Management Views
Management Views enable a firm to build and deploy reports. They are the primary custom reporting mechanism within Project Analyzer.
Users must be granted Management Views permissions on the System Configuration Security tab to access Management Views.
Working with Existing Views
Simply select the desired view from the Available Views list on the left side of the window. The selected view is displayed in the detail window to the right. Refer to Working with the Data Entry Grid for more information on manipulating the data grid.
Standard Views
Newforma publishes and maintains a set of Management Views with each release. These are made available to users by the system administrator. The following management views are included by default with Project Analyzer:
Name |
Default Status |
Description |
Data Source(s) |
|
Awards |
Active |
Shows a list of awards and their descriptions by client, project, principal and project manager |
Project Analyzer and Deltek Vision |
|
Billing Variances |
Active |
Compares prior month's billing projections to actual current month billing. |
Project Analyzer and Deltek Vision |
|
Opportunity Status |
Active |
Provides a summary of current opportunities by status, office, client, project and more. Includes stage information, probability, and weighted fee projections. |
Project Analyzer |
|
Planned Labor Review |
Active |
Builds revenue projections based on the target EAC using direct labor cost and the current project effective multiplier where direct labor cost planned times the effective multiplier equals net projected revenue. |
Project Analyzer and Deltek Vision |
|
Planned Labor Review (Detailed) |
Inactive |
Provides the same information as Planned Labor Review, but does not roll up employee revenue by phase. Instead it shows each employee's hours and cost for each week of the phase. |
Project Analyzer and Deltek Vision |
|
Project Approval Status |
Active |
Displays detailed information about the schedule, budget and work plan approval statu. This report includes who made changes and when. |
Project Analyzer |
|
Project List |
Active |
Provides information about all active and inactive projects, including year, principal, project manager, start date and end date |
Project Analyzer |
|
Project Status |
Active |
Provides a snapshot of recent project activity and key schedule dates. Shows the date and time and who made the last project update. |
Project Analyzer |
|
Schedule |
Active |
Displays project information by phase, including start date, end date, phase name, fee name, edit by and edit date. |
Project Analyzer and Deltek Vision |
|
Timesheet Latency |
Active |
Used to identify users who are late submitting their timesheets. Displays submission status, total days late and average days late by user. |
Project Analyzer and Deltek Vision |
|
Timesheet Latency Detail |
Active |
Used to identify users who are late submitting their timesheets. Displays additional detail per timesheet not included in the Timesheet Latency view. |
Project Analyzer and Deltek Vision |
|
Version in Use |
Active |
Used by system administrators to identify users who need to upgrade. Displays the Project Analyzer version and the date last accessed for each user. |
Project Analyzer |
|
Weighted Monthly Review |
Active |
Uses the data in Project Analyzer active projects and opportunities to build a weighted monthly revenue (fee) projection for the next 12 months. The projection is weighted using probability. |
Project Analyzer |
The list of standard reports is intended to serve as an example of what is possible. The report names and visibility may be different at each firm. Users should contact their system administrator if they wish to view a standard report that is not currently available.
Management views are activated on the Management Views tab of Newforma Project Analyzer Connection Manager.
Modifying Existing Views
Existing views can be modified to include different columns and/or more or less detailed data rows. See this topic Save a Management View Layout for more information. Summaries and formats can be modified as well.
Creating Custom Views
Management Views are typically edited and maintained by a system administrator using Newforma Project Analyzer Connection Manager.
Newforma Project Analyzer Connection Manager is not typically installed for users. If a user requires the ability to create or edit management views, they should contact their system administrator to discuss installation.
To access Management Views
click the ribbon bar Home tab, then click Management Views in the Reporting section of the ribbon bar.