Analyzing Project Data

This chapter discusses how to:

Review programs and projects.
View earned value.
View and load estimate to complete transactions.
View forecast to complete variance.

Reviewing Programs and Projects

This section provides an overview of the manager workbench and discusses how to:

Review programs and projects.
Generate the Review Program report.
View the enterprise program tree.
Review project health using the manager workbench.
Review activity health using the manager workbench.

Understanding the Manager Workbench

The Manager Workbench is organized into two pages. Managers can view information about a project on the Manager Workbench page and click the Activity tab to view workbench information about the project’s activities. The project Manager Workbench page contains information about the project manager, project status and project processing status. Additionally, the Manager Workbench displays health indicators for overall project and activity health and for each scorecard component. You can define an option at the business unit-level to manually enter or automatically calculate project health indicators for project overall, schedule, budget, resources, issues, and risks. You can override this option at the project level. The system displays these colored indicators based on the project or activity health:

Good	Indicates good health for the project or activity health attributes.
Fair	Indicates fair health for the project or activity health attributes.
Poor	Indicates poor health for the project or activity health attributes.

The Manager Workbench also contains these collapsible group boxes:

Scorecard: Information about the schedule, budget, resources, issues, and risks.
Milestones: List of the project milestone activities
Top 5 Issues: List of the top five unresolved issues.
Top 5 Risks: List of the top five risks based on risk status and priority.
Change Requests: List of the five most recently approved project change requests, the five oldest unapproved change requests, and change control statistics.
Project Exceptions: Information on late activities, unassigned activities, upcoming activities, overloaded resources, activity and assignment conflicts, and late deliverables.

You can expand and collapse the group boxes, all at once or individually, to review detailed information about the health of the project.

On the activity tab of the Manager Workbench, you can select the project activity that you want to review. The workbench contains information about the activity owner, activity status, and activity processing status. It includes activity health indicators that the system calculates each time that you access the page by using the most recent data on the activity schedule, budget, resources, issues, risks, and deliverables. It also lists the top five issues and risks for the activity.

From both of the Manager Workbench pages you can navigate to other components in Program Management and Project Costing to view or modify information about the project or activity.

Pages Used to Review Programs and Projects

Page Name	Object Name	Navigation	Usage
Review Program	PGM_REVIEW_PROG	Program Management, Program Tools, Review Program	Displays detailed information about projects and programs on the enterprise program tree and enables drilling down to each program and project.
Review Program Report	RUN_PGM1000	Program Management, Program Tools, Review Program Click the Run Review Program Report link on the Review Program page.	Specify run control parameters to create report PGM1000.
View Enterprise Program Tree	PGM_VIEW_EPT	Program Management, Program Tools, Review Program, View Enterprise Program Tree	View a display-only version of the enterprise program tree for reference purposes.
Manager Workbench	PC_MGR_WORKBENCH	Program Management, Project Management, Manager Workbench	View a project summary and health data.
Manager Workbench - Activity	PGM_MGRWBENCH_ACT	Program Management, Project Management, Manager Workbench Select the Activity tab.	View activity summary and health data.

Reviewing Programs and Projects

Access the Review Program page.

Max Level to Display

Indicate the maximum number of program levels to display for review. Options are 01, 02, or 03 levels down from the selected program.

Search

Click to display a list of programs and projects. The size of the list depends on the number of levels that you specify in the Max Level to Display field.

Project List - General

Project Name	Displays all of the programs and projects that are part of this program in a hierarchical format.
Project	Display the project ID of the program or project as a link. Click a project ID to access the project General Information page of the Project General (PROJECT_GENERAL) component, where you can view or update details of the program or project.
Program	Indicates whether the project is a program. If the check box is selected, the project is a program. If the check box is clear, the project is not a program.
Project Status	Displays the current project status.
Processing Status	Displays the current processing status. See Project and Processing Status.
Overall Health, Schedule Health, Budget Health, Resource Health, Issue Health, and Risk Health	Displays a visual indicator to determine the health rating for the project. You can hover your mouse over the icon to display the date that the health was last updated.
	Click the Link to Project Request icon to access the Project Request component. This option is valid only if the project or program is linked to a project request. Note. If you click the Link to Project Request icon for a project that was not directly generated from a project request, the system checks whether the project has a parent program with an associated project request. If a project request is found for the parent program, the system transfers you to that project request.

