Viewing Information about Projects

Several views are available to assist you in analyzing and summarizing project information. You can access the following information by selecting the appropriate view in the Project window. The project’s summary and analysis views are:

Properties

The Properties view displays general information about the project, work breakdown structures, analysis requests, project justification, action plans, approvers, and assets involved. This information is entered when creating a project. For example:

Hierarchy

The Hierarchy view displays the location of the project within the project hierarchy. From the tabs, you can view the following information:

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The project’s physical location within the project hierarchy

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Estimated costs summary by project, throughout the hierarchy and summarized at each level

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The work orders and work requests for each project in the hierarchy

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Benefits achieved for each project

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Status change history

For example:

Reliability Project Usage

The Reliability Project Usage view is available when the project type supports reliability projects. The view shows objects and analyses linked to the project. For example:

Benefits Achieved

The Benefits Achieved view displays the benefits achieved for the project. The table lists the effectiveness of the project with respect to the expected benefits and project justification entered in the project planning stage. For more information regarding recording benefits achieved, see Recording Benefits Achieved.

Work Management

The Work Management view provides a summary of all the work orders and work requests for the current project. You can also create new work orders and work requests from this view. All tabs in this view support recursion so you can view work orders for the current project or for the current project and all its sub-projects. For an explanation of creating work orders in projects, see Creating Work Orders and Tasks for Projects. For information about creating work requests, see Creating Work Requests for Projects.

Costs

The Costs view displays the costs summary of the project and its sub-projects, including planned, actual, and remaining costs in both chart and tabular formats. The summary amounts for labor and materials in this view originate from Accounting Settings.

Note: If the project hierarchy spans sites with different currencies, the estimated costs and cost summaries of the sub-projects are converted to the currency used at the parent project’s site.

Recalculating Project Costs

There are two approaches to calculating project costs:

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Update project costs in real time. For example, as work orders are added to a project and its descendant projects, the costs associated with work order tasks and transactions are added to the total project costs

This functionality is controlled by an option in project settings, which is enabled by default. You can clear the option if you wish to defer cost calculation.

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Update projects manually. In the Project window, click the Tools menu and Recalculate Costs. The cost summaries for the current project and its descendant projects are recalculated