Report Package The standard reports in Planning are published in the Project Planning Reporting package. Related Topics:Reporting Areas The Framework Manager model for Planning has several reporting areas. Reporting Areas and Standard Reports In addition to serving as starting points for your custom reports, the standard reports included with Planning provide a variety of examples of how to use the reporting areas in the Framework Manager model. Project Status Trend Reporting Area The Project Status Trend reporting area enables you to report both on the current status of projects and on their projected performance, based on budget, for up to 24 future periods. Project Status Details Reporting Area The Project Status Details reporting area enables you to generate detailed reports on project actual and budgeted performance using detail data from all past, current, and future fiscal periods and subperiods. Existing Projects and New Business Projects Both the Project Status Trend reporting area and the Project Status Detail reporting area give you the option to include existing projects, new business projects, or both. Major and Minor Group Numbers You can use the Major and Minor Group Numbers to include or exclude data categories and select and group data that was identified by the Major Group Numbers. Project Access Costpoint Business Intelligence provides access to budgeting and planning data based on the existing projects (actual projects set up in Costpoint) to which the user is granted access in Costpoint Planning. New Business Project Access Project security applies only to actual projects set up in Costpoint. Organization Access The Framework Manager model for the budgeting and planning data in Costpoint Business Intelligence only includes project budget data. Parent Topic: Planning HomeReports & AnalyticsWelcome to Costpoint Business IntelligencePlanningReport Package
Report Package The standard reports in Planning are published in the Project Planning Reporting package. Related Topics:Reporting Areas The Framework Manager model for Planning has several reporting areas. Reporting Areas and Standard Reports In addition to serving as starting points for your custom reports, the standard reports included with Planning provide a variety of examples of how to use the reporting areas in the Framework Manager model. Project Status Trend Reporting Area The Project Status Trend reporting area enables you to report both on the current status of projects and on their projected performance, based on budget, for up to 24 future periods. Project Status Details Reporting Area The Project Status Details reporting area enables you to generate detailed reports on project actual and budgeted performance using detail data from all past, current, and future fiscal periods and subperiods. Existing Projects and New Business Projects Both the Project Status Trend reporting area and the Project Status Detail reporting area give you the option to include existing projects, new business projects, or both. Major and Minor Group Numbers You can use the Major and Minor Group Numbers to include or exclude data categories and select and group data that was identified by the Major Group Numbers. Project Access Costpoint Business Intelligence provides access to budgeting and planning data based on the existing projects (actual projects set up in Costpoint) to which the user is granted access in Costpoint Planning. New Business Project Access Project security applies only to actual projects set up in Costpoint. Organization Access The Framework Manager model for the budgeting and planning data in Costpoint Business Intelligence only includes project budget data. Parent Topic: Planning HomeReports & AnalyticsWelcome to Costpoint Business IntelligencePlanningReport Package