Project List - Details

This view displays fields that pertain to various elements of the program or project—percent complete, start and end dates, category, application, application area and actual and budget cost data.

Percent Complete	Lists the project percent complete.
Start Date and End Date	Lists the start and end dates for the program or project.
Category	Lists the category for the program or project.
Application Area	Lists the application area for the program or project.
Application	Lists the application for the program or project.
Planned Cost Budget	Lists the cost budget for projects in pending processing status. The system selects the budget data from the Budget Summary table (PC_BUD_SUMMARY). The budget data that appears is data that is not yet finalized. This column is not summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount.
Cost Budget	Lists the finalized cost budget for projects with active or inactive processing status. The system select the budget data from the Activity Summary table (PC_ACTIVITY_SUM). This column is summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount.
Cost Actuals	Lists the project's actual cost. This data is selected from the PC_ACTIVITY_SUM table. This column is summarized at the program level.
Cost Variance	Displays the difference between the cost budget and cost actuals, which is calculated as (Budget Cost) – (Actual Cost).

Project List - Statistics

Total Issues	Lists how many unresolved issues there are for the project. (Unresolved issues are issues where the resolution date is blank.) Click the amount to access the Issues search dialog page, where you can review project issues.
Critical Issues	Lists how many critical unresolved issues exist for the project.
Percent Critical	Lists the percentage of project issues that are critical.
Total Deliverables	Lists the total number of deliverables there are for the project.
Overdue Deliverables	Lists the number of project deliverables that are late.
Percent Overdue	Lists the percentage of deliverables that are late.
Total Risks	Lists the total number of risks that exist for the project.
No Action Plan Risk	Lists the number of project risks with no action plan.
Percent No Action	Lists the percentage of risks that have no action plan.
Project Manager	Displays the current program or project manager.

Go To

Run Review Program Report

Click to transfer to the Review Program Report page, where you can enter parameters to run the Review Program Details Application Engine process (PGM_REVW_AE).

Program Budget Analysis

Click to transfer to the Program Budget Analysis page, where you can view the program budget compared with the rolled-up project budgets.

Note. You must enable the PeopleSoft Analytic Calculation Engine to view the Program Budget Analysis page.

See ”Configuring and Starting Analytic Servers” in Enterprise PeopleTools PeopleBook: System and Server Administration

Generating the Review Program Report

Access the Review Program Report page.

Specify the report parameters and click Run to generate the report.

This report assists you in processing inquires that result in more than 50 programs or projects that meet the search criteria on the Review Program page. Because of the amount of processing time that could be required to return calculated information for more than 50 programs or projects, Program Management delivers the Review Program Report. This report provides the same information as the Review Program page; however, it does so by using the PeopleSoft Process Scheduler to launch the Review Program Details Application Engine process (PGM_REVW_AE) and the Review Program Crystal report (PGM1000).

Viewing the Enterprise Program Tree

Access the View Enterprise Program Tree page.

This page is a display-only view of the enterprise program tree that is for the selected program.

	Click to expand a folder and view its subordinate programs or projects.
	Click to collapse a folder and all of its subordinate programs or projects.
Tree Manager	Click to access the Tree Manager page on which you can edit the tree.

Reviewing Project Health Using the Manager Workbench

Access the Manager Workbench page.

This page provides a summary of project data from various components in Program Management and PeopleSoft Project Costing. The Manager Workbench provides project managers with an overview of their projects and enables them to navigate quickly to view details in either application.

