Project financial analytics resource center

Information shown on BI summary dashboards and detail reports is dependent on the number of projects selected and the type of report. The following options are available:

Single project: Results by project, prime contract, and job cost code.
Multi-projects: Results by project and prime contract.

You can filter transactions by start and end date. However, filtering by start date is not available for financial dashboards that include prime contract budgets or change orders (CO).

The following transaction dates are used when filtering:

Revenue:
- Prime contract: Status Date
- COs: Status Date
- Prime invoices: Issue Date
Cost :
- Purchase orders (POs): Status Date
- Bills: Issue Date
- Subcontracts: Status Date
- Subcontract change orders (SCOs): Status Date
- Sub invoices: Issue Date
- Labor timecards: Date
- Equipment timecards: Date
- Miscellaneous expenses: Transaction Date

Dashboard bar charts, heat maps, and grids can be maximized and exported separately to Excel, PDF, or JPEG formats. Hover mouse over the right corner to view the available options.

Dashboard heat maps filter by project, prime contract, or job cost code, depending on the number of projects selected.

Detail cost analytic reports include sophisticated drill-in capabilities by cost code, division, owner code, transaction type, transaction resource, and vendor.