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When using Oracle EBS Projects to manage projects, PMs can now quickly and easily review key project financial, schedule and earned value metrics in an MS-Excel Workbook with complete drill downs to the task level and further to individual transactions using Project Partners UI-Apps PM Reporting Workbook
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Reporting on Key Metrics with UI-Apps
Hidden Gems
Copyright © Project Partners, LLC
Reporting on Key Metrics in UI-Apps
See all project summary information in one sheet Reporting Periods Project Summary Information Schedule Dates Key Performance Indicators Billing & Payment Information Cost & Revenue Amounts
UI-Apps offers easier approach in one MS-Excel Worksheet
Copyright © Project Partners, LLC
Seven Steps – with UI-Apps
Step 1: See all project metrics
Step 2: Current Reporting Periods
Step 3: Current Project Summary
Step 4: Schedule Dates
Step 5: Custom Key Performance Indicators, including custom thresh-holding
Step 6: Billing & Payment Information
Step 7: Summarized Cost & Revenue Amounts
UI-Apps offers easier approach in one MS-Excel Worksheet
Copyright © Project Partners, LLC
Step 1: See All Project MetricsOne worksheet displays all project summary metrics
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Step 2: Current Reporting PeriodsClearly see all project reporting periods Current Reporting Periods
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Step 3: Project Summary InformationSee project attribute information
Project Attributes
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Step 4: Project Schedule DatesSee project schedule information
Current Schedule Dates
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Key Performance Indicators
Step 5: Custom Key Performance IndicatorsDefine custom KPIs, thresholds, change indicators, traffic lighting
Custom Definition of traffic lights for each KPI
Custom Definition of Rollup Thresholds
Custom KPIs Change Indicators from Last Period
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Step 6: Billing & Payment InformationSee revenue, billing, and receivables information
Current Billing and Payment Information
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Step 7: Cost & Revenue Amounts Customizable ‘buckets’ based upon RBS setups
Each Amount Represents Summation of key Project Metrics Shown in One Table
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Concise Project Reporting with UI-Apps
See all project summary amounts on one sheet
Create custom KPIs that are meaningful to your enterprise
Project Managers can quickly see financial and schedule status
Drilldown to lowest level of cost/revenue items
Stay tuned for more Hidden Gems from Project Partners
Copyright © Project Partners, LLC
A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects
See them all on the Project Partners YouTube Channel
http://www.youtube.com/user/ProjectPartnersLLC
UI-Apps Hidden Gems
13Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200email: info@projectp.com
www.projectp.com
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