In the Search section, enter the GL# for the Key Flexfield Code and click the Search button.3. In the Search Results section, select Accounting Flexfield and click the Manage Structures button to navigate to

Manage Key Flexfield Structures.4. In the Search section, enter the chart of accounts code or the name for Structure Code or Name and click the

Search button.5. In the Search Results section, select the chart of accounts and click Edit to navigate to the Edit Key Flexfield

Structure window6. Select the Enabled check box to code-enable the Structure code.7. In the Segments section, select the applicable segments and click Edit to navigate to the Edit Key Flexfield Segment

window.8. Select the Enabled check box to enable the segments.9. In the Segment Labels section, select the unique segment labels to equalize the segments across the charts of

accounts. Click theshuttle to move the segments to the selected list.10. Click Save and Close to return to the Edit Key Flexfield Structure window.11. Click Done to return to the Manage Key Flexfields window.

Performing Column FlatteningColumn flattening of trees is required in order for OTBI hierarchy analyses to be populated with correct data.

To flatten columns for account hierarchies:

1. In the Setup and Maintenance work area, go to the Manage Trees and Tree Versions task and navigate to theManage Trees and Tree Versions window.

2. In the Search section, enter GL_ACCT_FLEX for the Tree Structure Code and the involved tree code or name, andclick Search.

3. In the Search Results section, select the tree version you want to flatten. If the status of the Tree Version is Draft, tomake the Tree Version active, select Actions, then Status, and then Active.

4. (Optional): After the tree version is specified, perform an audit on the Tree Version to ensure its integrity beforelaunching the flattening job. Select Actions and then Audit. See the section on working with Trees in theDeveloper's Guide.

5. Choose Column Flattening from the Actions menu.6. Click the Online Flattening button to launch the flattening job immediately. Or, click the Schedule Flattening

button to schedule the flattening job according to your requirements.


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Designating GL Accounting Segment Instances as BI-EnabledSpecify the applicable chart of accounts segment instances that are BI-enabled to make them available for use inTransactional Business Intelligence.

To specify the chart of accounts segment instances as BI-enabled:

1. In the Search Results section of the Manage Key Flexfields window, select Accounting Flexfield and click theManage Structure Instances button to navigate to the Manage Key Flexfield Structure Instances window.

2. In the Search section, select the chart of accounts for Structure Name and click the Search button.3. In the Search Results section, select the structure instance and click Edit to navigate to the Edit Key Flexfield

Structure Instance window.4. Check the Enabled check box to code-enable the structure instance.5. In the Segment Instances section, select the segment instances and click Edit to update. Each of the segment

instances must be selected individually.6. Select the Business Intelligence enabled check box in the Edit Key Flexfield Segment pop-up window and click

OK to return to Edit Key Flexfield Structure Instance window.7. After you have enabled all applicable segment instances for Business Intelligence, click Save and Close to save the

changes and return to the Edit Key Flexfield Structure Instance window.8. Repeat steps 2 - 6 for each chart of accounts to enable all the applicable segment instances for Business

Intelligence.9. Click Done to return to the Manage Key Flexfields window.

10. After you have configured all the charts of accounts, click the Deploy Flexfield button to deploy the AccountingFlexfield and make the latest definition available for use.

Deploying Accounting Key FlexfieldsAfter you have set up accounting key flexfields, you must deploy them.

Accounting key flexfields have one of the following deployment statuses:

• Edited: The flexfield definition has not been deployed or changes have been made to the structure, the structureinstances, or the value sets.

• Patched: The flexfield definition has been modified through an update, but the flexfield has not yet been deployed sothe updated definition is not reflected.

• Deployed to Sandbox: The flexfield is deployed and available in a flexfield-enabled sandbox.

• Deployed: The flexfield definition is deployed and available to end users.

• Error: The deployment attempt failed.

To deploy accounting key flexfields:

1. In the Setup and Maintenance work area, go to the Manage Chart of Accounts task.2. Click Search.3. Locate the Deployment Status column.4. Click the icon.5. Select Edited.6. Click Deploy Flexfield.7. Monitor the Deployment Status and when it reaches 100% click OK.8. Verify that a check mark displays in the Deployment Status column.9. Click Done.


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Configuring Descriptive Flexfields for TransactionalBusiness Intelligence

Overview of Transactional Business Intelligence Configuration ofDescriptive FlexfieldsConfigure descriptive flexfields to track unique information not typically found on business forms.

Descriptive flexfields can store several important details on a form without cluttering it. For example, several details may makean asset form heavy and unmanageable. However, the user still needs to access those details and therefore, they must bepresent on the form. In such cases, descriptive flexfields are convenient to use and are easy to manage.

Descriptive flexfields provide a way for you to add attributes to entities and to define validation and display properties forthem. A descriptive flexfield is a logical grouping of attributes (segments) that are mapped to a set of extension columnswhich are shipped as part of Oracle Applications Cloud tables.

Configure Descriptive Flexfield SegmentsIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments for OracleBusiness Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for Business Intelligence.

Configuring a Descriptive Flexfield SegmentIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments for OracleBusiness Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for Business Intelligence.

To configure available descriptive flexfield segments:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. If the BI Enabled option is cleared, select it.3. Select the options for deployment of the descriptive flexfields.

Set Descriptive Flexfields as BI-EnabledIf a descriptive flexfield is already defined, you can enable it for use in Business Intelligence reports. Not all descriptiveflexfields are supported for Business Intelligence.

Setting a Flexfield as BI-Enabled1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Navigate to the Edit Descriptive Flexfields window.3. Enter the descriptive flexfield name.4. Check the BI Enabled option on the desired descriptive flexfields. If the option is unavailable, the flexfield is a non-

supported entity.5. Click OK.


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6. Click Save.

Configuring Extensible Flexfields for Transactional BusinessIntelligence

Configure Extensible FlexfieldsYou can use extensible flexfields to configure more segments.

An extensible flexfield is similar to a descriptive flexfield in that it provides an expansion space that you can use to configureadditional attributes (segments) without additional programming. As with descriptive flexfields, each segment is represented inthe database as a single column. However, with extensible flexfields, the context values and context-sensitive segments arestored in an extension table.

Categories and ContextsYou can combine and arrange the segments into attribute groups that are tailored to your specific needs. For example, youcan group related segments so that they appear together on the page. The attribute groups are referred to as contexts. Youcan optionally set up an extensible flexfield to enable categorization of contexts.

You can add contexts and segments to extensible flexfields just like the descriptive flexfields. To see the extensible flexfieldsin analyses, you need to deploy them and then run the BI Extender Essbase scheduled process.

Configuring Extensible FlexfieldsTo configure extensible flexfields:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfield task.2. Search for the EFF you want to configure, then select it and click the Edit icon.3. In the Edit Extensible Flexfield dialog, highlight the category Display Name, then select Manage Contexts.4. In the Manage Context dialog, search for the context that contains the segment you want to configure, highlight it,

then click the Edit icon.5. In the Edit Context dialog, click the Edit icon.6. Edit the segment, as required, then click Save.

Related Topics• Flexfield Usages: Explained

Set Extensible Flexfields as BI-EnabledExtensible flexfields are BI enabled if at least one segment in a context is BI enabled.

Setting Extensible Flexfields as BI-EnabledTo set extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.

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2. Enter the extensible flexfield name; for example, Organization Information EFF.3. Select the applicable extensible flexfield, and then click Edit.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts6. In the Edit Context page, select the applicable Context, and then click Edit.7. Select the applicable Segment, and then click Edit.8. In the Edit Segment page, select the BI Enabled check box.9. Click Save.

Overview of the Essbase Rule File and CubesGenerate the Essbase rule file by running the Create Rules XML File for BI Extender Automation scheduled process.

The Essbase rule file must be generated for all Oracle Essbase cubes mapped in the repository file (RPD).

Job Status ConditionsThe process status displays one of these conditions.

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status with moredetails.

• COMPLETED_NO_EXTENSION_NEEDED: No new Flexfield changes were detected in any of the Oracle ApplicationsCloud sources; because the RPD is already synchronized with all Flexfield changes, no changes were made in theRPD.

• COMPLETED: The RPD was successfully updated with Flexfield changes and uploaded into the Oracle BusinessIntelligence server.

• FAILED: Error conditions exist which require manual intervention.

Related Topics

• Submitting Scheduled Processes and Process Sets: Procedure

Importing Changes to Flexfields Automatically

Import Flexfield Changes AutomaticallyTo import flexfield changes, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduledprocess. Running the process disconnects all users from the server. Don't run this process when maintenance operations orupdates are being performed on the server.

Running the ProcessTo run the process:

1. In the Scheduled Processes window, select Search and Select: Name.2. Select Search and Select: Name.

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3. Highlight Import Oracle Fusion Data Extensions for Transactional Business Intelligence.4. Click OK.5. Schedule to run the process.

Process Status ConditionsThe process status displays one of the following conditions:

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status with moredetails.

• COMPLETED_NO_EXTENSION_NEEDED: No new flexfield changes were detected in any of the Oracle ApplicationsCloud sources; because the Oracle Business Intelligence is already synchronized with all flexfield changes, nochanges were made in the Oracle Business Intelligence.

• COMPLETED: Oracle Business Intelligence was successfully updated with flexfield changes and uploaded into theOracle Business Intelligence Server.

• COMPLETED: PROCESS_ERRORS: Oracle Business Intelligence was updated with the flexfield changes but withsome warnings that require manual intervention.

• FAILED: Error conditions exist that require manual intervention.

Successful Import ProcessIf the import process is successful, you can perform the following actions:

• Query subject areas by segment dimensions such as Balancing Segment and Cost Center.

• Access DFF attributes for analyses.

• Use the General Ledger - Balances Real Time subject area to query Oracle Essbase cubes.

Disabling Flexfields as BI-Enabled

Overview of Flexfield BI-DisablementIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

There may be times, such as during development phases, when you try using a flexfield and later determine it is no longerneeded.

Note: If you are considering disabling flexfields, keep in mind that any flexfields created in Oracle ApplicationsCloud must be designated as BI-enabled to be exposed in Transactional Business Intelligence. If you disablea flexfield, it cannot be deployed. Also, error conditions may occur if you disable a descriptive flexfield thathas been implemented in BI Applications. If error conditions arise from disabling flexfields as BI-enabled,troubleshooting the errors can be difficult and time-consuming.

Disable Key Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.


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If you are considering disabling key flexfields, keep in mind that any flexfields created in Oracle Applications Cloud must bedesignated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Key FlexfieldsTo disable key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. Enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.5. Click Edit. The Edit Key Flexfield Structure Instance dialog box displays.6. In Edit Key Flexfield Segment Instance, deselect the BI Enabled option.7. Click OK, then Save.

Disable Descriptive Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling descriptive flexfields, keep in mind that any flexfields created in Oracle Applications Cloudmust be designated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Descriptive FlexfieldsTo disable descriptive flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Enter the Descriptive Flexfield Name.3. Deselect the BI Enabled option on the desired descriptive flexfields.4. Click OK, then Save.

Disable Extensible Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling extensible flexfields, keep in mind that any flexfields created in Oracle Applications Cloud mustbe designated as BI-enabled to be exposed in Oracle Transactional Business Intelligence.

