Prerequisite:
Must have installed all Extended Service Packs through March 2022.
Part 1:
** IMPORTANT** If you have already set up the ProjectReview report in your environment then go to Part 2.
Set Extract Parameters
Go to System > Extracts > Extract Parameters.
%JCBUDGETS – First entry must be "initial" budget, second entry must be "current" and third entry must be "Forecast".
%JCHOURS – First entry must be units for "Hours".
Generate Entities
Go to System > Extracts > Entity Maintenance.
CoCompany
GLPeriod
JCJob
JCJobVal
JCGroup
JCLocation
JCType
JCManager
Extract Tables to SQL
Go to System>Extracts>Extracts Maintenance.
Go to JCJobVal extract and make sure the Type is set to Period History.
Select the Extract and run Create SQL Table.
Select the Extract and run Extract Data.
Part 2:
Schema Specific Views
Go to System > Extracts > Views.
Schema: ExecutiveProjectOverview
Views:
{kco Company}
{Mod GL}Period
{Mod JC}{JC Contract}
{Mod JC}{JC Contract}Values
Run Financial Date Extract Data for JCJobVal Extract
Select the Fiscal Date range that you want to see on your report.
Download Dashboard ExecutiveProjectOverview Template
Go to System > Extracts > Reports.
When you open the template, you will be prompted to sign in to your SQL database.