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Project Financial Reporting by Resource

Avatar photoCustomer November 21, 2022 at 3:00 am

We need to generate project financial reports showing revenue, cost, and budgets, specifically broken down by resource category. Which Blitz Report implements the standard Oracle report for this purpose?

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    • Support November 22, 2022 at 11:00 am  

      You should use the PA Revenue, Cost, Budgets by Resources report. It implements the standard Oracle reports ‘MGT: Task – Revenue, Cost, Budgets by Resources’ and ‘MGT: Revenue, Cost, Budgets by Resources (Project Level)’.

    • Avatar photoCustomer November 24, 2022 at 9:16 am  

      How do I control whether the report aggregates data at the project level or breaks it down by task?

    • Support November 26, 2022 at 5:37 am  

      The ‘Report Level’ parameter controls this. Setting it to ‘Project’ is equivalent to the Project Level report, while setting it to ‘Task’ is equivalent to the Task Level report.

    • Avatar photoCustomer November 27, 2022 at 12:23 pm  

      The standard Oracle reports often lack data points visible in the Project Status Inquiry form. Has this Blitz Report been extended to include those?

    • Support November 29, 2022 at 9:19 am  

      Yes, this Blitz Report has been explicitly extended to pull in additional data points as displayed in the Project Status Inquiry Form.

    • Avatar photoCustomer November 29, 2022 at 9:18 pm  

      If I need the same financial analysis but structured by Work Breakdown Structure instead of resources, which report applies?

    • Support November 30, 2022 at 5:12 pm  

      For analysis based on the Work Breakdown Structure (WBS), use the PA Revenue, Cost, Budgets by Work Breakdown Structure report.

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