Project follow-up

In this procedure you can perform a financial follow-up of projects in a list. The follow-up can be displayed in different ways, for example as total per project with the ability to use the drilldown functionality to see detailed information.

In the project follow-up it is possible to decide which columns to show in the report. This apply to budget, planned/ordered, result, expected result, and forecast. You can see total and detailed cost reports and income reports. There is a list type for WIP value which in columns shows costs and income. For that list type there is also tabs with detailed information for each transaction reported on the project.

It is possible to select by for example project or cost types, regardless of which list you are using.

Regarding the periodic reports and the WIP value list type, the result can be periodically displayed, that is, selected by date (From – To).

For the list types Detailed and Total, the values are loaded based on the most recently made project calculation. In these reports you cannot select the result by date. In the Settings box you can select that a new project calculation should be performed when the list is loaded. It will then take a little longer to load the list.

Total

This list shows a total per project. Here you can use the drilldown function to access the detailed information. You can total the list by project, C/I type, and main project.

Detailed

This list shows detailed information per project. The list can be grouped by project, C/I type, and main project.

Total – Periodic

In this list you can do a financial follow-up of the project regarding costs and income, and you also have the chance to make a selection by time period for result columns.

Detailed – Periodic

In this list you can do a financial follow-up of the project regarding costs and income, and you also have the chance to make a selection by time period.

WIP value

In this list you can see the result presented as in the WIP value procedure in the Stock module. The list is total per project and there are also tabs where you see the details for each transaction reported for the project.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.