Disabling Extensible FlexfieldsTo disable extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.2. Enter the extensible flexfield Name; for example, "Organization Information EFF."3. Select the applicable extensible flexfield and click Edit to navigate to Edit Extensible Flexfield.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts to navigate to Manage Contexts.6. Select the applicable Context and click Edit to navigate to Edit Context.7. Select the applicable Segment and click Edit to navigate to Edit Segment.8. Deselect the BI Enabled option.9. Click Save.


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Dimensions Supported by Descriptive Flexfields

Descriptive Flexfields for Oracle Project Portfolio ManagementThe table below lists the descriptive flexfields and the subject areas in which you can use these flexfields. To view thedescriptive flexfield columns, navigate to the appropriate folder within the relevant subject area.

Flexfield Subject Area Folder

PJB_ INVOICE_ HEADERS_FLEX


Invoice Details

PJB_ INVOICE_ LINES_FLEX


Invoice Details

PJB_ BILLING_ EVENTS_FLEX

• Project Billing - Events Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time

Event Details

PJC_ EXP_ ITEMS_ DESC_FLEX

• Project Costing - Actual Costs RealTime

• Project Costing - Expenditure ItemPerformance - Real Time

For Actual Costs:

• Expenditure Item and Cost DistributionDetails

For Expenditure Item Performance:

• Expenditure Item Details

PJC_ TXN_ XFACE_ DESC_FLEX

Project Costing - Unprocessed TransactionsReal Time

Unprocessed Transaction Details

PJF_ EXP_ CATEGORIES_ DESC_FLEX

• Project Billing - Invoices Real Time• Project Costing - Actual Costs Real

Time• Project Costing - Commitments Real

Time• Project Costing - Expenditure Item

Performance - Real Time• Project Costing - Unprocessed

Transactions Real Time• Project Costing - Assets Real Time

Expenditure Type

PJF_ EXP_ TYPES_ DESC_FLEX

• Project Billing - Invoices Real Time• Project Costing - Actual Costs Real




Transactions Real Time

Expenditure Type


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• Project Costing - Assets Real Time

PJF_ NONLAB_ RES_DESC_FLEX



• Project Costing - UnprocessedTransactions Real Time

Nonlabor Resource

PJF_ PROJECTS_ DESC_FLEX

• Project Billing - Events Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Control - Forecasts Real Time• Project Control - Progress Real Tim• Project Costing - Actual Costs Real




Transactions Real Time• Project Costing - Assets Real Time• Project Management - Change

Management Real Time• Project Management - Opportunity

Integration Real Time• Project Management - Planning Real

Time• Project Management - Project

Hierarchy Real Time• Project Management - Project

Resources Real Time• Project Management - Project Work

Items Real Time• Project Management - Requirements

Real Time• Project Resource Management -

Resource Management Real Time• Project Management - Task

Management Real Time• Projects - Cross Subject Area Analysis

- Real Time• Projects - Grants Management -

Award Analysis Real Time• Projects - Grants Management -

Award Funding Real Time

Project

PJF_ PROJECT_ TYPES_ DESC_FLEX

• Project Billing - Events Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Control - Forecasts Real Time• Project Control - Progress Real Tim

Project Type Attributes


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• Project Costing - Commitments RealTime



• Project Costing - Assets Real Time• Projects - Cross Subject Area Analysis




PJF_ TASK_ STRUCTURE_DFF





Transactions Real Time• Project Costing - Assets Real Time• Project Management - Change

Management Real Time• Project Management - Opportunity

Integration Real Time• Project Management - Planning Real

Time• Project Management - Project Work

Items Real Time• Project Management - Requirements

Real Time• Project Management - Task

Management Real Time• Projects - Cross Subject Area Analysis

- Real Time

Task

PJF_ WORK_ TYPES_ DESC_FLEX





Work Type

PJO_ PLANNING_ OPTIONS_DFF Project Control - Budgets Real Time Budget Version Planning Options


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PJO_ PLAN_ LINES_DFF


Budget Line Record Information

ContractHeaderFlexfield

• Project Billing - Events Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Costing - Actual Costs Real


Performance - Real Time• Projects - Cross Subject Area Analysis



Project Contract Header Details

OKC_ LINES_ DESC_FLEX

• Project Billing - Events Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Costing - Actual Costs Real


Performance - Real Time• Projects - Cross Subject Area Analysis



Project Contract Line Details

PJF_ CLASS_ CATEGORIES_ DESC_FLEX





Transactions Real Time• Project Costing - Assets Real Time• Projects - Cross Subject Area Analysis




Project Classification

PJF_ CLASS_ CODES_ DESC_FLEX

• Project Billing - Events Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time



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• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Control - Forecasts Real Time• Project Control - Progress Real Tim• Project Costing - Actual Costs Real








PJF_ PROJECT_ CLASS_ CODE_DESC_FLEX










GMS_ AWARD_ PERSONNEL_DFF


Personnel

GMS_ AWARD_ PROJECTS_DFF


Award Project

GMS_ INSTITUTIONS_ DFF

• Projects - Grants Management -Award Funding Real Time

• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Costing - Actual Costs Real

Time

Institution


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GMS_ AWARD_ HEADERS_DFF

• Projects - Grants Management -Award Funding Real Time

• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Costing - Actual Costs Real


Time• Project Costing - Unprocessed

Transactions Real Time• Projects - Grants Management -

Award Analysis Real Time• Projects - Cross Subject Area Analysis

- Real Time

Award


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Chapter 5Analytics Modification

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5 Analytics Modification

Overview of Analytics Creation and ModificationEdit and create analytics to provide ad hoc reporting on your transactional data. The predefined analyses and dashboardshelp answer many of your business questions, but you can also create your own to meet your requirements.

This table gives a just a few examples of creating or editing analytics.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include the accountname, ID, and address in a new analysis, and add sorting on the ID column.

Create a view

A predefined analysis has a bar graph. You save a new version of this analysis with a table viewadded to the graph.

Create a view selector

You later decide that you want to toggle between viewing a table and a graph. You add a viewselector that includes the table and graph views.

Edit a dashboard prompt

A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replaceStart Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report to view both together.

Tip: A wizard in the Reports and Analytics work area and panel tab is available to help you create or editanalyses.

Data Source ModificationAdministrators can modify the business intelligence (BI) repository to determine the columns available for you to use.

• They enable flexfields (which support attributes) for BI, and import them into the repository.

• You can then select attributes from flexfields to include in your analyses.

Related Topics


• How Data Is Structured for Analytics

• Overview of Flexfield Use in Analyses

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Analyses

Create and Edit Analyses Using a WizardYou can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you allavailable features, you can still use it to make typical changes, for example adding views or filters. For other tasks, such ascreating dashboards or deleting analyses, use the advanced business intelligence features.

Creating an Analysis

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.2. Click Create and select Analysis.3. Select the subject area that has the columns you want for your analysis.4. Optionally, add more subject areas or remove any that you no longer need.5. Select the columns to include, set options for each column, and click Next.6. Optionally, enter a title to display for the analysis.7. Select the type of table or graph to include, specify the layout of the views, and click Next.

Note: At any point after this step, you can click Finish to go to the last step, to save your analysis.

8. Optionally, set more options for the table or graph, and click Next.9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts over acertain threshold in red. Click Next.

11. Enter the name of your analysis and select a folder to save it in.12. Click Submit.

Editing an Analysis

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areaswhere you can find the analysis.

2. Select your analysis and edit it. In the Reports and Analytics work area, click More for the analysis and select Edit.In the Reports and Analytics panel tab, click the analysis, then click Edit.

3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed.4. To update an existing analysis, select the same name in the same folder. To save this analysis as a new copy, either

name it with a new name or save it in a new folder.5. Click Submit.

Related Topics


• Where to Save Analytics and Reports


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Create and Edit Analyses with Advanced FeaturesEven though you can use a wizard to create or edit analyses, you might have to use advanced features for complicatedanalyses or specific requirements. For example, you can create view selectors so that users can toggle between views withinan analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the businessintelligence catalog.

Creating or Editing an Analysis

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.2. Click the Browse Catalog button.3. Click the New button, select Analysis in Analysis and Interactive Reporting, and select a subject area.

Or, select your analysis in the Folders pane and click Edit.4. Use the tabs as described in this table.

Tab Task

Criteria

Select and define the columns to include. Add filters.

Results

Add views and set options for results.

Prompts

Define prompts to filter all views in the analysis.

Advanced

View or update the XML code and logical SQL statement that the analysis generates. Set options related to query performance.

5. Save your analysis.

Performing Other Actions on an Analysis

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areaswhere you can find the analysis.

2. Select your analysis and click Action and select More.3. Click More for your analysis and select the wanted action, for example Delete or Copy.

Related Topics








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Create Analysis to View Resource Qualifications from HCMCreate a resource qualification analysis in the Reports and Analytics work area to view real-time qualifications for projectresources from the Human Capital Management (HCM) application.

When you create a resource qualification analysis, you select the Resource Name and Resource Qualification columnsto display the qualifications associated to the resource. Resource Name and Resource Qualification dimensions are validfor the various facts associated with the Project Resource Management - Resource Management Real Time subject area.When you use Oracle Transactional Business Intelligence (OTBI) for a cross-dimension query, OTBI selects the fact columnfrom the implicit fact column defined for a subject area to display the result. For the Project Resource Management -Resource Management Real Time subject area, the implicit fact column defined is # of Requests. Hence, OTBI displaysthe qualifications from the requests to which the resource is associated and not from the HCM application. For the analysisto display the qualifications as defined in their HCM Talent Profile, you must add the # of Qualifications column that is therelevant measure.

Creating a Resource Qualification Analysis

1. Navigate to the Reports and Analytics work area.2. Click Browse Catalog.3. From the New menu, click Analysis.4. From Select Subject Area window, click Project Resource Management - Resource Management Real Time.5. In the Subject Area pane, expand:

a. Resource folder and double-click Resource Name.b. Qualification folder and double-click Qualification Name.c. Project Resource Supply folder and double-click # of Qualifications.

6. In the Selected Columns section, from the Resource Name column criteria, click Filter.7. In the New Filter window, select a resource from the Value list, and click OK.8. In the Selected Columns section, from the # of Qualifications column criteria, click Column Properties.9. On the Column Format tab, select the Hide check box and click OK to hide the # of Qualifications column in the

analysis.10. Click Save Analysis.11. By default, the application selects the My Folders folder. Enter a name for your analysis, such as Resource

Qualification Analysis, in the Name field.12. Click Catalog menu.13. Expand My Folders and open the Resource Qualification Analysis. The analysis contains the following details for your

selected resources:

◦ Resource Name

◦ Qualification Name

How can I provide access to a custom analysis or report to multipleusers?By default, shared analyses and reports are owned by the duty role of the user who created them. All users with that duty roleare able to view, modify, and save the objects.



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Cross-Subject Area Joins

Overview of Cross-Subject Area JoinsYou can create analyses that combine data from more than one subject area. This type of query is referred to as a cross-subject area analysis. Review guidelines for creating these joins in MyOracle Support (Doc ID 1567672.1). Cross-subject areaanalyses can be classified into three broad categories:

• Using common dimensions.

• Using common and local dimensions.

• Combining more than one result set from different subject areas using set operators such as union, union all,intersection and difference.

Common DimensionsA common dimension is a dimension that exists in all subject areas that are being joined in the report. These dimensions areconsidered common dimensions between subject areas and can be used to build a cross-subject area report.

