IFS Project Management Information Sources

Project Forecast Item

General Description

The purpose of the Project Forecast Item information source is to retrieve information from IFS/Project Budgeting and Forecasting on an item level for reporting and analysis purposes.

All the amounts can be shown in base, transaction, budget and project currency. The reporting may be done based on the Work Breakdown Structures (WBS) or on cost elements and Cost Breakdown Structures (CBS).

Reports/Analysis

Main Features

Zoom in: Available for all measure items.

Drill down: Available for all measure items. Drills down to Project Forecast Item Period information source.

Writeback: Allowed. See Writeback for Project Forecast Item in Report Mode for more information.

URL to: Project Forecast Info.

Access Types

Online, Data Mart..

Project Forecast Item Period

General Description

The purpose of the Project Forecast Item Period information source is to facilitate reporting and analysis capabilities from IFS/ Project Budgeting and Forecasting on a forecast item period level. The information source may be used for instance when creating reports in IFS Business Reporter.

All the amounts can be shown in base, transaction, budget and project currency.

Report/Analysis

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Project Forecast Info.

Acces Types

Online, Data Mart.

Project Forecast Snapshot

General Description

The purpose of the Project Forecast Snapshot information source is to retrieve information for creating reports and cubes, based on the project forecast snapshot functionality in IFS/Project Budgeting and Forecasting.

All the amounts can be shown in base, transaction, budget and project currency. The reporting may be done based on the Work Breakdown Structures (WBS) or on Cost Breakdown Structures (CBS).

This information source can only be used for snapshot taken with details. The amounts can be divided into different object types.

Report/Analysis

Some report examples which might be created based on project forecast snapshot:

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Not applicable.

Access Types

Online, Data Mart.

Company Reporting Period

The company reporting period is derived based on the Expected Account Date field.

Project Forecast Snapshot Summary

General Description

The purpose of the Project Forecast Snapshot information source is to retrieve information for creating reports and cubes, based on the project forecast detailed snapshot functionality in IFS/Project Budgeting and Forecasting.

All the amounts can be shown in base, transaction, budget and project currency. The reporting may be done based on the Work Breakdown Structures (WBS) or on Cost Breakdown Structures (CBS).

This information source can be used independent of the snapshot type but the amounts cannot be divided into different object types.

Report/Analysis

Some report examples which might be created based on project forecast snapshot:

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Not applicable.

Access Types

Online, Data Mart.

Company Reporting Period

The company reporting period is derived based on the Expected Account Date field.

Project Activity Information

General Description

The Project Activity information source facilitates reporting and analysis capabilities on progress, cost, hours and revenue figures on activity level.

On Cost and Hours information about estimated, planned, baseline, planned committed, committed, used and actual values in addition to earned value and scheduled work may be retrieved.

On Revenue estimated, planned, preliminary, posted and actual values may be analyzed.

Reports/Analysis

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Activity.

Access Types

Online, Data Mart.

Project Activity Performance Analysis

General Description

The Project Activity Performance Analysis information source is developed to facilitate the in-depth project performance analysis.

The measure items selected in the Fact table are a numerous indicators which are calculated on the activity level. Note some of these indicators are interdependent and calculated based on each other. Examples on indicators are ACWP, BCWP (EV), BCWS CV, SV, CPI, SPI, VAC, IEAC, IETC, calculated progress both on hours and cost.

Reports/Analysis

Measure Items

Fields calculated by the information source:

Count Activities: The number of activities

Count Planned Activities: The number of activities in status Planned

Count Released Activities: The number of activities in status Released

Count Completed Activities: The number of activities in status Completed

Count Closed Activities: The number of activities in status Closed

Count Cancelled Activities: The number of activities in status Cancelled

Count Late Planned Activities: The number of activities in status Planned with passed Early Start Date

Count Late Released Activities: The number of activities in status Released with passed Early Finish Date

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Performance Analysis.

Access Types

Online, Data Mart.

Project Connection Details

General Description

The purpose of the Project Connection Details information source, which is mainly based on IFS/ Project, is to make available the information about the project connected objects and the related transactions to the user to be used in a excel report for analyzing purposes.

Reports/Analysis

Company Reporting Period

The company reporting period is derived based on the Expected Account Date field.

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Project Connections.

Note! Earned Value is not reported when Activity Progress Method is not "Connected Objects", which means using this measure in reports will give incorrect Earned Value on aggregated levels. If the Progress Methods however always are "Connected Objects" it is appropriate to use this measure on all aggregated levels.

Access Types

Online, Data Mart.

Project History Details

General Description

The Project History Details information source, is aimed at providing historical project data to be used for reporting and analysis purposes for instance in IFS Business Reporter. The historical data can be fetched according to the connection details level. See also the general description on information source Project Connection Details.

History data is created either through history logging or when a baseline is created.

Reports/Analysis

Main Features

Zoom in: Available for all measure items.

Drill down: Not allowed.

Writeback: Not allowed.

URL to: Project History Info.

Access Types

Online, Data Mart.

Project Transactions

General Description

Purpose of the Project Transaction information source is to retrieve information from the project reporting related transactions to enable reporting and analysis using IFS/Business Reporter.

Reports/Analysis

Access Types

  1. Online
  2. Data Mart

Specific Attributes

Supported Dimensions

Main Features supporting IFS Business Reporter

 

Invoicing Plan

General Description

Purpose of the Invoicing plan information source is to retrieve information from the project invoicing plan to enable reporting and analysis using IFS/Business Reporter.

Reports/Analysis

Access Types

  1. Online
  2. Data Mart

Specific Attributes

Supported Dimensions

Main Features supporting IFS Business Reporter

Job Rate Management

General Description

Purpose of the Job rate Management information source is to retrieve information from the Job Cost Details related sources to enable reporting and analysis using IFS/Business Reporter.

Reports/Analysis

·    Union Reports related to payouts.

·    Report related to Job Cost Calculations

·    Job cost details in relation with Project/Work Task Transactions

Access Types

1.  Online

2.  Data Mart

Measure Items

           Total Number of hours reported.

                  Total calculated amount that need to be paid.

Supported Dimensions

Main Features supporting IFS Business Reporter

·    Zoom In
Available for all measure items

·    Drill Down
Not available

 ·    Writeback
Not available

 ·    URL Navigation
Not available