Project Health

Project Overall	Displays the visual indicator to identify the overall project health that is either manually entered on the project definition or calculated by the system as the weighted average of the health indicators of scorecard components.
Schedule, Budget, Resources, Issues, andRisks	Displays the visual indicator to identify the project attribute health that is either manually entered on the project definition or calculated by the system based on the health criteria that is established on the Program Management Options page. If no health criteria are established for the business unit in which this project resides, the health fields do not appear. See Defining Business Unit Options.
User Defined	Displays the visual indicator to determine good, fair, or poor health that you specify on the project definition.
As of Date	Displays the date that the project attribute health was last updated.
Expand All	Click to expand all of the sections on the page.
Collapse All	Click to collapse all of the sections on the page.

Scorecard - Schedule

This scorecard displays detailed information regarding project schedule health. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Activity Overdue(%) (Activity Overdue Percent)	Displays the percentage of overdue activities, which is calculated as ((Number of Overdue Activities) ÷ (Total Activities) × 100.
Duration	The project duration, in days.
Percent Complete	The percentage of the project that is complete.

Scorecard - Budget

This scorecard displays detailed information regarding the budget for this project. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH). The system calculates budget health based on the budget alert criteria entered on the Budget Alerts page.

See Defining Budget Alert Thresholds.

Cost Variance	Displays the difference between the budget amount and cost amount, which is calculated as (Budget Cost) – (Actual Cost).
Variance Percent	Displays the variance percentage for the project calculated, which is calculated as ((Budget Cost) − (Actual Cost)) ÷ (Budget Cost)) × 100.
Budget Amount	Displays the budget amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project’s budget analysis group (AN_GRP_ACTV_BUD).
Cost Amount	Displays the cost amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project's cost analysis group (AN_GRP_TOT_COSTS).

Scorecard - Resources

This scorecard displays detailed information regarding project resources. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Overloaded(%) (Overloaded Percent)	Displays the percentage of resources that have overbooked schedules, which is calculated as ((Number of Overloaded Resources) ÷ (Total Resources) × 100.
Total	Displays the number of resources that have been assigned to this project.
Total Overloaded	Displays the number of resources that are assigned to this project and are overbooked.

Scorecard - Issues

This scorecard displays detailed information regarding project issues. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

High Issues(%) (High Issues Percentage)

Displays the percentage of issues that are high priority, which is calculated as ((Number of High Priority Issues) ÷ (Total Number of Issues) × 100.

Scorecard - Risks

This scorecard displays detailed information regarding project risks. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Risks without Action Plan(%) (Risks without Action Plan Percentage)

Displays the percent of risks that do not have an associated action plan, which is calculated as ((Number of Risks without an Action Plan) ÷ (Total Number of Risks) × 100.

Milestones

Project milestones are key events in a project that have special significance. A milestone can be the completion of a major deliverable or the realization of an important approval. You define milestones in the Project Activity - Definition page. Use this section to view summary information for the activities that have been defined as milestones for this project.

Activity	Displays the activity ID of the milestone activity as a link to the activity definition. Click the activity ID link to transfer to the Project Activity component, where you can view and update the activity definition.
Contract Impact	Indicates whether this milestone is associated with any contract lines. Values include: Yes or No. When the project milestone is referenced in any PeopleSoft Contract billing plan, revenue plan, or contract milestone, Yes appears in this field. Click the Yes link to access the Impacted Contract Details page in PeopleSoft Contracts.

Top 5 Issues

Use this section to view the top five unresolved issues sorted by priority—highest to lowest, and age—oldest to newest.

Issue ID	Displays the issue ID as a link to the Issue page, where you can view or update issue data.
Issue Priority	Displays a color visual indicator to indicate the issue priority.
High	Displays this symbol to indicate that this is a high priority issue.
Medium	Displays this symbol to indicate that this is a medium priority issue.
Low	The system displays this symbol to indicate that this is a low priority issue.