Common and Local DimensionsA local dimension is available only in one of the combined subject areas in a cross-subject area query.

Create a Cross-Subject Area AnalysisTo create a real-time analysis that includes more than one subject area, which is referred to as a cross-subject area analysis,the analysis must include a measure from each of the subject areas to support the join if it uses a local dimension. You canhide the measure in the results if you don't want it to appear in your analysis.

Creating a Cross-Subject Area Analysis

1. In the Reports and Analytics work area, click Browse Catalog.2. Click New and select Analysis3. In the Select Subject Area window, select a subject area.4. In the Criteria tab, expand the dimensions and add a column to the analysis.5. In the Subject Areas region, click Add/Remove Subject Areas.6. In the Subject Area region of the Criteria tab, expand the dimensions and add a column to the analysis.7. If the column is a local dimension, add a measure from the subject area. If it's preferable to hide the measure in your

analysis, select its Column Properties, and in the Column Format tab of the Column Properties dialog box, select theHide check box and click OK.

8. If you are using a local dimension, in the Advanced tab, navigate to the Advanced SQL Clauses section, selectShow Total value for all measures on unrelated dimensions, then click Apply SQL.

9. Click the Results tab to see the results of the analysis.10. Click the Criteria tab again to return to the analysis definition.



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Dashboards

Create and Edit DashboardsYou can create and edit dashboards to determine their content and layout. In addition to objects in the business intelligence(BI) catalog, such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Creating a Dashboard

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.2. Click Browse Catalog.3. Click New and select Dashboard under Analysis and Interactive Reporting.4. Enter the dashboard's name and description, and select a folder to save in.5. With the Add content now option selected, click OK.6. Optionally, add more pages, or tabs, within the dashboard.7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to a page.8. Click Save.

Note: The first dashboard page is saved with the page 1 name by default. To rename this page:1. Click the Catalog link.2. In the Folders pane, select your dashboard.3. For page 1, click More and select Rename.4. Enter the new name and click OK.

Editing a Dashboard

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areaswhere you can find the dashboard.

2. Select your dashboard in the pane and click More.3. Click Edit.4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for

example:

◦ Remove content from the dashboard.

◦ Drag and drop within a page to move content around.

◦ Change the layout of a page.

Related Topics






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FAQs

What are subject areas, dimensions, attributes, facts, and metrics?Information for analysis is grouped into related functional areas called subject areas, which contain fact and dimension folderswith attributes and facts used to create analyses.

Subject area folders include dimension and fact folders. Dimension folders include the grouping of dimensional attributes forthe subject area. Columns (such as date of birth or name) which are grouped for a dimension are known as attributes. Factfolders contain numeric values, also called measures or metrics.

Dimension folders are often placed before fact folders in a subject area. Metrics can be combined with dimensional attributesfor multi-dimensional analysis.

What's the relationship between dimensions and fact in a subjectarea?A subject area is based around a single fact. The dimensions are all related to each other through the fact only. The fact isautomatically included in any query that is created, even if none of the measures in the fact appear in the analysis.

What's a common dimension?A common dimension is shared across multiple subject areas. For example, Time, Department, and Location are commondimensions. When constructing a cross-subject area analysis, only common dimensions can be used.

How can I determine which dimensions are shared across twosubject areas?If the dimensions exist in both subject areas, they are common dimensions, and are often among the first folders in asubject area. You can join any subject areas you have access to in Answers, but analyses are subject to the normalized datastructure. Unless the underlying tables are joined by design, joining subject areas in Answers results in errors.

How can I identify subject areas to create analyses?All OTBI subject area names end with the words "Real Time".



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Can I change the columns in subject areas?You can use only the available subject areas and their dimensions and facts. You can use other The data elements that areprovided out of the box are the only ones that the customers can make use of. You can potentially use BI-enabled flexfieldsto analyze any column in the transactional tables.

Do analyses query transactional tables to display data?Analyses run real-time queries of transactional tables through View Objects. Oracle Fusion data security, flexfields, userinterface hints, lists of values, and other metadata are delivered through the View Objects.

What's a dashboard?A dashboard is a container page to display analyses, reports, and other objects. Administrators can create shareddashboards for groups of users with common responsibilities or job functions. Personalized views can be created based on auser's permissions.

Why can't I see the current set of active project and task codes in myanalyses?When project application administrators create new project or task codes, the codes don't appear in the OTBI subject areas.The administrator must first clear the internal business intelligence (BI) server cache for the codes to display in the OTBIsubject areas. Running a SQL command clears the BI server cache.

Follow these steps to clear the cache.

1. Navigate to the Reports and Analytics work area.2. Click Browse Catalog.3. On the Oracle BI Catalog page, in the global header, click the Administration link.4. On the Administration page, click the Issue SQL link.5. In the Issue SQL command window, enter the below command:

call SAPurgeInternalCache('1');

6. Click Issue SQL.7. Close all your browser sessions and log in again. You can now see the new project and task codes in the OTBI

subject areas.


Chapter 6Reports Modification

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6 Reports Modification

Overview of Business Intelligence PublisherOracle Business Intelligence (BI) Publisher allows you to author, generate, and deliver all types of highly formatted documentsand operational reports. You can use familiar office desktop tools to create rich text format (.rtf) documents and reportsagainst any data source. You can view reports, schedule them to run, and distribute them to predefined destinations.

A BI Publisher report consists of one or more .rtf layouts, a reference to a data model, and a set of properties. A report mayalso include style templates and subtemplates, which allow reusability of functionality and maintain consistency of design. Inthe logical architecture depicted in the figure, the report includes a data model and a layout, and the layout references twostyle templates in the catalog which in turn reference subtemplates.

In the BI Publisher logical architecture, the data model accesses data sources and the layout and its optional style templateand subtemplates determine the formatting of the report output, which can include email, print, fax, or files, and others. Thelayout is designed using common office applications, for example Microsoft Word and Excel and Adobe Acrobat and Flash,among others.

Files

Layout

Word, Excel, PDF, Flash, other layout tools

Fax

Printer

Email

TemplateLayout

Template

SubtemplateStyle Template

Data Model

SubtemplateSubtemplate



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Style TemplatesA style template is a .rtf template that contains style information that can be applied to report layouts.

A style template is a .rtf template that contains style information that can be applied to report layouts at runtime to achievea consistent look and feel across your enterprise reports. You associate a style template to a report layout in the reportdefinition. Using a style template has the following benefits:

• Enables the same look and feel across your reports

• Enables consistent header and footer content, such as company logos, headings, and page numbering

• Simplifies changing elements and styles across all reports

Use style templates to define paragraph and heading styles, table styles, and header and footer content.

Paragraph and Heading StylesWhen the named style is used in a report layout, the report layout inherits the following from the style template definition:

• font family

• font size

• font weight (normal, bold)

• font style (normal, italic)

• font color

• text decoration (underline or strike through)

Table StylesStyle elements inherited from the table style definition include:

• font style

• border style

• line definition

• shading

• text alignment

Header and Footer ContentThe header and footer regions of the style template are applied to the report layout. This includes images, dates, pagenumbers, and any other text-based content. If the report layout also includes header and footer content, then it is overwritten.



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SubtemplatesA subtemplate is a piece of formatting functionality in .rtf or .xsl format that can be defined once and used multiple timeswithin a single layout template or across multiple report layout template files. Rich Text Format (RTF) subtemplates are easy todesign using native features in Microsoft Word, while subtemplates using Extensible Stylesheet Language (XSL) can be usedfor complex layout and data requirements. Both .rtf and .xsl subtemplates are stored in the business intelligence catalog as asubtemplate object, and both can be called from .rtf layout templates.

Some common uses for subtemplates include:

• Reusing a common layout or component (such as a header, footer, or address block)

• Handling parameterized layout

• Handling dynamic or conditional layouts

• Handling lengthy calculations or reusing formulas

RTF SubtemplatesAn RTF subtemplate is an RTF file that consists of one or more <?template:?> definitions, each containing a block offormatting or commands, that when uploaded to Business Intelligence (BI) Publisher as a subtemplate object in the catalogcan be called from within another RTF template.

XSL SubtemplatesAn XSL subtemplate is an XSL file that contains formatting or processing commands in XSL for the Business IntelligencePublisher formatting engine to execute. Use an XSL template to include complex calculations or formatting instructions notsupported by the RTF standard.

How You Create and Edit ReportsUse reports to generate and print documents for internal operations, external business transactions, or legal requirements. Tomeet specific requirements, you must create or edit reports to capture different data, or present data in another way.

Report ComponentsEach report has components that you can modify, as described in this table:

Report Component Description Tool for Modifying

Data model

Defines the data source, data structure, andparameters for the report. Multiple reportscan use the same data model. Each reporthas one data model.

Data model editor in the application



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Report Component Description Tool for Modifying

Layout

Defines the presentation, formatting, andvisualizations of the data. A report can havemultiple layouts. Different types of layouttemplates are available, for example Exceland RTF.

Depending on the template file type:

• XPT: Layout editor in the application• RTF: Microsoft Word• PDF: Adobe Acrobat Professional• Excel: Microsoft Excel• eText: Microsoft Word

Properties

Specifies formatting and other settings for thereport.

Report editor in the application

What You Can Create or EditThis table gives just a few examples of creating or editing reports.

Task Example

Edit the layout of a report.

Add your company logo to the report output.

Add a new layout to a report.

Design a new layout template that provides less detail than the existing template.

Edit a data model.

Add two fields to the data model used by a report so you can add those new fields to a layout forthe report.

Create a new report based on a newdata model.

Create a new data model based on data from an external system, and create reports using the datamodel.

Related Topics

• Modify Data Models

How You Access and Modify Report ComponentsTo create or edit reports, you must access the business intelligence (BI) catalog. In the catalog, objects of type Reportrepresent the report definition, which includes report properties and layouts. Data models are separate objects in the catalog,usually stored in subfolders called Data Models.

Accessing the BI CatalogYou can access the BI catalog in any of the following ways:

• In the Reports and Analytics work area, click Browse Catalog to open the BI catalog, and find your report or datamodel in the Folders pane.

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• In the Reports and Analytics work area, find your report and select More to go to the report directly in the catalog.The data model associated with the report should be in the Data Models subfolder within the same folder as thereport.

• Sign in to the application directly (for example: http://host:port/analytics/saw.dll) to open the catalog.

• Sign in to the BI Publisher server directly (for example: http://hostname.com:7001/xmlpserver) to open the catalog.

◦ Alternatively, once you are in the catalog using another method, for example, through the Reports andAnalytics work area, change the final node of the URL. For example, change (http://host:port/analytics/saw.dll) to xmlpserver. So the URL you use would be: http://host:port/xmlpserver.

Predefined ReportsA special Customize option is available only:

• For predefined reports, not data models.

• Through direct access to the BI Publisher server using the /xmlpserver URL. When you find your report in the BIcatalog, select Customize from the More menu.

The Customize option automatically creates a copy of a predefined report and stores it in the Shared Folders > Customfolder within the catalog. The new report is linked to the original, so that when users open or schedule the original, they areactually using the copied version.

If you don't have access to the Customize option or don't want the original version linked to the new report, make a copy ofthe predefined report and save it in the Custom folder.

Predefined Data ModelsDon't edit predefined data models. Instead, copy the data model into the Custom folder and edit the copy. You can't create anew data model based on the transactional tables.

