Reporting Areas

The Framework Manager model for Planning has several reporting areas.

Reporting Area

Purpose

Project Status Trend

Generate reports that display either or both of the following types of data:

Current status of existing projects using current period, YTD, and ITD actual hours and amounts. (ITD and YTD values are through the latest closed fiscal period. They do not include the current period in Costpoint Planning.)

Projected (trended) performance for existing and new business projects for up to 24 future fiscal periods using data from the baseline budget or the final version of the most recent budget or estimate at completion (EAC).

Project Status Details

Generate detailed reports on project actual and budgeted performance using detail data from all past, current, and future fiscal periods and subperiods. Data from all budget and EAC versions is available.

General Ledger Detail

Generate reports that display or summarize actual Costpoint transaction detail for existing projects. This reporting area contains no budget data. It is commonly used for drill-through reports.

A/R Header History

Generate reports that display current Costpoint AR invoice balance information for existing projects. This reporting area contains no AR history and no budget data. It is commonly used for drill-through reports.