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Project Financial Reporting by Resource

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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?

7 replies

  • Support Enginatics

    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)’.

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

  • Support Enginatics

    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.

  • 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 Enginatics

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

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

  • Support Enginatics

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

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