Related Topics


• What happens to modified analytics and reports when an update is applied

Using the Customize Option for Predefined Reports: Pointsto ConsiderThe Customize option automatically creates a copy of a predefined report and stores it in the Shared Folders > Customwithin the business intelligence (BI) catalog. The copy includes the report definition, folder structure, and original reportpermissions, and is linked internally to the original report. You can edit the copy of the report, leaving the original report intact.When users open or schedule the original report, they are actually using the newer version.


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Benefits of the Customize OptionIn addition to conveniently copying a predefined report to the Custom folder, the Customize option:

• Makes it unnecessary to update processes or applications that call the report. For example, if the original report isset up to run as a scheduled process, you don't need to change the setup. When users submit the same scheduledprocess, the newer report runs instead of the original.

• Automatically copies the security settings of the original report.

• Removes the risk of patches overwriting your edits. If a patch updates the original report, the newer report is notupdated in any way.

Note: The report still references the original data model. The data model is not copied. A patch thatupdates the data structure of the data model might affect your report.

Accessing the Customize OptionTo access the Customize option:

1. Sign in to the BI server (for example, http://hostname.com:7001/xmlpserver).2. In the Folders pane, select the predefined report.3. Select Customize from the More menu for the report.4. The copied report in the Custom folder opens, so proceed to edit this report.

To edit the copied report again later, you don't need to be in the BI server. Just go to the BI catalog and either:

• Select the Customize or Edit option for the original report.

• Find your report in the Custom folder and select Edit.

Related Topics• Where to Save Analytics and Reports


How Links Between Original and Modified Reports AreManagedThe Customize option for predefined reports creates a copy of the report that is linked to the original. Consider the followingpoints when you work with both the original and modified versions.

Maintaining the Link Between ReportsThe link between the predefined and modified report is based on the name of the modified report and its location within theCustom folder in the business intelligence (BI) catalog.

• If you manually create a report with the same name as a predefined report, and give it the same folder path in theCustom folder, then the new report becomes a version of the original. It would be as if you had used the Customizeoption to create a copy of the predefined report.





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• You can edit the report so that it uses a different data model. But if the original data model is updated later, thenyour newer report doesn't benefit from the change.

Caution: The link to the original report breaks if you rename the modified or original report.

Tasks Performed on Original ReportsThis table describes what happens when you use the original report and a corresponding copied report exists.

Task Performed on the Original Report Result When There Is a Copied Report

Open

Opens the copied report.

Schedule

Creates a report submission for the copied report.

Edit

Edits the copied report.

Delete

Deletes the original report only. If you delete the copied report, the original report is not deleted.

Copy

Copies the original report.

Cut and Paste

Cuts and pastes the original report.

Rename

Renames the original report. The copied report name is not changed.

Caution: This breaks the link between the original and copied reports.

Download

Downloads the copied report.

Customize

Edits the copied report.

History

Opens the job history of the copied report.

Related Topics



Layouts





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Create and Edit Report LayoutsThe layout determines what and how data is displayed on report output. Each report has at least one layout template. Thistopic describes the following aspects of report templates:

• Layout templates

• Layout template types

• Overall process of managing layouts

• Deleting layout templates

Layout TemplatesTo modify a layout, you edit the layout template, which:

• Defines the presentation components, such as tables and labeled fields.

• Maps columns from the data model to these components so that the data is displayed in the correct place.

• Defines font sizes, styles, borders, shading, and other formatting, including images such as a company logo.

Layout Template TypesThere are a few types of template files to support different report layout requirements.

• RTF: Rich text format (RTF) templates created using Microsoft Word.

• XPT: Created using the application's layout editor, these templates are for interactive and more visually appealinglayouts.

• eText: These templates are specifically for Electronic Data Interchange (EDI) and electronic funds transfer (EFT)information.

You can also create and edit other types of templates using Adobe PDF, Microsoft Excel, Adobe Flash, and XSL-FO.

Overall Process to Create or Edit LayoutsEditing or creating report layout, for example using Microsoft Word or the layout editor, involves making the actual changes tothe template file. But that task is just one part of the entire process for modifying layouts.

1. Copy the original report and save the new version in Shared Folders > Custom in the business intelligence (BI)catalog. You create or edit templates for the new copy of the report.

Tip: You can use the Customize option if the original is a predefined report.

2. Review report settings for online viewing.3. Generate sample data for the report.4. Edit or create the layout template file.5. Upload the template file to the report definition. Skip this step if you're using the layout editor.6. Configure the layout settings.

Deleting Layout TemplatesTo remove a layout template for a report:

1. Select your report in the BI catalog and click Edit.



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2. In the report editor, click View a list.3. Select the layout template and click Delete.

Making Reports Available for Online Viewing: ProcedureSome reports are set up so that you can only view them through another application or submit them as scheduled processes.To view your report online while you're editing it, you must define a few settings. When you're done editing your report, makesure that you reset these settings as needed.

Updating Report Properties

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click Properties.3. In the Report Properties dialog box, select Run Report Online and deselect Report is Controlled by External

Application.

Updating Layout Settings

1. Back in the report editor, click View a list.2. Make sure that the View Online check box is selected.

Generating Sample Report Data: ProcedureDepending on the type of report layout changes you're making, sample data can be required or optional. You generatesample data, and then load it for use with your layout so that you can map data fields to layout components. For example, forthe Start Date table column in your layout, you can set it so that the data displayed in that column comes from the Start Datefield in the sample data.

You can generate sample data from the:

• Report data model

• Report viewer

• Scheduler

Generating Sample Data from the Data ModelFollow these steps:

1. Select your data model in the business intelligence (BI) catalog and click Edit. Alternatively:

a. In the catalog, find the report to generate sample data for and click Edit.b. Click the data model name in the report editor.

2. In the data model editor, click View Data.3. Enter values for any required parameters, select the number of rows to return, and click View.4. To save the sample data to the data model, click Save As Sample Data.

If you're designing a .rtf template, click Export to save the file locally.5. Save the data model.



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Saving Sample Data from the Report ViewerFor reports that are enabled for online viewing, you can save sample data from the report viewer:

1. Select the report in the BI catalog.2. Click Open to run the report in the report viewer with the default parameters.3. On the Actions menu, click Export, then click Data.4. Save the data file.

Saving Sample Data from the SchedulerFor reports that are enabled for scheduling (not necessarily as a scheduled process), you can save sample data from thescheduler:

1. Select the report in the BI catalog.2. Click Schedule.3. On the General tab, enter values for any report parameters.4. On the Output tab, ensure that Save Data for Republishing is selected.5. Click Submit.6. Open the Report Job History page.7. On the global header, click Open, then click Report Job History.8. Select your report job name in the Job Histories table.9. On the details page, under Output and Delivery, click the XML Data Download icon button.

Layout Templates

Create and Edit Report Layout Templates Using the Layout EditorThe layout editor in the application provides an intuitive, drag-and-drop interface for creating pixel-perfect reports with PDF,RTF, Excel, PowerPoint, and HTML output. The layout template files you create with this tool have an .xpt extension. Thelayout editor tool is the only editing tool that provides dynamic HTML output. Users can interact with this output in a browser,for example by sorting, applying filters, and so on.

PrerequisiteMake sure that sample data is generated from the data model that your report is using.

Using the Layout EditorTo create or edit XPT templates:

1. Select the report in the business intelligence (BI) catalog and click Edit.2. In the report editor, click Edit to update a template.

Or, click Add New Layout and select a template type in the Create Layout section.3. Create or edit the layout.4. Click Save to save the layout to the report definition.

Set Up for RTF and Excel Report Layout TemplatesYou can use Microsoft Word or Microsoft Excel to create or edit RTF and Excel layout templates, in addition to the layouteditor in the application. If you use Word or Excel directly, you must download and install the appropriate add-in so that theMicrosoft application has the features you need to design report layouts.



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Note: If you're designing a new layout for your report, consider using the layout editor instead unless you are anexperienced layout designer.

Installing the Add-In

1. Open the Reports and Analytics work area.2. Click the Browse Catalog button.3. Click Home.4. In the Get Started pane, click Download BI Desktop Tools.5. Select the add-in for the type of template you're working with.

◦ Template Builder for Word: RTF templates

◦ Analyzer for Excel: Excel templates

6. Save and then run the installer.

Protecting Reports by Using PasswordsYou can assign a password to your report and protect it from unwanted access. You can do this by setting the runtimeproperties at the server level using the Runtime Configuration page. The same properties can also be set at the reportlevel, from the report editor's Properties dialog. If different values are set for a property at each level, then report level takesprecedence.

The following table describes the properties you can use to set passwords for reports in different formats.

Report Format Property Name Description Default Configuration Name

DOCX output

Open password

Use this property tospecify the passwordthat report users mustprovide to open anyDOCX report.

NA

docx-open-password

PPTX output

Open password

Use this property tospecify the password thatreport users must provideto open any PPTX report.

NA

pptx-open-password

XLSX output

Open password

Use this property tospecify the password thatreport users must provideto open any XLSX outputfile.

NA

xlsx-open-password

Creating and Editing RTF Report Layout Templates: ProcedureAn RTF template is a rich text format file that contains the layout instructions to use when generating the report output. UseMicrosoft Word with the Template Builder for Word add-in to design RTF templates.

PrerequisitesInstall the Template Builder for Word add-in, and generate sample data.



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Using Template Builder for WordTo modify an RTF template:

1. If you are editing an existing layout:

a. Select your report in the business intelligence catalog and click Edit.b. In the report editor, click the Edit link of the layout to download the RTF file.

If you are creating a new layout, skip this step.2. Open the downloaded RTF template file in Microsoft Word. Or, if you're creating a new template, just open Microsoft

Word.3. Load the sample data that you generated.4. Edit or create the layout template.5. Save the file as Rich Text Format (RTF).

eText Report Layout Templates: ExplainedAn eText template is an RTF-based report template that is used for Electronic Funds Transfer (EFT) and Electronic DataInterchange (EDI). The template is applied to an input XML data file to create a flat text file that you transmit to a bank or otherorganizations. Use Microsoft Word to create or edit eText templates.

File FormatBecause the output is for electronic communication, not printing, you must follow specific format instructions for exactplacement of data on the template. You design eText templates using tables.

• Each record is represented by a table.

• Each row in a table corresponds to a field in a record.

• The columns of the table specify the position, length, and value of the field.

Special CommandsYou must set up special handling of the data from the input XML file. This table describes the two levels of handling andwhere you declare the corresponding commands.

Level Example Setup

Global

Character replacement Sequencing

Declare global commands in separate setuptables.

Record

Sorting

Declare functions in command rows, in thesame table as the data.

Upload the Layout Template File to the Report DefinitionIf you're creating or editing a report layout using the layout editor, the layout is automatically saved to the report definition, soyou can skip this step. For all other layout types, for example RTF, upload the template file to the report definition after you'redone making layout changes.



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Uploading the Template File

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click View a list.3. In the table that lists the layouts, click Create.4. Click Upload in Upload or Generate Layout.5. In the Upload Template File dialog box:

a. Enter a layout name.b. Browse for and select the layout template file that you created or edited.c. Select the template file type.d. Select the locale, which you can't change once the template file is saved to the report definition.e. Click Upload.

