Financial snapshots - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

 REVRC (Revenue recognition).

Functional

 PJM : Project management

Sizing

 PJMGR : PJM grids

General parameters

The following general parameters may change the way the function is working :

Common Data

 ESTPRBINIT (defined at level Site) : Estim. budget progress init.

 ESTPRGINIT (defined at level Site) : Estim. project progress init.

 ESTPRGMET (defined at level Site) : Bud/proj progress estim method

 ESTPRGSYNC (defined at level Site) : Updated est. progress/snapshot

 ESTPRTINIT (defined at level Site) : Estimated task progress init.

 ESTPRTMET (defined at level Site) : Task progress estim. method

 ESTREVSYNC (defined at level Site) : Updated est. revenue/snapshot

 FINOVERSYN (defined at level Site) : Updated fin. status/snapshot

Authorizations

This function is object managed. The creation, modification, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan also be associated with this function.

As data is linked to a site, a filter per site can be activated.

The following options can be activated or deactivated for each user :

 Financial snapshot extraction

Miscellaneous prerequisites

  Unit conversions must exist between the time unit defined for the project (Financial status section) and the time unit defined in the snapshot header (UOM field).

  Unit conversions must exist between the Overview currency (CUROPP field) defined for the project and the currency defined in the snapshot header (CUR field).

Tables used

The following tables are implemented by the function :