ProjectManagement based on SAP Business One > ProjectManagement > Controlling

 

Many reports and info screens assist project managers, controllers and managers in their daily work. Users are able to customize reports to a great extent and to export reports to Excel. Pre-defined authorization limits ensure that each user gains only access to data they need. To mention only a few controlling tools:

Controlling
Time and Material Transfer WizardPartner Product Available
Enables the user to transfer recorded times and materials to another phase, project, period etc. Especially used if the customer requires a shifting of budgets.
 
Project Manager ReportsPartner Product Available

Project Totals - provides an overview of materials, hours or travel expenses recorded for a project.

Project Info - gives a total overview of a project regarding quantity, costs and revenues with status Approved, Unapproved and Completed.

Project Document Info - shows all project related purchase and sales documents, such as purchase order, offer, invoice and journal entries for a selected period.

Project Period Statement - gives an overview of all hours and materials recorded for the project and the selected period. 

Project Manager Analysis - provides drill down analysis of all projects depending on the authorization, e.g. all projects of a customer, all projects of an area, of a country etc.

 
Superior ReportsPartner Product Available

Superior Journal - shows the total number of hours recorded by his employees

Superior Summary - provides information on the hours, costs and revenues of his employees

 
Resource Pool Manager ReportsPartner Product Available

Assigned Pool Planning - Gives an overview of planning data assigned to the selected pool per month, days or total project. The users can decide if he wants to show hours or cost and revenues.

Team Planning (Pool + Member) - Shows the hours, costs and revenues of tasks directly planned on a pool and those tasks that have been assigned directly to the employees belonging to the pool.

Team Member Capacity - Gives a total overview of the available pool capacity in hours and the number of employees based on the assigned capacity of each employee.

Used Pool Resources - Shows the factor between the hours planned for a pool and the available capacity.

 
Business Unit ReportsPartner Product Available

Time Sheet Journal - Shows the hours and materials recorded by the employees belonging to one business unit.

Employee Hours Summary - Gives an overview of the overtime of the employees belonging to one business unit depending on each employee's calendar and the achieved hours per month.

Used Resource Overview - Shows the hours and materials recorded for projects of a selected business unit and reveals from which business unit they derive.

 
Management Summary ReportsPartner Product Available

Many management reports provide top down analyses of all projects, e.g. all companies of a group, all business units of a company, all projects of a business unit etc. Users can create own analysis trees for more reports,e.g. by area

(EMEA, America), by countries (Germany, Spain, UK) and by cities within the same country. In addition, filter options and the possibility to create additional columns in the reports enables users a flexible view to projects. In the following, a description of some reports:

 Comparison Target / Actual Hours - Shows the planned total hours and actual hours with total difference and difference by percentage based on the selection as described before.

Residual Volume - Shows the residual contract volume of all project contracts and the number that had been completed, not completed or not approved.

Project Employee Totals - Shows the projects' actual hours, invoiciable hours, costs, revenues and gross revenue.

 
Degree of Completion ReportPartner Product Available

Enables the user to view the calculated degree of completion based on planned and actual hours. If required, the subjective degree of completion can be changed manually. This overview is available in the management summary reports and represents top down views of the available analysis trees.

 
Breakeven AnalysisPartner Product Available

Different breakeven analyses are provided that can be customized by the user. In addition to imputed costs deriving from time and material entry, the real costs and revenues based on financial accounting are provided. Furthermore, total lines and formula are available to the user. The breakeven analysis is available for each project and each contract and can be accessed by means of the analysis trees as described before.

 
Crystal DashboardPartner Product Available
This tool provides the user standard dashboards which can be individually designed with a Crystal dashboard license. In addtion, individual dashboards based on the ProjectManagement data can be created and integrated into the menu.
 
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