6. Save the report definition.

Configuring Layout Settings for Reports: ProcedureAs part of creating or editing layout, you can set report properties related to layout. These settings determine, for example,which layouts users can choose from when viewing or scheduling the report. The settings apply only to your report.

Setting Layout Properties

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click View a list.3. Set layout properties, some of which are described in this table.

Setting Usage

Output Formats

Depending on the requirements for a report, you may want to limit the output file formats (forexample. PDF or HTML) that users can choose. The available output formats vary depending onthe template file type.

Default Format

When multiple output formats are available for the report, the default output format is generatedwhen users open the report in the report viewer.

Default Layout

When multiple layouts are available for the report, you must select a default layout to present itfirst in the report viewer.

Active

Active layouts are available for users to choose from when they view or schedule the report.

View Online

Select this check box so that layouts are available to users when they view the report. Otherwise,the layout is available only for scheduling the report.

4. Click Save Report.



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New Reports

Create ReportsCreate a report when the predefined reports don't provide the data you need. Or, if you want to use a predefined data model,and also want to change other aspects of the report other than layout. Save your report to Shared Folders > Custom in thebusiness intelligence catalog. Saving content in the Custom folder is the only way to ensure that the content is maintainedupon upgrade.

Creating a Report

1. Open the Reports and Analytics work area, and .2. Click click New and select Report.3. Select the data model to use as the data source for your report.

Note: Be sure that the data model you select has been validated. If you select a data model that hasnot been validated or has errors, when the report is run it will error indicating that the data model has notbeen validated or has an invalid status. To override this warning for a report, select the Ignore Data ModelValidation Error option in the report properties.

4. Continue with the wizard to create the report layout, or choose to use the layout editor and close the wizard.5. Define the layout for the report.6. Click the Properties button in the report editor to set specific formatting, caching, and processing options for your

report, including overriding data model validation errors.

Setting Up AccessYou or your administrator can:

• Create a job definition so that users can run your report as a scheduled process.

• Secure general access to your report and its job definition, if any.

Related Topics• How You Set Up Reports to Run as Scheduled Processes

• Set Up Reports for Scheduling


Change the Branding Logo in a Predefined Project PerformanceReporting RTF Report TemplateThe Update Project Performance Data report layout includes a standard Oracle logo in the report header. You want to replacethe Oracle logo with your own logo.

The following table summarizes the key decisions for this scenario.




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Decisions to Consider In This Example

What version of Microsoft Word are you using?

Microsoft Word 2007

What image do you want to use as your logo?

O_ FusionApps_ ProjectPortfolioMgmt_ clr.gif

Which data model do you need to download sample report datafrom?

SummarizationDM

Do you want to preview the changed template?

Yes

Prerequisite1. Install the Template Builder for Word add-in, and download sample data (save it locally).

Changing the LogoTo change the logo in the report output:

1. Select the Update Project Performance Data Execution Report in the BI catalog and click Edit.2. In the report editor, click the Edit link of the Update Project Performance Data Execution Report layout to download

the RTF file.3. Open the RTF file in Microsoft Word.4. In the BI Publisher tab, click Sample XML in the Load Data group, and select sample data that was saved from

the data model.5. In the template, delete the Oracle logo and the text Fusion Projects and Project Performance Reporting.6. On the Insert tab in the Illustrations group, click Picture.7. Select the O_FusionApps_ProjectPortfolioMgmt_clr.gif file and insert it into the Word document.8. Resize the image if you need to.9. If the template file includes section breaks, you must insert the new logo for each section header.

10. In the Oracle BI Publisher tab, in the Preview group, click PDF. You can preview the PDF output that's generatedwith the sample data that you loaded.

Reports

Process Output ReportsThis topic lists the business intelligence publisher reports available in Oracle Project Portfolio Management. You can use thesereports to review your processed data in a predefined format and print them.

The following table lists the available process output reports.

Report Name Report Description Process Name Intended User

Absence Management TransferProcessing Report

Report for the process that loadsnew, updated, or withdrawnabsence records from OracleAbsence Management to ProjectExecution Management.

Initiate Absence RecordsTransfer to Oracle Fusion ProjectExecution

Resource Manager



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Accounting and ProjectAccounting Periods CloseExceptions Report

Report for the processes thatclose accounting or projectaccounting periods. Also displays unprocessedtransactions and conditionsthat prevent the closing ofaccounting or project accountingperiods.

Close Accounting Period Close Project Accounting Period Accounting Period CloseExceptions Report Project Accounting Period CloseExceptions Report

Project Accountant Grants Accountant

Adjust All Expenditure ItemsExecution Report

Report for the process thatprovides a summary of theadjusted expenditure items andadjustment exceptions.

Adjust All Expenditure Items


Award Import Excel Report

Report for the process thatimports awards, award projects,award funding, and award subobjects from the open interfacetable. Displays the list of error detailsfor the rejected awards, awardprojects, award funding, andother award sub objects.

Import Awards

Project Application Administrator Project Integration Specialist

Billing Event Upload Error Report

Report for the process thatcreates contract billing events inOracle Project Billing based onthe data loaded into the openinterface table.

Import Project Billing Events

Project Billing Specialist

Build New Organization BurdenMultipliers Execution Report

Report for the process thatadds burden multipliers for anew organization to burdenschedules after the organizationis added to the organizationhierarchy.

Build New Organization BurdenMultipliers


Change Project and TaskOrganizations Execution Report

Report for the process thatreassigns all projects in oneorganization to a differentorganization, or changes theorganization on a single projectand optionally cascades thechanges to the project tasks. Used particularly when theenterprise is undergoingreorganization.

Change Project and TaskOrganizations

Business Unit Administrator

Create Periodic Capital EventsExecution Report

Report for the process thatgroups unprocessed assetsand costs for capital projectsbased on the in-service date,expenditure item date, andproject, and then associates the

Create Periodic Capital Events




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groups of unprocessed assetsand costs with the event period.

Delete Allocation TransactionsExecution Report

Report for the process thatdeletes all transactions for a draftallocation.

Delete Allocation Transactions


Delete Capitalized InterestTransactions Execution Report

Report for the process thatdeletes the selected capitalizedinterest batch that is in draftsuccess status.

Delete Capitalized InterestTransactions


Delete Cost Transactions Report

Report for the processthat deletes rejected or allunprocessed project costtransactions in an expenditurebatch.

Delete Cost Transactions

Project Accountant Project Manager

Delete Unreleased InvoicesExecution Report

Report for the process thatdeletes draft, approved, andrejected project contractinvoices.

Delete Draft, Approved, andApproval Rejected Invoices

Project Billing Specialist Grants Accountant

Denormalize OrganizationHierarchies Execution Report

Report for the process thatconverts all hierarchical lists oforganizations specified in thebusiness unit implementationoptions into flat lists to enhanceperformance throughout theProject Financial Managementapplication.

Denormalize OrganizationHierarchies

Project Application Administrator

Generate Borrowed and LentAmounts Execution Report

Report for the process thatcreates borrowed and lentdistributions for cross-chargetransactions within a legal entity.

Generate Borrowed and LentAmounts: Generate OutputReport


Export Invoice Data Report

Report for the process thatexports released project contractinvoice details to third-partyreceivables applications.

Export Invoice Details


Export Revenue Data Report

Report for the process thatexports project contract revenuedistributions to third-partygeneral ledger applications.

Export Revenue Details


Federal Financial Report

Federal report that tracks thesummary transactions for anaward, the amount spent orreceived, and the outstandingobligation amount.

Generate Federal FinancialReport




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Oracle Fusion ProjectsCoexistence Cross-Charge DataReport

Report for the processthat extracts cross-chargedistributions for accounting inthird-party applications. Theexport status of such cross-charge distributions is updated inthe application.

Extract Cross-ChargeDistributions for ExternalAccounting

Project Accountant

Oracle Fusion ProjectsCoexistence Data Output Report

Report for the process thatextracts cost distributionsfor accounting in third-partyapplications. The export statusof such cost distributions isupdated in the application.

Extract Cost Distributions forExternal Accounting

Project Accountant

Generate Allocations ExecutionReport

Report for the process thatgenerates an allocation for thespecified allocation rule.

Generate Allocations


Generate Asset Lines ExecutionReport

Report for the process thatcreates summarized asset linesfor capital assets and retirementadjustment assets based onthe asset line grouping methoddefined for the project.

Generate Asset Lines


Generate Burden CostsExecution Report

Report for the process thatsummarizes burden costs forexpenditure items and thencreates and processes separateexpenditure items for burdencosts.

Generate Burden Costs


Generate Capitalized InterestTransactions Execution Report

Report for the process thatcalculates capitalized interestand generates transactions foreligible projects and tasks.

Generate Capitalized InterestTransactions


Generate Financial Plan AmountsExecution Report

Report for the process thatgenerates working versions ofbudgets or forecasts based onexisting financial or project plans.

Generate Financial Plan Amounts

Project Manager

Generate Invoices ExecutionReport

Report for the process thatcreates invoices for projectcontract customers according tocontractual terms.

Generate Invoices


Generate KPI Values ExecutionReport

Report for the process thatgenerates KPI values anddetermines overall project healthstatus.

Generate KPI Values

Project Manager

Generate Revenue ExecutionReport

Report for the process thatrecognizes project contract

Generate Revenue

Project Accountant



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revenue according to contractualterms by creating revenuedistributions.

Grants Accountant

Grants Personnel Import Report

Report for the process thatimports grants personnel andrelated data. Displays the listof details for the rejected andsuccessfully imported grantspersonnel and related data.

Import Grants Personnel


Grants Personnel ImportRejections Report

Report for the process thatimports grants personnel andrelated data. Displays the listof error details for the rejectedgrants personnel and relateddata.

Import Grants Personnel


Identify Cross-ChargeTransactions Execution Report

Report for the process thatidentifies cross-chargetransactions and classifies themas intercompany or borrowedand lent.

Identify Cross-ChargeTransactions: Generate OutputReport

Project Accountant Grants Accountant Project Billing Specialist

Import Awards Report

Report to track the status ofthe Import Awards process thatimports award data from theopen interface table. The award data includescreating of awards, awardprojects, award funding, andother related details.

Import Awards


Import Budget Report

Report for the process thatimports budget versions from theopen interface table. Displaysthe list of error details for therejected budget versions.

Import Project Budgets


Import Costs Execution Report

Report for the process thatcreates expenditure itemsand cost distributions for thetransactions in the open interfacetable.

Import Costs


Import Cost Rejections Report Report for the process that

identifies the project costtransactions which are rejectedby the Import Costs processwhile importing transactionsusing the file-based data importfeature and the reasons forrejection.

Import Costs




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The report name varies asfollows based on the type of theimported transactions:

• Import Project ExpenseCost Rejections

• Import Project InventoryCost Rejections

• Import Project LaborCosts Rejections

• Import ProjectMiscellaneous CostRejections

• Import Project NonlaborCost Rejections

• Import Project SupplierCost Rejections

Import Financial Project PlanReport

Report for the process thatimports financial project planversions from the open interfacetable. Displays the list of error detailsfor the rejected financial projectplan versions.

Import Financial Project Plan


Import Forecast Report

Report for the process thatimports forecast versions fromthe open interface table. Displaysthe list of error details for therejected forecast versions.

