The Procurement Earned Progress report can be used to monitor a project procurement team’s earned progress. The progress is measured using milestones assigned to planned requisitions, defined on the P.60.03 Requisition Planning screen in Smart Materials. The project procurement team earns progress as milestones with associated earned progress values are actualized.
To generate a Procurement Earned Progress report, select the appropriate format from the Report Formats group in the Selection box.
You can select one or multiple values from the following lists to filter and limit the displayed data accordingly:
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Project - Project for which the planned requisition is created
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Requisition Type - The requisition type controls which agreement type is available for the requisition
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Origin - The originator of the requisition
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Milestone Set - The milestone set that is assigned to the requisition and by which the requisition is to be tracked
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Agreement Type - The agreement type is depending on the selected requisition type
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Scope - Determines the scope of planning covered by this planned requisition
The selection is limited to a maximum number of 1,800 entries.
To select multiple values, press and hold CTRL while selecting values from the list.
After selecting the values, click Go to apply the filter.
To remove the filter and display all data, click Clear All.
Click to collapse the Selection box. To display the Selection box again, click .
The chart legend entries are truncated if their length exceeds 30 characters.
Report Formats
The Procurement Earned Progress report includes the following report formats:
(1) Summary by Project
The (1) Summary by Project report format will present the total procurement earned progress (%) at the project level. This report format provides the procurement management with a quick overview of the total procurement earned progress by project. The report format utilizes (3) Project Details and summarizes earned progress at the project level. The summary by project is calculated as sum (total requisitions procurement earned progress) / # of requisitions.
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This is an interactive report.
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Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.
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To change the number of displayed rows, select a value from the Rows list.
Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).
(2) Cumulative Progress
The (2) Cumulative Progress report format presents the Month/Year on the x-axis and Total % Complete on the y-axis on a cumulative basis. The report format shows the Planned, Forecast, and Actual curves, which are calculated by progress of every milestone which has the corresponding date set.
If progress is recorded for a milestone, but the actual date is not set for this milestone, the accumulated progress shown in the Actual curve might differ from the project progress (%) shown in the other report formats.
(3) Project Details
The (3) Project Details report format presents the total procurement earned progress (%) at the requisition level.
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This is an interactive report.
-
Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.
-
To change the number of displayed rows, select a value from the Rows list.
Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).
Data Sources
The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.
Screen |
P.60.03 Requisition Planning |
Table |
n/a (no sync table) |
CIP |
n/a (no CIP) |
Log File |
get_r1_data_......log |
The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.
Value |
Screen |
Field |
Database Column |
Other Source/Comment |
---|---|---|---|---|
Project |
P.60.03 |
Project |
m_eng_comm_items.proj_id |
|
Requisition Type |
P.60.03 |
Requisition Type |
m_eng_comm_items.r_type |
|
Origin |
P.60.03 |
Origin |
m_eng_comm_items.origin_id (-> m_origins.origin_code) |
|
Milestone Set |
P.60.03 |
Milestone Set |
m_eng_comm_items.ms_id (-> m_ms_sets.ms_code) |
|
Agreement Type |
P.60.03 |
Agreement Type |
m_eng_comm_items.order_type |
|
Scope |
P.60.03 |
Scope |
m_eng_comm_items..eci_scope |
I - Inquiry-only P - Purchase-only U - Unrestricted |
Engineering Requisition |
P.60.03 |
Engineering Requisition |
m_eng_comm_items.r_code |
|
Description |
P.60.03 |
Description |
m_eng_comm_item_nls.description |
|
Buyer |
m_reqs.buyer (-> m_users.last_name||', '||m_user.first_name) |
Buyer is available as soon as a buyer is assigned to the requisition on P.30.01. |
||
Requisition Progress (%) |
P.60.03 |
Progress |
Calculated |
Progress of the requisition. |
Project Progress (%) |
Calculated |
The project progress is calculated as sum(project requisition progresses)/count(project requisitions). The project progress might differ depending on the filter usage. |
||
Planned |
Accumulated value |
Calculated by progress of every milestone which has the planned date set. |
||
Forecast |
Accumulated value |
Calculated by progress of every milestone which has the forecast date set. |
||
Actual |
Accumulated value |
Calculated by progress of every milestone which has the actual date set. |