Top 5 Risks

Use this section to view the top five risks sorted first by risk status, risk priority—highest to lowest, then priority number—lowest to highest. This data is specified on the Project Risk page.

Risk Summary	Displays the risk summary as a link to the Project Risk page, where you can view or update risk information.
Activity	Displays the activity ID of the activity for which this risk is defined. The system displays the activity ID only if this is an activity risk.
Risk Status	Displays the status of the risk. The system only displays Active and Potential risks.
Risk Priority	Displays a color visual indicator to indicate the risk priority.
High	Displays his symbol to indicate that this is a high priority risk.
Medium	Displays this symbol to indicate that this is a medium priority risk.
Low	Displays this symbol to indicate that this is a low priority risk.
Priority Number	Displays the priority number that is defined on the Project Risk page.

Change Requests - 5 Most Recently Approved

Use this section to view a list of the five most recently approved project change requests. Click the Change Request ID link to transfer to the Change Request page.

Change Requests - 5 Oldest Unapproved

Use this section to view a list of the five oldest unapproved project change requests. Click on the Change Request ID link to transfer to the Change Request page.

Change Requests - Change Request Statistics

Use this section to view the number of approved and submitted change requests that have been entered for this project. The change requests are sorted by change request type.

Project Exceptions - Late Activities

Use this section to view a list of detail activities that are incomplete after the activity end date. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and modify the activity schedule.

Project Exceptions - Unassigned Activities

Use this section to view a list of detail activities for which there are no assigned resources. Click the Activity ID link to transfer to the Project - Resources page, where you can view and edit the activity definition.

Project Exceptions - Upcoming Activities

Use this section to view a list of detail activities that are scheduled to begin within the next week. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.

Project Exceptions - Overloaded Resources

Use this section to view a list of overloaded resources, as determined by the Calculate Warning Indicator Application Engine (PGM_SCH_EDIT). Click the Activity ID link to transfer to the Resources by Activity page, where you can view and edit resources that are assigned to an activity.

Project Exceptions - Activity/Assignment Conflicts

Use this section to view a list of resources that have activity assignments beyond their assignment schedule in Resource Management.

Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.

Click the Assignment Details icon to transfer to the Resource Detail page (PC_PRL_SCHED), where you can review the assignment details. This section appears only if Resource Management is installed.

Project Exceptions - Late Deliverables

Use this section to view a list of incomplete deliverables that are past their due date. Click the Deliverable ID link to transfer to the Deliverable Detail page, where you can view and update deliverable data.

Go To

The Go To selections access other program management functions. Options are:

Change Control Analysis	Select to access the Change Control Analysis page to view a history of modifications for this project.
Deliverables	Select to access the Deliverables Summary component to view or update any of the project's activity's deliverables.
Issue Management	Select to access the Issue Management component to add, view, and update project issues.
Maintain Activity	Select to access the Activity Definitions component to view or update any of the project's activities.
Project Activities	Select to access the Project Activities component to view a Gantt Chart of the project schedule.
Project Budgeting	Select to access the Budget Plan page, where you can view, update, and create a budget plan for the project.
Project General	Select to access the project General Information component (PROJECT_GENERAL) where you can view and update the elements of the project.
Project Request	Select to access the Project Request component to view the project request that is associated with this project.
Project Transactions	Select to access the Transaction List page for the project's activities.
Project Valuation	Select to access the Project Valuation page for the project.
Status Reports	Select to access the Review Status Reports page, where you can review project team members' status reports and mark them Complete.

Reviewing Activity Health Using the Manager Workbench

Access the Manager Workbench - Activity page.

This page provides a summary of activity data from various components in Program Management and PeopleSoft Project Costing. Use the Activity field to specify the activity for which to display data. You can specify a summary or detail activity. For a summary activity, the system sums or averages its detail activities for all calculations. For example, the budget cost of a summary activity is the sum of the budget costs of all child activities and the summary activity schedule health is an average of the activity schedule health values.