Import Project Forecasts


Import Funding Sources Report

Report for the process thatimports grants funding sourcesand related data. Displays thelist of details for the rejected andsuccessfully imported grantsfunding sources and relateddata.

Import Funding Sources


Import Funding SourcesRejections Report

Report for the process thatimports grants funding sourcesand related data. Displays the listof error details for the rejectedgrants funding sources andrelated data.

Import Funding Sources


Import Project Budget ExecutionReport

Report for the process thatimports budget versions from theopen interface table. Displays the list of budgetversions that are importedsuccessfully and error details forthe rejected budget versions.

Budget Import Execution Report




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Import Project EnterpriseResources Execution Report

Report for the process thatimports project enterpriseresources from the openinterface table and createsproject enterprise resources.

Import Project EnterpriseResources


Import Project Plan ExecutionReport

Report for the process thatimports projects and tasks fromthe open interface table andcreates projects and tasks.

Import Project Plan

Project Manager Project Administrator Project Integration Specialist

Import Project Rate SchedulesReport

Report for the process thatimports project rate schedulesand associated person, job,nonlabor, and resource classrates from the open interfacetable. Displays the list of project rateschedules and rates that areimported successfully and errordetails for the rejected rateschedules and rates.

Import Project Rate Schedules


Import Project Report

Report for the process thatimports projects from the openinterface table. Displays the list of projects thatare imported successfully anderror details for the rejectedprojects.

Import Projects

Project Administrator Grants Administrator

Import Project ResourceAssignments Execution Report

Report for the process thatimports project resourceassignment data from the openinterface table and createsproject resource assignments.

Import Project ResourceAssignments

Resource Manager

Import Project ResourceRequests Execution Report

Report for the process thatimports project resource requestdata from the open interfacetable and creates projectresource requests.

Import Project ResourceRequests


Import Project Tasks Report

Report for the process thatimports project tasks from theopen interface table. Displays the list of project tasksthat are imported successfullyand error details for the rejectedproject tasks.

Import Project Tasks

Project Administrator Grants Administrator

Import Resource Actual HoursExecution Report

Report for the process thatimports resource actual

Import Resource Actual Hours




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hours data from the openinterface table and creates timetransactions.

Import Resource Pools andMemberships Execution Report

Report for the process thatimports resource pool and poolmembership data from the openinterface and creates resourcepools and memberships.

Import Resource Pools andMemberships

Implementation Administrator Resource Manager

Maintain Project EnterpriseLabor Resources Output Report

Report for the process thatimports Cloud HCM resourcesto create project enterpriseresources. Displays the list of resourcesthat are imported successfully,resources exceptions, andupdates made to name andemail of project enterpriseresources.

Maintain Project EnterpriseLabor Resources


Maintain Project PerformanceData Execution Report

Report for the process thatimproves performance duringproject performance datasummarization by purgingunused or deleted dimensionmembers and summaries,reordering data, merging OracleEssbase incremental slices,and optionally deleting projectperformance data.

Maintain Project PerformanceData


Open Accounting and ProjectAccounting Periods ExecutionReport

Report for the processesthat update the status of theaccounting or project accountingperiods to open.

Open Accounting Period Open Project Accounting Period


Reclassify Billing Offset BalancesExecution Report

Report for the process thatcreates reclassificationaccounting transactions toeffectively net the unbilledreceivables and deferred revenuebalances together into a singlebalance.

Reclassify Billing Offset Balances


Recalculate Burden CostAmounts Execution Report

Report for the process thatidentifies expenditure itemsimpacted by a burden scheduleversion change and processesthe resulting burden costrecalculation adjustments.

Recalculate Burden CostAmounts


Release Allocation TransactionsExecution Report

Report for the process thatrelease and processes allocationand offset transactions for a draftallocation.

Release Allocation Transactions

Project Accountant



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Release Capitalized InterestTransactions Execution Report

Report for the processthat releases a capitalizedinterest batch that is in draftsuccess status and createsexpenditure items for the interesttransactions.

Release Capitalized InterestTransactions


Reverse Allocation TransactionsExecution Report

Report for the process thatcreates and processestransactions to reverse areleased allocation.

Reverse Allocation Transactions


Reverse Capitalized InterestTransactions Execution Report

Report for the process thatreverses a capitalized interestbatch that is in releasedstatus and creates reversaltransactions.

Reverse Capitalized InterestTransactions


Sweep Transaction AccountingEvents Execution Report

Report for the processthat sweeps unaccountedtransactions into the next openor future-enterable accountingperiod so that the current periodcan be closed.

Sweep Transaction AccountingEvents


Transfer Assets to Oracle FusionAssets Execution Report

Report for the process thatcreates one additional linefor each capital asset line orretirement cost line in OracleProject Costing and transfersthese lines to Oracle Assets tobecome fixed assets or groupretirement reserve adjustments.

Transfer Assets to Oracle FusionAssets


Transfer Invoice Details toReceivables Execution Report

Report for the process thattransfers released projectcontract invoices to the OracleReceivables interface tables.

Transfer Invoice Details toReceivables


Update Asset Details fromOracle Fusion Assets ExecutionReport

Report for the process thatidentifies assets and asset lines.Updates asset number andasset period in which theseassets and asset lines areposted.

Update Asset Details fromOracle Fusion Assets


Update Financial Project Planand Progress Execution Report

Report for the process thatgenerates working versions ofbudgets or forecasts based onexisting financial or project plans.

Update Financial Project Planand Progress

Project Manager Project Administrator

Update Invoice Details fromReceivables Execution Report

Report for the processthat identifies whetherproject contract invoices aresuccessfully transferred to the

Update Invoice Details fromReceivables




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Oracle Receivables application,updates the receivables invoicenumber in the Project FinancialManagement application, andtriggers currency conversion andsummarization.

Update Project ContractPerformance Data ExecutionReport

Report for the process thatsummarizes contract revenueand billing data for projectperformance reporting.

Update Project ContractPerformance Data

Project Manager

Update Project PerformanceData Execution Report

Report for the processthat summarizes projectcost, budget, forecast, andcommitment data for projectperformance reporting.

Update Project PerformanceData

Project Manager Project Administrator

Update Project Plan DataExecution Report

Report for the process thatupdates the project plan withsummarized amounts fromactual cost transactions.

Update Project Plan Data

Project Manager

Update Resource Rates forProject Enterprise ResourcesExecution Report

Report for the process thatupdates project enterpriseresource rates from resourcerate schedules.

Update Resource Rates forProject Enterprise Resources

Resource Manager

Update Work Type ExecutionReport

Report for the process thatprovides a summary of thenumber of updated objects withwork type details. The updated objects areprojects, tasks, expenditureitems, and cost distributions.

Update Work Type


Accounting and Project Accounting Periods Close ExceptionsReportsThis topic provides an overview of the Accounting and Project Accounting Periods Close Exceptions reports.

OverviewYou can review the unprocessed transactions and other conditions that prevent accounting or project accounting periodsfrom being closed by using the Accounting and Project Accounting Periods Close Exceptions reports. Multiple reports aregrouped under the Accounting and Project Accounting Periods Close Exceptions reports as listed below.

• Close Accounting Period Execution Report

• Close Pending Accounting Period Execution Report

• Close Project Accounting Period Execution Report



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• Close Pending Project Accounting Period Execution Report

• Accounting Period Close Exceptions Report

• Project Accounting Period Close Exceptions Report

Key InsightsThese reports answer the following business questions:

• What must be done before I can close the periods?

• Are there any issues which will prevent me from closing the periods?

• Which unprocessed transactions can prevent the periods from being closed?

Frequently Asked QuestionsThe following table lists the frequently asked questions about these reports.

FAQ Answer

How do I find these reports?

• Reports and Analytics - Shared Folders - Projects - Project Cost - Accounting• Cost Work Area - Tasks - Reporting• Revenue Work Area - Tasks - Reports

How do I generate these reports? Using the following processes:

• Close Accounting Period• Close Project Accounting Period• Accounting Period Close Exceptions Report• Project Accounting Period Close Exceptions Report

Who uses these reports?


When do I use these reports?

When you need to close accounting or project accounting periods.

What can I do with these reports? You can:

• Confirm that the status of the accounting period has been updated to close or close pending.• Confirm that the status of the project accounting period has been updated to close or close

pending.• Identify unprocessed cost transactions, unaccounted cost transactions, and transactions

which exist in account payables but haven't been imported into project costing that preventaccounting and project accounting periods from being closed.

What type of reports are these?

Oracle Business Intelligence Publisher



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Process Parameters for the ReportsThe following table lists the parameters you must provide for the various processes that generate these reports.

Report Process Process Parameters Values

Close Accounting PeriodExecution Report

Close Accounting Period

• *Ledger• *Processing Action• *Period• Report Style

• Ledger name from list ofvalues

• Accounting period close• Accounting period for the

ledger from list of values• Detail

Summary

Close Pending AccountingPeriod Execution Report

Close Accounting Period



• Accounting period closepending

• Accounting period for theledger from list of values

• Detail

Summary

Close Project Accounting PeriodExecution Report

Close Project Accounting Period



• Project accounting periodclose

• Project accounting periodfor the ledger from list ofvalues

• Detail

Summary

Close Pending ProjectAccounting Period ExecutionReport

Close Project Accounting Period



• Project accounting periodclose pending

• Project accounting periodfor the ledger from list ofvalues

• Detail

Summary

Accounting Period CloseExceptions Report

Accounting Period CloseExceptions Report

• *Ledger• *Period• Report Style• Transaction Category


• Accounting period for theledger from list of values

• Detail

Summary• Cross-charge

transactions

Expenditure transactions

Inventory transactions

Receipt accrualtransactions

Revenue transactions



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Report Process Process Parameters Values

Supplier invoicetransactions

Project Accounting Period CloseExceptions Report

Project Accounting Period CloseExceptions Report

• *Business Unit• *Period• Report Style• Transaction Category

• Business unit name fromlist of values

• Project accounting periodfor the business unit fromlist of values

• Detail

Summary• Cross-charge

transactions

Expenditure transactions

Inventory transactions

Receipt accrualtransactions

Revenue transactions

Supplier invoicetransactions

The following processes always trigger the Validate Pending Inventory and Receipt Transactions process:

• Close Accounting Period

• Close Project Accounting Period

The following processes for inventory or receipt accrual transactions always trigger the Validate Pending Inventory andReceipt Transactions process:



The following processes have the processing mode set to Update:

• Close Accounting Period

• Close Project Accounting Period

The following processes have the processing mode set to Review:



Federal Financial ReportThis topic provides an overview of the Federal Financial Report.

OverviewYou can use the Federal Financial Report to view and print award financial information in a standard layout defined by thefederal agency. Using this report you can track the summary transactions for an award, the amount spent or received, andthe outstanding obligation amount.



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• What is the cumulative amount of actual cash received that you need to report to the federal agency?

• What is the cumulative amount of federal fund disbursements that you need to report to the federal agency?

• What is the total funds authorized, total expenditures, and total unliquidated obligation that you need to report to thefederal agency?

Frequently Asked QuestionsThe following table lists the frequently asked questions about this report.

FAQ Answer

How do I find this report?

Report and Analytics - Shared Folders - Projects - Grants Management - Award

How do I generate this report?

Using the Federal Financial Report process

Who uses this report?


When do I use this report?

When you need to view and print award financial information in the standard federal format.

What can I do with this report? You can view the following information and print the report.

