Progress by Milestone - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016 R4)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat_custom
2016 R4 (8.4)

The Progress by Milestone report can be used to visualize the progress of a planned requisition based on a selected milestone. The report utilizes the Planned, Forecast and Actual date information of the selected milestone.

In the Selection box, you can select one or multiple values from the following lists, to filter and limit the displayed data accordingly:

  • Project - Project for which the planned requisition is created

  • Requisition Type - The requisition type influences which agreement type is available for the requisition later on. The available types are Order and Subcontract.

  • Origin - The originator of the requisition.

  • Milestone Set - The set of milestones assigned to the planned requisition, by which the requisition can be tracked. The selection of milestone sets restricts the list of available milestone labels

  • Agreement Type - The available agreement types of a planned requisition depend on the purchase indicator of the requisition, the requisition type, and the setting of project default ZP_CONSPCI.

  • Scope - Scope of planning covered by the planned requisition. The scope can be used to limit the planning and, subsequently, the tracking of milestones to focus on either the inquiry-only requisition or the requisition for purchase.

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.

To run the report, select a milestone from the Milestone Label list. The result is displayed in two report formats.

Report Formats

Progress by Milestone

This report format contains the planned requisition count on the y-axis and the Month/Year on the x-axis. The Planned, Forecast, and Actual curves present the information on a cumulative basis.

Monthly Progress by Milestone

This report format displays the data that are used to show the curves in a tabular form, grouped by month.

  • 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 synchronization, direct query)

CIP

n/a (no CIP)

Log File

get_milestone_labes_......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

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_origins.origin_code

Milestone Set

P.60.03

Milestone Set

m_ms_sets.mset_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

Milestone Label

P.60.03

Label

mc_code

Planned

P.60.03

Planned

Count of appearance where the scheduled_date is set

Forecasted

P.60.03

Forecasted

Count of appearance where the planned_date is set

Actual

P.60.03

Actual

Count of appearance where the actual_date is set

Month/Year

scheduled_date, planned_date, or actual_date