5.1 Bulk-Assign Custom Reports & Dashboards to Projects
You can now use the “Assign to Projects” tool to bulk-assign custom reports, custom charts and custom templates to multiple projects.
The introduction of Layouts allows administrators to pre-define the standard dashboards and reports for your projects. Simply select the dashboard reports, charts and custom templates that users will see as a default, and all projects will comply to that standard. You can also pre-define the dashboard metrics as part of the layout.
You can override the default layout by assigning other dashboards, reports and metrics on a project-by-project basis; and users can further refine their view as well within each project.
5.3 Fully Committed Budget added to standard S-Curve Chart
The standard S-Curve chart now includes Fully Committed Budget as a key line on that timeline graph. Fully Committed Budget takes the current budget and subtracts (Actual Cost + Committed Cost). So,
Fully Committed Budget = Current Budget - (Actual Cost + Committed Cost)
This is important to see on a timeline curve because it shows how the the cash outflow from purchase order commitments impacts the budget over time. And includes into that, the impact of actual cost.
5.4 Business Intelligence Reporting Enhancements
5.4.1 New Purchase Order Register & Summary Purchase Report available in BI
This release includes a new Procurement Reporting area in Business Intelligence. For the current release, this includes two reports:
- Summary Purchase Report
- Purchase Order Register
5.4.2 Provide Ability to Preview Export Document Prior to Export
Users can now click the “Preview” button when creating an Export Document to view how the report will look before committing and exporting the document.
5.5 More Reporting Upgrades and Enhancements
5.5.1 Indicator for when a Filter has been Applied to a Dashboard Report
To help users identify when there is a filter that has been applied to a dashboard report, there is now a “Filter Indicator” that will appear. See the screenshot to the right for how to locate this indicator. The purpose for this is to ensure users are aware of when a filter can be affecting the report results. This is because filter settings are “Sticky” in that they are saved – and the column(s) with filter can be off screen.
5.5.2 Further Reporting Enhancements
- Add EAC Hours and ETC Hours to WBS(Cost) dataset
- Add ‘Cost Rate’ and ‘Billable Rate’ into Details datasets
- Add Project Code into Custom Reports Project selection screens