• Federal agency details• Recipient details• Project or grant period• Transactions:

◦ Federal cash amount

◦ Federal expenditures and unobligated balance

◦ Recipient share

◦ Program income

What type of report is this?


Process Parameters for the ReportThe Federal Financial Report process accepts the following parameters:

Parameter Values

* Generate Report

• Multiple awards• Single award

* Business Unit

List of values, for example, Vision City Operations

* Award Name List of values for the selected business unit, for example, Oncology Research Award



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Parameter Values

Sponsor

List of values of federal sponsors You must enter a value for this parameter if you choose to generate the report for multiple awards.

Institution

List of values defaulted to selected business unit You must enter a value for this parameter if you choose to generate the report for multiple awards.

* Certifying Official

List of values, for example, Amy Marlin

* Report Date

Default value set to current date

* Period End Date

Date, for example, 11/11/2014

* Report Type

• Annual• Final• Quarterly• Semiannual

Total Recipient Share Required

Amount, for example, 1,000.000

Total Federal Program Income


Program Income Expended inAccordance with the DeductionAlternative


Program Income Expended inAccordance with the Addition Alternative


Comments

Text notes

Preview Invoice ReportThis topic provides an overview of the Preview Invoice report.

OverviewYou can review invoice information in a specific format using the Preview Invoice feature in the Invoices work area beforeprinting the invoice or sending it to account receivables. To preview the invoice, you must select the:

• Invoice format template in which you want to preview the invoice. For example, Services Standard Invoice Report,and so on.

You can create your own format templates for your invoices.

• Output format in which you want to preview the invoice. For example, HTML, PDF, RTF, and so on.



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To generate the Preview Invoice report in PDF format, you must install Adobe Acrobat Reader. You can download itfrom http://adobe.com.


• Which cost transactions and billing events are billed through the invoice?

• Are the transactions billed at the correct rates?

• Are the invoice line descriptions well formatted and do they provide the requested information?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Project Billing

How do I generate this report? Invoices Work Area - Invoice Processing Status:

• Draft Invoices - Actions - Preview• Submitted Invoices - Actions - Preview• Released Invoices - Actions - Preview

Alternatively, click the Preview button on Draft Invoices, Submitted Invoices, and Released Invoicestabs in the Invoice Processing Status region of the Invoices work area.

Click the Preview button on the Edit Invoices page for draft invoices or on the Invoice Details pagefor submitted, accepted, and released invoices.

Click Preview on the invoices on the Manage Project Invoices page of the Projects work area.


• Grants Accountant• Project Billing Specialist• Project Manager


When you need to preview the invoice before printing or sending it to account receivables.

What can I do with this report? You can view the following information:

• Contract terms• Invoice date• Invoice line details• Project summary• Total billed amount



How do I modify this report?

Sign in to Oracle BI Publisher to edit the layout and properties of the predefined Services InvoiceReport or the Services Standard Invoice Report. You can also modify the predefined EmailAttachment Invoice Template, which is used for attaching a preview of a project contract invoice to



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FAQ Answer

an invoice approval workflow notification. After you complete modifying the Preview Invoice Reportin the BI Publisher, mark the Manage Invoice Templates task as complete in Setup and Maintenancework area.

You must select a single invoice to generate the Preview Invoice report. You can't generate the report if you select multipleinvoices in the Invoices work area.

Preview SF270 ReportThis topic provides an overview of the Preview SF270 federal report.

OverviewYou can use the Preview SF270 report to request only for reimbursements on federal grant awards which aren't sponsoredthrough letters of credit.

Key InsightsThis report answers the following business question:

• What is the reimbursement amount to request, as of a certain period, from the federal agency?

Frequently Asked QuestionsThe following tables lists the frequently asked questions about this report.

FAQ Answer


Reports and Analytics - Shared Folders - Projects - Project Billing

How do I generate this report?

• Using the Generate Invoices process• Manage Invoices - Review SF 270


• Grants Accountant• Project Billing Specialist

When do I use this report? When you need to:

• Request for reimbursements on federal grant awards which aren't sponsored through lettersof credit

• Display current and previously billed transactions, and cost sharing details in a standardfederal format

What can I do with this report? You can view the following information in the report:

• Bill From and Bill To• Type of payment requested• Basis of request• Federal sponsoring agency and organization to which the SF270 invoice is submitted• Federal grant or other identification number assigned by the federal agency• Partial payment request number



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FAQ Answer

• Employer identification number• Recipient account number• Period covered by the request• Recipient organization name and address• Federal amount of reimbursement• Total program outlay to date• Cumulative Program Income• Estimated net cash outlay for advance period• Federal and non-Federal share of the cost• Additional notes



PrerequisitesBefore you can generate and review your invoice in the SF270 report format, you must:

• Implement Grants Management application for the business unit to which the invoice contract belongs.

• Select SF270 as the invoice format in the contract bill plan.

• Create your invoice contract as an award contract.

• Select only a single invoice to preview.

Create Accounting Transactions Execution ReportThis topic provides an overview of the Create Accounting Transactions Execution Report.

OverviewYou can use the Create Accounting Transactions Execution Report to review the reclassification of accounting transactions toeffectively net unbilled receivables and deferred revenue balances together into a single balance.


• What are the summary results of the reclassify billing offset balances process?

• What errors were encountered attempting to reclassify billing offset balances?

• What billing offset reclassification accounting transactions were successfully created by the process?


FAQ Answer


Report and Analytics - Shared Folders - Projects - Project Revenue



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FAQ Answer

How do I generate this report? Using the Create Accounting Transactions process from:

• Revenue Work Area - Tasks - Accounting• Scheduled Processes - Schedule New Process




When you need to group the unbilled receivables and deferred revenue balances into a singlebalance.

What can I do with this report? You can view the following information and print the report.

• Reclassification errors• Reclassification warnings• Successful reclassifications



Process Parameters for the ReportThe Reclassify Billing Offset Balances process accepts the following parameters.

Parameter Values

*Business Unit

List of values, for example, Vision Operations

*Accounting Period

List of values, for example, 2009-AUG

Contract Type

List of values

Revenue Method Classification

• Rate Based• Amount Based• Percent Complete• Percent Spent• As Incurred• As Billed

Contract Number

List of values

Contract Line Number

List of values

*Generate Success Report

• Yes• No



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Sweep Transaction Accounting Events Execution ReportThis topic provides an overview of the Sweep Transaction Accounting Events Execution Report.

OverviewYou can use the Sweep Transaction Accounting Events Execution Report to review unaccounted transactions that are movedinto the next open or future-enterable accounting period so that the current period can be closed.


• Are there transactions which need to be accounted before I can close the period?

• If I run the Sweep Transaction Accounting Events process, which transactions are moved from the current periodinto the next open period?

• What's the result of the Sweep Transaction Accounting Events process?


FAQ Answer


Report and Analytics - Shared Folders - Projects - Project Cost - Accounting

How do I generate this report? Using the Sweep Transaction Accounting Events process from:

• Revenue Work Area - Tasks - Accounting• Scheduled Processes - Schedule New Process




When you need to close a period that has unaccounted transactions.

What can I do with this report?

You can review the output of the Sweep Transaction Accounting Events process and print thereport.



Process Parameters for the ReportThe Sweep Transaction Accounting Events process accepts the following parameters.

Parameter Values

*Ledger

List of values, for example, Vision City



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Parameter Values

Business Unit

List of values, for example, Vision Operations

*Accounting Period

List of values, for example, Jan-06

Source Application

• Project Billing• Project Costing

*Process Mode

• Review• Update



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Chapter 7Analytics and Reports Management

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7 Analytics and Reports Management

Scheduling Analytics and Reports

How You Set Up Reports to Run as Scheduled ProcessesYou can create a job definition for predefined or modified reports so that users can run them as scheduled processes.Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create job definitions.Otherwise, users can open reports (which are set up to be run online) through the Reports and Analytics work area or paneltab, or open and schedule them from the business intelligence catalog.

General Job Definition InformationThis table describes the general information to enter for your job definition.

Field What You Enter

Job Type

BIPJobType

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, for example:Custom/ <Family Name>/ <Product Name>/<Report File Name>.xdo. Make sure to include the .xdo extension for the report definition.

Default Output

A default output format.

ParametersYou can define parameters to be available to users when they submit scheduled processes based on your job definition.When users run the scheduled process, the values they enter for the parameters:

• Are passed to the data model that the report is using.

• Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model. For example, the data model hasparameters in this order:

• P_START_DATE

• P_END_DATE

• P_CURRENCY

You create parameters as follows:

• Start Date

• End Date

• Currency



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Note: Because you define parameters using the list of values sources from the Define Custom EnterpriseScheduler Jobs task, you should not define lists of values in the data model.

User PropertyThe only user property you must define is EXT_PortletContainerWebModule. Only lists of values associated with the applicationthat you select are made available for parameters in this job definition.

Related Topics


• Create Reports

Set Up Reports for SchedulingYou can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes andother work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area andpanel tab, then you must configure properties for the corresponding reports.

Enabling a Report for SchedulingTo enable scheduling in the Reports and Analytics work area and panel tab:

1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.2. Click Properties.3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job PackageName

The path for the job definition, for example: / oracle/ apps/ ess/<product family>/ <product>/<business area>/ Jobs

Enterprise Scheduler Job DefinitionName

The job definition name (not display name), for example: ABCDEFG

Related Topics

• Set Up the Reports and Analytics Panel Tab

• How You Access and Modify Report Components

Adding Analyses to Application Pages




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Add an Analysis to the Project Performance DashboardThis example shows how to add an analysis to the Project Performance Dashboard. This dashboard is a page in theapplication, not a dashboard in the business intelligence (BI) catalog.

You can add predefined or user-defined analyses to any desktop page that you can personalize or edit.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add to the dashboard?

Project Income Statement

Caution: Ensure that the analysis doesn't query a largenumber of records. If it is, then the Project PerformanceDashboard page can take a long time to open after you add theanalysis.

Do you have to change the layout of the page?

Yes, to a two-column layout that is wider on the right side.

Note: The one- or two-column layout gives enough space toproperly display analyses.

Do you want all or only one view of the analysis?

All views.

Are these changes for you only, or for all users of the ProjectPerformance Dashboard?

You only.

Adding an Analysis1. Open the Project Performance Dashboard.2. Click your name in the global header and from the Administration submenu select Edit Pages....3. You need to be in an active sandbox session to add an analysis. Activate a sandbox if you're not already in a

sandbox session. Click Activate Sandbox.If you are already in an active sandbox session, steps 3 to 7 are not required.

4. On the Manage Sandboxes window, select a sandbox and click Set as Active.5. After you activate the sandbox, the application redirects you to the home page. On the Warning window, click Yes

to continue.6. Open the Project Performance Dashboard.7. Click your name in the global header and from the Administration submenu select Edit Pages....8. Click Change Layout and select the Two columns, narrow left option.9. Click Add Content for the wider column.

The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.10. Click through the folders in the catalog until you see the Project Financials Sample Reports folder. Click the name of

the analysis in this folder, and click Add to include all views of the analysis.

If you click Open or Project Income Statement, you can select a specific view to add.



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11. Click Close after you see the analysis added to the top of the wider column on the dashboard.12. Click Close to close the composer view and view the dashboard.