Activity	Select the activity ID for which to display the workbench information. You can select from any summary or detail activity within the project.
Activity Status	Displays the current activity status that is defined on the Status page for activities.
Processing Status	Displays the current processing status that is defined on the Activity Definitions - General Information page.
Activity Owner	Displays the current activity owner that is defined on the Activity Definitions - General Information page.

Activity Health

Overall	Displays the visual indicator to identify the overall activity health that the system calculates using the weighted average of the health indicators of scorecard components. The weight percent values are specified on the Program Management Options page See Defining Business Unit Options.
Schedule, Budget, Resources, Issues, Risks, andDeliverables	Displays a colored visual indicator to identify the activity attribute health that is calculated by the system.
Expand All	Click to expand all of the sections on the page.
Collapse All	Click to collapse all of the sections on the page.

Scorecard - Schedule

This scorecard displays detailed information regarding the schedule for this activity. The system calculates these values in real time each time you access this page.

Health	Displays a color visual indicator to identify the activity schedule health based on the alert and warning percentages that are specified on the Program Management Options page.
Activity Overdue(%) (Activity Overdue Percent)	Displays the percentage of overdue activities, which is calculated as ((Number of Overdue Activities) ÷ (Total Activities) × 100.
Duration	The activity duration, in days. For summary activities, the system displays 0.
Percent Complete	The percentage of the activity that is complete.

Scorecard - Budget

This scorecard displays detailed information regarding the budget for this activity. The system calculates these values in real time each time you access this page.

Health	Displays a color visual indicator to identify the activity budget health based on the budget alert criteria on the activity Budget Alert page. If there is no budget alert set up for this activity or this is not a cost activity, the system displays good health.
Cost Variance	Displays the difference between the budget amount and cost amount, which is calculated as (Budget Cost) – (Actual Cost). If this is not a cost activity, then the systems displays 0.
Variance Percent	Displays the variance percentage, which is calculated as ((Budget Amount) − (Cost Amount)) ÷ (Budget Amount)) × 100. If this is not a cost activity, then the systems displays 0.
Budget Amount	Displays the budget amount, which is calculated as the sum of all transactions for the selected activity. If this is not a cost activity, then the systems displays 0.
Cost Amount	Displays the cost amount, which is calculated as the sum of all transactions for the selected activity. If this is not a cost activity, then the systems displays 0.

Scorecard - Resources

This scorecard displays detailed information regarding activity resource health. The system calculates these values in real time each time you access this page.

Overloaded(%)(Overloaded Percent)	Displays the percentage of resources that have overbooked schedules on this activity, which is calculated as ((Number of Overloaded Resources) ÷ (Total Resources) × 100.
Total	Displays the number of resources that have been assigned to this activity.
Total Overloaded	Displays the number of resources that have been assigned to this activity and are overbooked.

Scorecard - Issues

This scorecard displays detailed information regarding issues for this activity. The system calculates these values in real time each time you access this page.

High Issues(%) (High Issues Percentage)

Displays the percent of issues for this activity that are high priority calculated as ((Number of High Priority Issues) ÷ (Total Number of Issues) × 100.

Scorecard - Risks

This scorecard displays detailed information regarding activity risks. The system calculates these values in real time each time you access this page.

Risks without Action Plan(%) (Risks without Action Plan Percentage)

Displays the percent of risks for this activity that do not have an associated action plan, which is calculated as ((Number of Risks without an Action Plan) ÷ (TotalNumber of Risks) × 100.

Scorecard - Deliverables

This scorecard displays detailed information regarding deliverables for this activity. The system calculates these values in real time each time you access this page.

Overdue(%) (Overdue Percentage)

Displays the percentage of deliverables for this activity that are overdue, which is calculated as ((Number of Overdue Deliverables) ÷ (Total Number of Deliverables) × 100.

Top 5 Issues

Use this section to view the top five unresolved issues sorted by priority—highest to lowest, and age—oldest to newest, for this activity.

