Financial snapshots - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

  REVRC (Revenue recognition).

Functional

  PJM :  Project management

Sizing

  PJMGR :  PJM grids

General parameters

The following general parameters may change the way the function is working :

Common Data

  ESTPRBINIT (defined at level Site) : Estim. budget progress init.

  ESTPRGINIT (defined at level Site) : Estim. project progress init.

  ESTPRGMET (defined at level Site) : Bud/proj progress estim method

  ESTPRGSYNC (defined at level Site) : Updated est. progress/snapshot

  ESTPRTINIT (defined at level Site) : Estimated task progress init.

  ESTPRTMET (defined at level Site) : Task progress estim. method

  ESTREVSYNC (defined at level Site) : Updated est. revenue/snapshot

  FINOVERSYN (defined at level Site) : Updated fin. status/snapshot

Authorizations

This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.

The following options can be activated or deactivated for each user :

  Financial snapshot extraction

Miscellaneous prerequisites

  Unit conversions must exist between the time unit defined for the project (Financial status section) and the time unit defined in the snapshot header (UOM field).

  Unit conversions must exist between the Overview currency (CUROPP field) defined for the project and the currency defined in the snapshot header (CUR field).

Tables used

The following tables are implemented by the function :

Table	Table description
ATEXTRA [AXX]	Texts to translate
PJMSNPH [PSNPH]	Snapshots