Chapter 8Maintenance and Migration

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8 Maintenance and Migration

How to Tune Performance for Analytics and ReportsWhen you create analytics and reports, don't use blind queries and include sufficient filters when creating analytics or reportswith hierarchies.

Blind QueriesAvoid blind queries because they are performed without filters and therefore fetch large data sets. Performance could bean issue with these queries and can easily overload the application. All Transactional Business Intelligence queries on largetransaction tables must be time bound. For example, include a time dimension filter and additional filters to restrict by keydimensions such as worker. In addition, apply filters to columns that have database indexes in the transaction tables. Thisensures a good execution plan is generated for the Business Intelligence query.

Hierarchies and Trees in Transactional Business IntelligenceQueries on trees and hierarchical dimensions such as manager can have an impact on performance. Transactional BusinessIntelligence uses a column-flattening approach to quickly fetch data for a specific node in the hierarchy. Still, because thereis no pre-aggregation for the different levels of the hierarchy, carefully craft any query involving hierarchies to ensure thatsufficient filters are applied to keep the result set small.

Review SQL Statements Used in AnalysesYou can review logical and physical SQL statements using either of the following procedures.

Logical and Physical SQLLogical SQL is non-source specific SQL that is issued to the Oracle BI Server for an analysis. Logical queries use columnnames from the Presentation Layer in the repository (RPD) metadata. Based on the logical request, the BI Server issuesoptimized source-specific SQL to the actual data sources in the Physical Layer of the repository metadata. If you have properadministrative privileges, you can review both logical and physical SQL for analyses.

Using Analysis in Edit Mode

1. Open the analysis in Edit mode and click the Advanced tab.2. In the SQL Issued section, review the logical SQL statement.

Using Administration Page

1. On the Administration page, in the Session Management section, click the Manage Sessions link.



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Note: You must be a Business Intelligence Administrator to access the Administration and ManageSessions page.

2. On the Manage Sessions page, in the Action column, click the View Log link to review the SQL statement.

Move Analyses and ReportsYou can archive to bundle the entire catalog, specific folders, or multi component objects as a .catalog file and uploadthe .catalog file to unarchive the data to another location in the catalog. Use the archive process to transfer specific dataacross environments, for example from a development environment to a production environment.

Creating an Archive

To create an archive file:

1. Locate the object in the catalog.2. Select More and then select Archive.3. In the Archive dialog box, select one or more of the following options:

◦ Keep Permissions: Maintain the object or folder's existing permissions. If you do not select this option, thenthe archiving process does not include any permissions. Upon unarchiving, the parent folder's permissions areassigned to all of the objects and folders.

◦ Keep Time stamps: Maintain the Creation Time, Last Modified, and Last Accessed times assigned to theobject or folder. Upon unarchiving, the LastModified time is updated to indicate the time at which the objector folder is unarchived. If you select this option, the Old option in the Paste Overview area of the Preferencesdialog box is available when unarchiving. You use the Old option to overwrite existing catalog items that areolder than the catalog items in the archive.

If you do not select this option, then the archiving process does not include time information and the Oldoption in the Paste Overview area of the Preferences dialog box is not available.

4. Click OK to download the archive file.

Moving a File to a New Location

To unarchive a file:

1. Select the folder in the catalog where you want to upload the archived file.2. In the Tasks pane click Unarchive.3. In the Unarchive dialog box, browse for and select the archive file.4. Use the Replace option to specify whether to replace an existing folder or object with the same name.

◦ All: Select this option to replace any existing folders or objects with the same names as folders or objectsincluded in the archive file that you are uploading.

◦ Old: Select this option to replace folders or objects except those folders or objects that exist, unless they areolder than the source.

◦ None: Select this option to add any new folders or objects, but preserve any existing folders or objects.

◦ Force: Select this option to add and replace all folders or objects.



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5. Use the ACL option to specify how the folders or objects are assigned permissions using Access Control Lists(ACLs) when unarchived.

◦ Inherit: Inherits the folder or object's permissions (ACL) from its new parent folder.

◦ Preserve: Preserves the folder or object's permissions (ACL) as it was in the original, mapping accounts asnecessary.

◦ Create: Preserves the folder or object's permissions (ACL) as it was in the original, creating and mappingaccounts as necessary.

6. Click OK.



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Chapter 9Smart View

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9 Smart View

Set Up Oracle Smart View for OfficeYou can perform data analysis in real time using Oracle Smart View for Office in Project Financial Management applications.

PrerequisiteYou must install and configure Oracle Essbase to accept Smart View connections before you can use Oracle Smart View forOffice to analyze your project performance.

Steps to EnableYou can get the Smart View shared connection URL and the login credentials from your system administrator.

1. Download and install Oracle Smart View for Office from http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html.

2. Open Microsoft Excel and verify that you can view the Smart View tab in the ribbon.3. Click Options in the Smart View tab.4. Enter the Smart View shared connection URL in the Shared Connections URL field in the General section. For

example, http://host:port/workspace/SmartViewProviders.5. Click OK.6. Click Panel in the Smart View tab to open the Smart View panel.7. Click Shared Connections in the Smart View panel.8. Sign in with the user name and password provided by your administrator.9. Click the Select Server to proceed drop down on the Smart View panel.

10. Select Oracle Essbase from the Shared Connections list.11. Click Expand to expand the Essbase_FA_Cluster node.12. Expand the Projects application.13. Click ProjPerf to display the connection options at the bottom of the panel.14. Click Connect to display the list of reporting options.15. Click ad hoc analysis to populate the default dimensions in Smart View.

Related Topics

• Configure Smart View Client for Users

Analyze Project Performance Using Oracle Smart View forOfficeYou can perform the following steps to create a report using Oracle Smart View for Office.

1. Click ad hoc analysis at the bottom of the Smart View panel.

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2. A new spreadsheet opens with the available dimensions displayed just below the ribbon. 6 dimensions are availableto generate a report:

◦ Resource

◦ Time

◦ Time View

◦ Accounts

◦ Scenario

◦ Currency Type

◦ Task

3. Drag the dimensions you want into the spreadsheet. If you want to remove a dimension, move it out of thespreadsheet.

4. You can view the available measures by zooming into a dimension. Select the dimension and select Zoom In fromthe ribbon. You can also zoom in by clicking on the dimension.

5. If you don't want to include all the measures in your report, you can select the measures you want to retain and thenclick Keep Only in the ribbon. You can click Zoom Out to return to the original dimension.

6. For example, you can retain revenue, burden cost, margin, margin percentage, and labor effort account measures.7. You can expand the time view and scenario dimensions and retain the values that are relevant to your report. For

example, you can retain the inception-to-date and estimate-at-completion values from the time dimension and theactual amount and current budget from the scenario dimension.

8. You can set the remaining dimension filters from the list of values below the ribbon. For example, you can set the:

◦ Currency dimension to Project currency.

◦ Task dimension to PJS CPBF Flow. Select the project name in the task dimension if you want to viewsummarized values at the project level.

◦ Resource dimension to Professional Services PRBS.

◦ Time dimension to Apr-15 within the accounting calendar Accounting Mon1.

9. Refresh the data in the report by clicking the Refresh button.10. After the data is retrieved, you can format the report and perform further analysis by using native Microsoft Excel

functionality.

You can share this report with your team or senior management through email, or upload it to a common repository. Userswith appropriate data security can open the file and refresh the report to view real-time data.

Use Oracle Smart View for Office to Analyze ProjectPerformanceThis topic provides an overview of the Oracle Smart View for Office tool to view reports. Smart View is a common MicrosoftOffice interface for Oracle Hyperion Essbase and provides robust and flexible reporting capabilities.

OverviewProject Financial Management applications provide the ability to analyze project performance using Oracle Smart View forMicrosoft Office.


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The following figure shows how a report is displayed in Microsoft Excel using the Oracle Smart View for Office tool.

Key InsightsUsing Smart View, you can:

• Create custom reports to review your project performance.

• View data in a table or graph.

• Use the following dimensions to analyze your project metrics.

◦ Scenario, for example, ITD, PTD, and so on.

◦ Time, for example, a week, month, and so on.

◦ Resource, for example, a specific resource or all resources.

◦ Task, for example, a specific project task or all tasks.

◦ Currency, for example, project currency, ledger currency, and so on.

◦ Account, for example, revenue, margin, effort, and so on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this tool.

FAQ Answer

How do I find this tool?

Microsoft Excel - Smart View

Who uses this tool?

• Project Accountant


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FAQ Answer

• Project Manager

Smart View data is secured by project and expenditure business unit.

When do I use this tool? When you need to:

• Analyze project, task, and resource assignment data by period for planned and actual costs.• View, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint

interfaces.• Access and integrate Oracle's Enterprise Performance Management and Business

Intelligence content from Microsoft Office products.• Have additional flexibility to perform ad hoc analysis to investigate and understand complex

data.• Drill down into lower levels of detail as needed.

What can I do with this tool? You can:

• Create custom reports, save them as templates, and share them with stakeholders.• Leverage Microsoft Excel capabilities to perform real-time data analysis.• Analyze project performance, for example, report on planned and actual costs by project,

task, resource, and period.

What type of tool is this?

Oracle Hyperion Smart View

Related Topics

• Overview of Smart View

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Glossary

analysis

A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.

business intelligence

Computer technology that transforms information relating to the history or current status of a business organization into morefriendly forms used in strategic planning.

business intelligence catalog

The repository where all business intelligence objects, including analyses, reports, briefing books, and agents, are stored. Thecatalog contains separate folders for personal, shared, and modified objects.

business intelligence repository

The metadata that determines all of the columns, or pieces of data, that you can include in analytics. You can also use therepository as a source of data for reports.

dashboard

A collection of analyses and other content, presented on one or more pages to help users achieve specific business goals.Each page is a separate tab within the dashboard.

data model

The metadata that determines where data for a report comes from and how that data is retrieved.

EDI

Abbreviation for electronic data interchange.

EFT

Acronym for Electronic Funds Transfer. A direct transfer of money from one account to another, such as an electronicpayment of an amount owed a supplier by transferring money from a payer's disbursement bank account into the supplier'sbank account.

flexfield

A flexible data field that you can configure such that it contains one or more segments or stores additional information. Eachsegment has a value and a meaning.


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flexfield segment

An extensible data field that represents an attribute and captures a value corresponding to a predefined, single extensioncolumn in the database. A segment appears globally or based on a context of other captured information.

infolet

A small, interactive widget on the home page that provides key information and actions for a specific area, for example socialnetworking or your personal profile. Each infolet can have multiple views.

job definition

The metadata that determines what a job does and what options are available to users when they submit the scheduledprocess. A job is the executable for a scheduled process.

prompt

A parameter that you set when you use analytics, limiting the data in the analysis or in all analyses on the dashboard ordashboard page (tab).

qualification

Items in structured content types such as competencies, degrees, and language skills that have specific values andproficiency ratings.

report

An output of select data in a predefined format that's optimized for printing.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

Style template

An .rtf template containing style information that's applied to report layout templates to achieve a consistent look and feelacross reports.

subject area

A set of columns, or pieces of data, related to a specific business object or area.

Subtemplate

An .rtf or .xsl format that is defined once and used multiple times within a single report layout template or across multiplelayout template files.

view

A specific way to present the results of an analysis, for example as a table or graph. Other types of views, such as the titleview, show other components of the analysis.


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work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.


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