: : By Using Integrated Analysis Tools

Viewing the Outstanding Status

This functions displays all the customer project's business objects in progress.

From a project, go to Edit > Dashboard > Outstanding for project.

A new tab is displayed in the project record sheet.

Accounting Situation

From a project, go to Edit > Dashboard > Accounting > Accounting position.

Three tables linked to the project are visible thanks to this function:

Analyzing the Current Project's Flow

From a project, go to Edit > Dashboard > Flow analysis for the current project.

Viewing the Situations History

From a project, go to Edit > Dashboard > Status history.

Generating a Project overview

The project summary displays the sales, purchases and employees information in three categories: budget, results and remaining tasks. It can be launched from a project (only one line displayed) by displaying batches and sub-batches.

It can also be launched from a list of projects (limited to 1000 projects). The budget information is the memorized values when calculating a project budget.

  1. From a project, go to Edit > Dashboard > Project overview.
  2. Select the period you want to view and validate.

Searching for Projects on the Same Project Group

This function allows you to search for all the projects belonging to the same project group as the current project.

From a project, go to Edit > Dashboard > Search for projects in the same project group.