Top 5 Risks

Use this section to view the top five risks sorted first by risk status, risk priority—highest to lowest, then priority number—lowest to highest, for this activity. This data is specified on the Project Risk page.

Viewing Earned Value

This section provides an overview of earned value and discusses how to view earned value.

Understanding Earned Value

Earned value is a way to monitor an activity's budget by comparing the amount of work that is performed against the amount that is budgeted for that quantity of work. Therefore, if half of the work that is required by an activity is completed, only half of the activity's budget should be used.

Page Used to View Earned Value

Page Name	Object Name	Navigation	Usage
Earned Value	PC_EA_EARNED_VALUE	Program Management, Interactive Reports, Earned Value	View earned value and other data that is related to time factors, budget, and actual cost of a project and its activities.

Viewing Earned Value

Access the Earned Value page.

Enter the necessary search criteria to filter the projects or activities that require earned value analysis. Click the Search button to retrieve and display a list of projects and activities that meet the specified parameters. Click the Reset button to reinstate the default search settings.

If a detail project is entered in the Project field, the page displays earned value data for the entire project and for each activity that is within the project.

If a program is entered in the Project field, the page displays earned value data for all projects that are under the specified program. The Max Level field limits the selection of child projects to the first, second, or third level under the program as it is defined on the enterprise program tree.

Percent Complete	Displays the percentage complete value that the system calculates based on the method that is selected on the Project Costing Definition page.
Duration (Days)	Displays the number of days that are allotted for the completion of the project or activity.
BCWS (budgeted cost of work scheduled)	Displays the budget amount that is allocated for the time period starting from the beginning of the project or activity to the current date.
BCWP (budgeted cost of the work performed)	Displays the budgeted cost based on the percentage of the project or activity that is completed and the corresponding duration date. For example, if the project is 50 percent complete, this field summarizes and displays all budget rows in the Project Transactions summary table (PC_SUMMARY_TBL) that have an accounting date that occurs on or before the halfway date of the project's duration. This is also known as the earned value.
ACWP (actual cost of work performed)	Displays the actual cost of the project or activity as of the current date.
Schedule Variance	Displays the cost difference between the baseline plan and the current progress of the activity at the current date. Calculated as: (Budgeted Cost of Work Performed) − (Budgeted Cost of Work Scheduled).
Cost Variance	Displays the difference between how much it should cost to achieve the current level of completion for the activity and how much it actually costs to a achieve the level of completion as of the current date. Cost variance is calculated as (Budgeted Cost of Work Performed) − (Actual Cost of Work Performed).
SPI (schedule performance index)	Displays the ratio of the work that is performed to the work that is scheduled, which is calculated as (Budgeted Cost of Work Performed) ÷ (Budgeted Cost of Work Scheduled).
CPI (cost performance index)	Displays the ratio of the budgeted cost of work that is performed to actual cost, which is calculated as (Budgeted Cost of Work Performed) ÷ (Actual Cost of Work Performed).

Viewing and Loading Estimate to Complete Transactions

This section provides and overview of the Load Estimate to Complete Application Engine process (PGM_ETC_LOAD) and discusses how to:

Set up estimate to complete analysis types.
Load estimate to complete transactions.
View estimate to complete transactions.

Understanding the Load Estimate to Complete Application Engine

Complete these steps to create estimate to complete rows in the Project Transactions table (PROJ_RESOURCE):

Access the Load Estimate to Complete run control page.
Enter the business unit (and optionally the project) for which to calculate the estimated remaining cost or billing amounts.
Select the option for Cost Estimate to Complete (ETC), or Bill Estimate to Complete (ETB), or both.
Click the Run button to run the Load Estimate to Complete Application Engine process (PGM_ETC_LOAD).

This process deletes these existing rows from the Project Transactions table:

Rows with analysis type ETC, if you selected the Cost Estimate To Complete option.
Rows with analysis type ETB, if you selected the Bill Estimate To Complete option.

