This article describes the integrated pivot report for financial data in Meisterplan.
General
In the General section of your user group, you need to have the Access Financial Data right to access this report.
The financials pivot report displays projects and associated financials.
Information about integrated pivot reports in general is available in the article Integrated Pivot Reports - Overview and Templates.
Relation to the Active Portfolio
The report will display projects from the active portfolio and associated financials.
Data for projects not matching the filter of the active portfolio will not be displayed.
Configuration
In the report's toolbar, you configure the Time Unit.
Time Unit
Available options:
- Years-Quarters-Months
- Months
- Weeks
Available Fields
Field Types (Icons)
Data Field: numeric value selectable as data field.
Single Filter/Grouping Field: text field available for filtering and grouping.
Composite Filter/Grouping Field: date field or OBS sub-structure available for filtering and grouping. These fields are multi-level: for dates, you can group by year, quarter and/or month. For OBS, you can group by the top level and each sub-level. OBS levels will be numbered.
Financial Fields
Actual Benefit: sum of actual financial events of the benefit type.
Actual Costs: sum of actual financial events of the OpEx and CapEx type and planned allocation costs.
Actual Net Value: (total actual benefit - actual costs) of a project.
Deviation of Actual Benefit from Plan: the difference between actual planned benefit displayed in time unit or percent, with a positive number indicating that the actual benefit is higher than the planned benefit.
Deviation of Actual Costs from Plan: the difference between actual costs and planned costs displayed in time unit or percent, with a positive number indicating that the actual costs are higher than the planned costs.
Deviation of Actual Net Value from Plan: the difference between actual and planned net value displayed in time unit or percent, with a positive number indicating that the actual net value is higher than the planned net value.
Planned Benefit: sum of planned financial events of the benefit type.
Planned Costs: sum of planned financial events of the OpEx and CapEx type and planned allocation costs.
Planned Net Value: (total planned benefit - planned costs) of a project.
Allocation / Event: filter or group data fields by source of financial figures: Allocation or (financial) Event.
Description: filter or group data fields by descriptions entered for a financial event in the project details.
Finance Category: filter or group data fields by finance categories assigned to financial events in the project details.
Finance Type: filter or group data fields by finance type, OpEx, CapEx or Benefit.
Date: filter or group group costs/benefit from financial events by due date entered for the respective event (flat grouping field displaying the first day of the week for weekly reports, composite grouping field with year/quarter/month for monthly reports).
Project Fields
Business Goal Name: filter or group data fields by business goals of associated projects
Program Name: filter or group data fields by names of associated programs
Project Cost Type: filter or group data fields by project cost type
Project Manager: filter or group data fields by project manager
Project by Name: filter or group data fields by project name
Project by Rank: filter or group data fields by project name; projects are sorted by rank
Rank: filter or group data fields by rank
Rank Category: filter or group data fields by project positions relative to the must-have and cut-off lines: Above Must-Have, Below Cut-Off or Between Must-Have and Cut-Off
Status: filter or group data fields by project status
Custom Checkbox Fields: filter or group data fields by values of custom checkbox fields
Custom Single-Select Fields: filter or group data fields by single-select options of custom single-select fields
Custom Text (Single-Line) Fields: filter or group data fields by values of custom text (single-line) fields
Start/Finish Date: filter or group data fields by project start/finish (composite grouping fields with year/quarter/month)
Project OBS: filter or group data fields by project OBS (composite grouping field with all OBS levels)
Custom Date Fields: filter or group data fields by values of custom date fields (composite grouping fields with year/quarter/month)
Scenario Comparison Fields
The previously listed data fields also have scenario comparison counterparts which can be configured in a report in scenario comparison mode. You can also configure difference fields in the mode, which display the difference in value between the two compared scenarios. To display these values, enter scenario comparison mode and configure the desired compared scenario KPIs. Learn more in the article Scenario Comparison.
