Reporting for order management, project settlement, and for project resource management
Project duration: 4 years, 11 months
Brief description
Supporting the implementation, maintenance, and further development of a reporting system for evaluating data from a standard software for order management, project settlement, and project-specific resource management.
Supplement
The reporting system consists of MS SQL Server stored procedures, which can be called from Excel templates for data mining. The stored procedures read the data from copies of the relevant tables of the standard software, taking account of the filters that have been passed. The filter criteria for the reports are set in Excel, and the data are optionally grouped and totaled according to specified criteria. A framework is used to administer the role-based authorizations and the distribution of the Excel templates. The reports are used by the managers and company controllers for checking receivables, project revenue etc. Special reports on the optimum support for their work are drafted and implemented for the respective tasks.
Subject description
A reporting system is implemented to evaluate the data of a standard software for project settlement and for project-specific resource management. The reports are used to control, for example, employee capacity, project revenue, receivables, not-yet-invoiced work, project lists, internal settlements etc. for the projects or for organizational units. A role-specific permissions system provides the necessary data protection. Controlled by the permissions system, the displayed data is restricted to specific user groups and the access rights for individual areas are released.