The process creates new rows for the selected business unit and project based on these formulas:

ETC = (Remaining Work) × (Cost Rate) where the currency, remaining work, and cost rate are from the Resources by Activity page.
ETB = (Remaining Work) × (Bill Rate) where the currency, remaining work, and bill rate are from the Resources by Activity page.

An activity can have multiple ETC and ETB rows if there is more than one currency code that is used on the activity. The process summarizes the rows by activity and currency code and then calls the Transaction Loader Application Engine process (PC_INTFEDIT) to load the rows into the Project Transaction table.

You must manually initiate or schedule the Load Estimate To Complete process as often as you require time reports to be submitted. For example, if you require weekly time reports, you should approve time reports weekly, and run the This process cannot be initiated automatically in case users adjust the remaining work amount after the Expenses to Project Costing Application Engine process (PC_EX_TO_PC) loads time data from PeopleSoft Expenses. After users run the Load Estimate To Complete process for a business unit, and optionally for a project, the ETC and ETB rows remain in the Project Transaction table until the next occurrence of the Load Estimate To Complete process for that business unit and project.

Pages Used to View and Load Estimate to Complete Transactions

Page Name	Object Name	Navigation	Usage
Installation Options - Project Costing Integration	INSTALLATION_PCINT	Setup Financials/Supply Chain, Install, Installation Options, Project Costing Integration	Select the analysis types for transactions.
Load Estimate to Complete	RUN_PGM_ETC_LOAD	Program Management, Program Tools, Load Estimate To Complete, Load Estimate to Complete	Run the Load Estimate to Complete application engine to load the estimate to complete transactions into the Project Transactions table.
Project Valuation	PC_PRJ_ANALYTICS	Project Costing, Interactive Reports, Project Valuation	View the estimate to complete transactions at the project and activity level using the valuation template of your choice.

Setting up Estimate to Complete Analysis Types

Access the Installation Options - Project Costing Integration page.

Use this page to define the Cost Estimate to Complete and Bill Estimate to Complete analysis types. Users enter the analysis types that the system assigns to rows that are created when activity remaining work is multiplied by the activity cost rate and activity bill rate. Program Management delivers these analysis types for this purpose:

ETC: Cost estimate to complete.
ETB: Bill estimate to complete.

These analysis types are default values and can be changed by users.

See Understanding Transaction-Related Control Data.

Loading Estimate to Complete Transactions

Access the Load Estimate to Complete page.

Business Unit

Enter the business unit for which to calculate the estimated remaining cost or billing amounts.

Project

Enter the project ID to run this process for only one project. You can only choose from active projects.

Cost Estimate to Complete

Select to enable the process to reload the ETC rows in the Project Transaction table.

Bill Estimate to Complete

Select to enable the process to reload the ETB rows in the Project Transaction table.

Viewing Estimate to Complete Transactions

Access the Project Valuation page.

After estimate to complete transactions are loaded into the Project Transaction table, you can view them on the Project Valuation page using the appropriate valuation template that has been set up by the system administrator. The cost estimate to complete transactions appear as transactions with the analysis type that is specified on the Installation Options - Project Costing Integration. The default analysis type setting for cost estimate to complete is ETC and the default for bill estimate to complete is ETB.

See Setting Up and Using Project Valuation.

Viewing Forecast to Complete Variance

This section discusses how to:

View forecast to complete variance.
View the forecast to complete variance chart.

Pages Used to View Forecast to Complete Variance

Page Name	Object Name	Navigation	Usage
Project Costing Definition	BUS_UNIT_TBL_PC	Set Up Financials/Supply Chain, Business Unit Related, Project Costing, Project Costing Definition, Project Costing Definition	To use this analytic function, select a value for the Hours Unit of Measure field. This value converts the quantity of the selected unit of measure to hours.
Forecast to Complete Variance	PC_EA_ETC_ANL1	Program Management, Interactive Reports, Forecast to Complete, Forecast to Complete Variance	Provides project search criteria to display a list of project transactions with time and date variance data.
Forecast to Complete Variance - Graphical View	PC_EA_ETC_ANL2	Click the Graphical View link on the Forecast to Complete Variance page.	Uses search criteria from Forecast to Complete Variance page to display graphical view of project time and date variance data.

