Hierarchy Reports: Costs, Revenues, and Payments 

Use

With this function, the system represents the value flow of commercial data in single projects, partial projects, or across several projects, from hierarchical points of view. The evaluation is based on all the data in the RPSCO project information database.

RPSCO contains all project-related cost, revenue, and payment data, summarized by value category. Value categories are groupings of cost elements and commitment items.

The following are among the cost/revenue/payment values available in the reports:

·        Actual

·        Commitment

·        Plan

·        Budget

·        Sales order

·        Results analysis

·        Internal business volume

·        Transfer price

·        Orders for projects

·        Overall plan

The value flow in the hierarchy reports is compiled per attributes and key figures. The data is made available for evaluation, and the hierarchy is set up, in line with the attributes and key figures defined. . This way, you can use attributes and key figures to reproduce special features of your hierarchy - for example, to take account of the elimination of internal business volume.

Various standard hierarchy reports are predefined in the standard system.

For details on the hierarchy setup and its effect on the values shown in the reports, read Hierarchy Setup and the Effect on Values Displayed.

You can create your own reports to complement the standard reports.

Prerequisites

Before using the hierarchy reports, you must first do the following in the Project System IMG:

·        Stipulate value category

Do this before you make any postings. The system uses the value categories when evaluating the data. For the system to be able to evaluate data correctly in the hierarchy reports, you must assign the cost elements and commitment items to the value categories. There is a checking program you can use to verify the assignment.

·        Transport standard reports and reports you have defined yourself from client 000

·        You must reconstruct the project information database when you first access the report and when you subsequently change any of the value categories.

Features

·        You can use hierarchy reports to evaluate one project or several. The system selects the data for the following objects:

¡        Work breakdown structure (WBS)

¡        Networks

¡        Activities

¡        Order

¡        Components (valuated stock only)

¡        Value categories

Evaluation is within a controlling area. The controlling area determines which currency and fiscal year variant are used.

·        You can navigate through the data in a report according to various attributes and indicators. You do not need to select the data from the database again. You can evaluate the data per the following attributes:

–         Period or year cumulative

–         Value categories

–         Object

–         Currency

–         Results analysis categories

–         Business transaction

·        You can use the report/report interface to call up more reports. You can branch to the following types of report:

–         Further hierarchy reports

–         Cost element reports

–         Line item reports

You use the report/report interface parameters to stipulate the reports to which you can branch. If you have defined new reports, you must maintain the parameters to accommodate these, then update the list in the report/report interface. You maintain the report/report interface parameters using a copy function in the Project System IMG. Choose Information System ® Costs/Revenues Information System ® Hierarchy Report ® Report Assignment ® Copy report-report interface.

Settings within the report:

·        You can evaluate data per various sort criteria and views.

You define the view in the database profile. To change the view when in the report evaluation, choose Edit ®Hierarchy ® Select.

·        You can evaluate simulations. You select the hierarchy in line with the simulation version.

·        Note that from Release 4.6 on, the majority of the hierarchy reports are delivered without the option of selecting data from project versions. If you still wish to display data from project versions, see Note 309701 for a description of the procedure.

Activities

The essentials for creating a hierarchy report are as follows:

·        Create a form
You use a form to stipulate the contents and structure of the detail list in a report. Among other things, you define the value types to be displayed in a report, for example, the plan, actual, and/or budget values.

·        Create a report
You define the drilldown list of a specific report when you create it. In the process, you stipulate the attributes used to evaluate the data in a report.

At this time, you must use forms to create reports in the Project System.

The text that follows contains an example of defining a report, in which you can compare plan, actual, commitment, and assigned values.

For more information on how to define reports from the drilldown, refer to the CA - Drilldown Documentation.