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
Benefit: project benefit entered via financial events in the project details.
Cost: project costs entered via financial events in the project details or via allocation costs.
Net Value: (total benefit - total cost) 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.
Due 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 Boolean Fields: filter or group data fields by values of custom boolean fields.
Custom Lookup Fields: filter or group data fields by lookup values of custom lookup fields.
Custom String Fields: filter or group data fields by values of custom string 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).