Viewing Forecast to Complete Variance

Access the Forecast to Complete Variance page.

Note. This page reports only projects for which the forecasting level is set to Project/Activity on the Program Management page.

Enter the necessary search criteria to filter the projects that require forecast to complete variance analysis. Click the Search button to retrieve and display a list of projects that meet the specified parameters. Click the Reset button to reinstate the default search settings.

The page displays time and date variance data for each project that is in the filtered list.

Click the Graphical View link to create a chart view of the variance data. This link is only available if the selected Summarize By option is Project.

Activity Selection

Activity, Percent Complete From, and Percent Complete Through

Select an activity ID for which the completion percentage ranges from the value in the Percent Complete From field through the value in the Percent Complete Through field to provide further search criteria.

Display Options

These options customize how variance data appears.

Show Only

Select a value other than the default All to limit the displayed variances by using a comparison variance value. Options are:

All.
Variance Days Over.
Variance Days Under.
Variance Hours Percent Over.
Variance Hours Percent Under.

Variance Value

Specify the variance value to use for comparison purposes.

Summarize By

Select whether variance data displays by Project or by Activity.

Time Variance and Date Variance

Activity	Displays the activity ID. This column is displayed only if Activity is selected in the Summarize By section.
Actual Hours	Displays the number of hours that are recorded for the project or activity.
Forecast to Complete Hours	Displays the number of forecasted hours to complete the project or activity from the forecasting tables FC_TIME_HDR and FC_TIME_DTL for the forecast horizon that was most recently completed.
Forecast Total Hours	Displays the sum of Actual Hours and Forecast to Complete Hours.
Budget Hours	Displays the total number of hours that are budgeted for the project or activity.
Variance Percentage	Displays the variance percentage, which is calculated as ((Forecast Total Hours) − (Budget Hours)) ÷ (Budget Hours) × 100
End Date	Displays the activity or project end date. If the list is summarized by activity, this is the activity's end date. If the list is summarized by project, this is the project's end date.
Forecast to Complete Date	Displays the completion date estimate from the forecasting table FC_TIME_DTL for the forecast horizon that was most recently completed.
Variance (Days)	Displays the difference (in days) between the end date and estimate to complete date. Negative values indicate that completion is ahead of schedule and positive values indicate the number of days that the project is behind schedule.

Viewing Forecast to Complete Variance Chart

Access the Forecast to Complete Variance - Graphical View page.

Chart Selection

Select one of the following chart options and click the Draw Chart button to display the chart.

% Variance Hours by Project: Displays a bar chart of budget versus forecast hours percent variance.

Project Status Breakdown: Displays a pie chart of projects classified by status.

Project Type Breakdown: Displays a pie chart of projects classified by type.

Variance Days by Project: Displays a bar chart of estimate to complete date variance.

Detail View

Click this link to access the Forecast To Complete Variance page, which displays the list of projects and corresponding variance data that are charted.

Max Level to Display	Indicate the maximum number of program levels to display for review. Options are 01, 02, or 03 levels down from the selected program.
Search	Click to display a list of programs and projects. The size of the list depends on the number of levels that you specify in the Max Level to Display field.

Business Unit	Enter the business unit for which to calculate the estimated remaining cost or billing amounts.
Project	Enter the project ID to run this process for only one project. You can only choose from active projects.
Cost Estimate to Complete	Select to enable the process to reload the ETC rows in the Project Transaction table.
Bill Estimate to Complete	Select to enable the process to reload the ETB rows in the Project Transaction table.