Controlling Status Reports MOD009CJQ New from DB 39.5.10

Description for versions < DB 39.5.10

Access path

• PM Administration Special Editing Modules Controlling Status Reports

Information

• This module provides the option to create controlling status reports for single projects or several projects at once.
• Controlling status reports are reports which show the project status up to the defined date in contrast to the regular status reports, which show the project status up to the date of report creation.
• For controlling status reports, a key date can be defined by which the actual values are excluded and remaining values are adjusted accordingly.

Details

• When it comes to data, a controlling report is identical to a regular status report with the following distinctions:
  • Controlling report checkbox set on report level
  • Adjustment of actual and remaining values on lowest level (DT827)
    • In order to exclude the actual values after a defined key date and adjust remaining values, the following rule is applied:
      • If the load date of a record is later than the key date (i.e. later than Period up to), the actual value is output as a remaining value.
  • Own summarization of the actual and remaining values (in all respective report tables)

Create Controlling Status Reports

Procedure

• Enter the required key date in the Period up to field.
• Activate the Create controlling status report checkbox for projects for which controlling reports are to be created.
• Click on the Create controlling status reports button

Details

• The creation of several controlling status reports is done successively in piles.
• The controlling status reports are displayed sorted by the key date of the report, regardless of the sequence of creation.

Notes

• The date specification in the Period up to field must not be in the future.
• A controlling status report is always released implicitly by the system upon its creation. You cannot cancel the release for a controlling status report.