You need to identify the main analytical apps to use to ensure a good follow-up of your projects.
You want to review the planned and budgeted data for your projects in an SAP S/4HANA report and discover the possible display and editing settings (such as available views, bookmark creation, report export, and navigation to other relevant apps). You want to understand how to customize the report layout and save your custom layout for future use.
As in most of the reporting apps, selecting displayed elements enables you to perform additional analysis or actions. Depending on your needs, you choose different apps:
- Apps to monitor projects: Project Financial Controller Overview, Project Control - Enterprise Projects, Monitor Projects.
- Apps to follow-up on actual and plan data of projects: Project Cost Report Plan/Actual, Project Cost Report – Line Items, Projects Actual.
- Apps to check the budget and commitments on projects: Project Budget Report.
Reporting apps will enable you, once the project you are interested in is selected, to access an overview of costs, budget, and plan data. Then, from this display, you have the possibility to analyze the details using the Analyze in option.
Example of drill-down approach:
- 1. Open the Project Control – Enterprise Projects app
- 2. Filter the project(s)
- 3. Select the project(s)
- 4. Choose Analyze in
- 5. Select, for example, the Monitor Projects app.
Then choose View Costs or View Budget.
The Project Financial Controller Overview app shows the main information of your project on a single page. The information is displayed on a set of cards. This allows you to focus on the most important tasks. Then you can view, filter, and react quickly.
The cards show you the most important information ranked according to relevance. For example, on the Planned Projects card, you can see a list of planned projects that have been created but not yet released and are sorted based on their start date.
Note
It is possible to customize the display of the app. You can hide one of the cards using the Manage Cards feature.
Through the Monitor Projects app, you can monitor enterprise projects in a graphical way by displaying various costs, such as plan costs, actual costs and commitments, and associated budget. A variance is also calculated.
Using the Project Cost Report app, you can monitor project costs by comparing plan costs with actual costs. You can also monitor the variance and costs at individual line item level.
With the Project Budget Report app, you can monitor project costs and budget by comparing the budget with the assigned value (actual costs and commitments). It is also possible to compare available budget and plan costs at individual line item level.