The project status dashboard provides visibility into the original budget, current budget, commitments, pending, and approved changes, current forecast, and actuals. Drilldown functionality provides additional detail.
-
Navigate to Budgets > Project Status.
-
In the Project Navigation Register panel, do the following:
-
(Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.
All the projects that are controlled by the selected project controller are displayed.
-
(Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.
-
(Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.
-
Select the required project row to view and edit its project details.
The project details are displayed on the right-hand side.
(Or)
On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.
-
-
If required, click REFRESH to update the screen.
You can view the project status details in the Project Status panel and also in the Project Budget Status Chart panel in a graphical format.
-
To view the project status details in a graphical format, click the Name hyperlink.
In the Project Budget Status Chart panel, the following details appear in a bar chart format:
-
Original Budget
-
Current Budget
-
Current Forecast
-
Actuals
-
-
To view the original budget details by WBS, click the Original Budget hyperlink.
In the Original Budget panel, the following details appear in a bar chart format:
-
Group: Object
-
Object Path ID
-
Cost Account ID
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Budget ID
-
Approval Date
-
-
To view the approved changes details by WBS, click the Approved Changes hyperlink.
In the Approved Changes panel, the following details appear in a bar chart format:
-
Group: Change
-
Object Path ID
-
Cost Account ID
-
Change ID
-
Type
-
Description
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Approval Date
-
-
To view the pending changes details by WBS, click the Pending Changes hyperlink.
In the Pending Changes panel, the following details appear in a bar chart format:
-
Group: Change
-
Object Path ID
-
Cost Account ID
-
Change ID
-
Status
-
Type
-
Description
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Approval Date
-
-
To view the current budget details by WBS, click the Current Budget hyperlink.
In the Current Budget panel, the following details appear in a bar chart format:
-
Group: Object
-
Object Path ID
-
Cost Account ID
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Budget ID
-
Change ID
-
Approval Date
-
-
To view the project commitment details by WBS, click the Commitments hyperlink.
In the Commitments panel, the following details appear in a bar chart format:
-
Group: Commitment
-
Object Path ID
-
Cost Account ID
-
Funding Type (ID)
-
Line ID
-
Description
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Date
-
-
To view the production actuals details by WBS, click the Actuals hyperlink.
In the Actuals panel, the following details appear in a bar chart format:
-
Group: Object
-
Object Path ID
-
Cost Account ID
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Commitment ID
-
Resource ID
-
Vendor ID
-
-
To view the forecast changes details by WBS, click the Forecast Changes hyperlink.
In the Forecast Changes panel, the following details appear in a bar chart format:
-
Group: Change
-
Object Path ID
-
Cost Account ID
-
Change ID
-
Description
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Approval Date
-
-
To view the current forecast details by WBS, click the Current Forecast hyperlink.
In the Current Forecast panel, the following details appear in a bar chart format:
-
Group: Object
-
Object Path ID
-
Cost Account ID
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Budget ID
-
Change ID
-
Approval Date
-
-
To view the prior forecast details by WBS, click the Prior Forecast hyperlink.
In the Prior Forecast panel, the following details appear in a bar chart format:
-
Group: Object
-
Object Path ID
-
Cost Account ID
-
Quantity
-
UOM
-
Hours
-
Cost
-
Currency
-
Cost in Project Currency
-
Budget ID
-
Change ID
-