Projects¶

Overview¶

The Projects capability provides job costing, project ledger analysis, task-level tracking with hierarchies, and planning line comparison for complete project profitability management.

Semantic Model Tables¶

Dimensions¶

Table	Description
Project	Job master — project number, description, status, ending date, bill-to customer, and project posting group
Project Task	Job Task hierarchy — task number, description, WBS indentation, and task type (posting/heading/total). Supports drill-down from summary to detail tasks
Resource	Resource master — resource number, name, type (person/machine), and base unit of measure

Facts¶

Dim Table	Fact Table	Description
Project Ledger	Projects	Project ledger entry measures — cost, sales, and profit aggregations by resource type (resource, item, GL) and totals. The dim table holds transaction details (entry no)
	Project Plans	Job Planning Lines — planned amounts and quantities by task and line type for budget vs. actual

Key Measures¶

Project Entry (15)¶

Category	Measures
Resource	Project Resource Quantity, Cost, Sales, Profit
Item	Project Item Quantity, Cost, Sales, Profit
G/L	Project GL Cost, Sales, Profit
Total	Project Total Cost, Sales, Profit
Links	Project Ledger URL

Project Plans (6)¶

Project Plan Budget Quantity, Budget Cost, Budget Sales, Billable Sales, Budget Profit, Billable Profit

Use Cases¶

Project profitability — Compare actual costs and revenue against plans by project and task
Task-level analysis — Drill into WBS structure to identify cost overruns at the task level
Resource utilization — Analyze hours and costs by resource type (person, machine, GL)
Plan vs. actual — Compare planning lines against ledger entries for variance analysis
Dimension-based reporting — Analyze project costs by all 8 global dimensions