Analyzing Projects


In this topic, you will learn how to analyze a project.

 

Analyzing projects allows you to see real-time project information that is pulled from the project summary tables and displays all resource transactions for a selected project.


Steps:

  1. Begin by navigating to the Transaction List page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Project Costing menu.

    Step 2

  3. Click the Transaction Definitions menu.

    Step 3

  4. Click the Transaction List menu.

    Step 4

  5. Click the Look up Business Unit (Alt+5) button.

    Step 5

  6. Click the USCSP link.

    Step 6

  7. Click the Look up Project (Alt+5) button.

    Step 7

  8. Click the 20000029 link.

    Step 8

  9. Click the Search button.

    Step 9

  10. Use the Transaction List page to view transactions that belong to a project activity.

    Step 10

  11. Use the Analysis Group field to filter the transactions that you want to view. You can view only the transactions that belong to analysis groups to which you have been granted security access.

    Step 11

  12. Click the Look up Analysis Group (Alt+5) button.

    Step 12

  13. Click the BUD link.

    Step 13

  14. Click the Choose a date (Alt+5) button.

    Step 14

  15. Click the desired date.

    Step 15

  16. Click the Choose a date (Alt+5) button.

    Step 16

  17. Click the desired date.

    Step 17

  18. Choose from "Accounting Date", "Journal Date", "Posted Date", or "Transaction Date"

    .

    Click the Date Type list.

    Step 18

  19. Click the Accounting Date list item.

    Step 19

  20. Click the Search button.

    Step 20

  21. Use the Transaction Detail button to access the Transaction Detail page where you can view more detailed information for a particular transaction.

    Step 21

  22. Click the Transaction Detail button.

    Step 22

  23. Note the extensive amount of transaction information on the page.

     

    Click the Return to Project Transactions link.

    Step 23

  24. Use the Drill to Source button to view the PeopleSoft application where the transaction originated. You'll also see information on how the row was created.

    Step 24

  25. Click the Drill to Source button.

    Step 25

  26. Click the OK button.

    Step 26

  27. Click the Save button.

    Step 27

Congratulations, you have successfully learned how to analyze projects.

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