View Utilization Details

A view utilization details offers the ability to view the utilization of the project. The status and total amount allocated for the project is displayed based on the selection of the project code. You can view the project utilization details from the starting and ending range of period by the selection of specific year. You can also view the utilization details based on the selection of purpose.

Select the “View Utilization” data hyperlink from the “Maintain Project/Sub Project” page under the “Project Definition” business component.

The “View Utilization details” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details:

Project Code	The unique code that identifies the project. On press of the “Enter” key the system retrieves the project details according to the project code entered here.
Project Name	The name of the project.
Status	The status of the project.
Revision No.	The unique number that identifying the revision number. Use the drop-down list box list box to select the existing revision number.
Purpose	Use the drop-down list box to select the purpose of the project. The combo is loaded with the values “Execution”, “Purchase” and “Revenue”.
Total Amount	The total amount allocated for the project.
Finance Book	Use the drop-down list box to select the finance book of the project.
Year	Use the drop-down list box to select the year that you wish to retrieve the project details.
Period From	The starting month of the period from which you wish to retrieve the details.
Period To	The ending month of the period till which you wish to retrieve the details.
Detail	Select the check box if you wish to view the detailed utilization.

Click the “Fetch” button to retrieve the details in the multiline.

The system displays the following details in the multiline if the purpose is selected as “Purchase”

Purpose	The purpose of the project.
Finance Book	The finance book of the project.
Period	The period of time allocated for the project.
Item Group Code	The unique code that identifies the item group.
Item Group Description	The description of the item group.
Budgeted Amount	The budget amount which has been allocated against the item group.
Planned Value	The planned value of the item group based on the purchase order and purchase request.
Utilized Value	The utilized value of the item group based on the goods receipt created against the purchase order.
Balance Value	The balance value against the item group. Balance Value = Budgeted Amount – Planned Value – Utilized Value.
Proposed Value	The proposed value of the project based on the proposal line number.

On selection of the “Detail” check box, the system displays the following details in the multiline:

Purpose	The purpose of the project.
Finance Book	The finance book of the project.
Code	The unique code that identifies the work group.
Description	The description of the work group.
Tran. No	The number that has been created against the purchase order of the item.
Tran. Date	The date on which the transaction number is created.
Tran. Status	The status of the transaction.
Basic Value	The basic value of the item. Basic value = Quantity * Rate.
TCD Amount	The tax amount calculated for the basic value.
Total Value	The total value of the purchase order. Total Value = Basic Value + TCD Amount.

The system displays the following details in the multiline if the purpose is selected as “Execution”

Purpose	The purpose of the project.
Finance Book	The finance book of the project.
Period	The period of time allocated for the project.
Level1	The code that identifies the task group.
Level1 Desc	The description of the task group.
Level2	The code that identifies the sub group.
Level2 Description	The description of the sub group.
Budgeted Amount	The budget amount which has been allocated against the task group and sub group.
Planned Value	The value based on the authorized SCO against the task group and sub group.
Utilized Value	The value based on the goods receipt against the SCO or task group and sub group.
Balance Value	The balance value against the task group and sub group. Balance Value = Budgeted Amount – Planned Value – Utilized Value.
Proposed Value	The proposed value of the project based the proposal line number.

On selection of the “Detail” check box, the system displays the following details in the multiline:

Purpose	The purpose of the project.
Finance Book	The finance book of the project.
Code	The unique code that identifies the work group.
Description	The description of the work group.
Tran. No	The number that has been created based on the execution purpose.
Tran. Date	The date at which the transaction number is created.
Tran. Status	The status of the transaction.
Basic Value	The basic value of the task group and sub group. Basic value = Quantity * Rate.
TCD Amount	The tax amount calculated for the basic value.
Total Value	The total value of the purchase order. Total Value = Basic Value + TCD Amount.