Projects Analytics
Projects Analytics provides 48 SSRS reports covering project cost control, BOQ management, budget tracking, resource planning, schedule visualization, and progress reporting. These reports integrate data from timesheets, material issues, work orders, measurements, and cost allocations to deliver comprehensive project visibility across all active jobs.
Analytics & Reports → Projects Analytics
All 48 reports use UserID as a mandatory security parameter. The system resolves the user's company automatically and applies row-level security so users only see jobs they are authorized to access.
Complete Report Inventory (48 Reports)
The following table lists every report in the ProjectsAnalytics SSRS folder, grouped by functional area. Reports marked with SP use stored procedures; those marked SQL use inline queries.
Budget & Cost Analysis — 16 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 1 | Job Cost Report | SP | Top-level job cost with work completion %, cost variance, and profitability against budgets. Four-level drilldown (L1 → L2 → L3 → L4). |
| 2 | Job Cost Report Summary | SP | Multi-job cost comparison with active/all toggle. Filters by company, account centre, business unit, region, and customer. |
| 3 | JobCosReportL2 | SP | Drilldown by BOQ item within a job. Shows cost breakdown per BOQ line. |
| 4 | JobCosReportL3 | SP | Drilldown by job scope within a BOQ item. Breaks cost by scope of work. |
| 5 | JobCosReportL4 | SP | Drilldown by resource type (Material, Labour, Overhead, Subcontractor, Machines) within a scope. |
| 6 | BudgetVsActuals | SP | Compares budgeted amounts against actual expenditure by job, with business unit and BOQ list filters. |
| 7 | BudgetVsActualDrilldown | SP | Per-resource-type breakdown for a specific job, resource, and business unit. |
| 8 | Budget To Complete | SP | Calculates remaining budget needed based on work remaining. Summary-level view. |
| 9 | BudgetToCompleteSummary | SP | Identical data source to Budget To Complete; alternate layout for summary presentation. |
| 10 | BudgetToCompleteDetail | SP | Drilldown by BOQ item showing remaining budget per line item. |
| 11 | BudgetToCompleteResourceDetail | SP | Drilldown by resource code within a BOQ item for granular budget-to-complete analysis. |
| 12 | Labour Budget Burn Report | SP | Budget consumption rate for labour resources across jobs. Tracks burn rate vs. plan. |
| 13 | Machine Budget Burn Report | SP | Budget consumption rate for equipment/machine resources across jobs. |
| 14 | Material Budget Burn Report | SP | Budget consumption rate for material resources across jobs. |
| 15 | Overhead Budget Burn Report | SP | Budget consumption rate for overhead cost categories across jobs. |
| 16 | Work Item Budget Burn Report | SP | Budget consumption rate for subcontractor work items across jobs. |
BOQ & Billing — 10 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 17 | BOQ Margin | SP | Profitability analysis comparing contracted values against labour, material, plant, subcontractor, and overhead costs per BOQ item. |
| 18 | BOQ Rate Analysis | SP | Compares quoted, billing, scheduled, budgeted, and actual cost rates with variance analysis per BOQ item. |
| 19 | BOQ Progress | SP | Percentage completion vs. contracted quantities and invoiced amounts per BOQ item. |
| 20 | BOQ Subcontractor Comparison | SP | Compares BOQ quantities and values against subcontractor quantities (summary level). |
| 21 | BOQSubcontractorComparisonDetail | SP | Drilldown detail for a single BOQ item showing subcontractor vs. BOQ quantities. |
| 22 | BOQSubcontractorComparisonSummary | SP | Summary variant with Division filter for multi-job subcontractor comparison. |
| 23 | Consolidated Measurement Sheet | SQL | Aggregates all BOQ measurements within a date range into a single view. Groups by work date, BOQ code, stage, and UOM. |
| 24 | Resource Reconciliation Report | SP | Compares actual vs. budgeted costs across all resource types (labour, material, plant, subcontractor, overhead). |
| 25 | Resource Reconciliation Report Detail | SP | Drilldown by resource type within a specific job for detailed reconciliation. |
| 26 | WR To MSM | SP | Tracks work requests through to work order measurements. Shows WR-to-WO-to-MSM pipeline. |
Progress & Schedule — 10 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 27 | BOQ Gantt | SP | Gantt chart visualization of BOQ item progress with schedule data. Supports keyword search and BOQ code filtering. |
| 28 | Job Gantt | SP | Job-level Gantt chart with customer filtering. Shows overall job timeline and milestones. |
| 29 | Project Execution Plan | SP | Hierarchical project plan (PKG/PSG/SG/S/WG/WI) similar to MS Project timelines. |
| 30 | Project Progress Report (DPR) | SQL | Daily Progress Report with 9 datasets: work order measurements, MRN, stock issues/returns, machine movements, BOQ measurements, and site visitors. |
| 31 | Scope Progress Report | SQL | Work completion at scope level with cascading filters: Package → Parent Scope Group → Scope Group → Job Scope. |
| 32 | Job Lookahead Report | SP | Forward planning across 5 resource types (BOQ plan, material, subcontractor, labour, machine) for specified date ranges. |
| 33 | Planned Progress Job Lookahead | SP | Drilldown from Job Lookahead into a specific BOQ item's planned progress. |
| 34 | Subcontractor Job Lookahead | SP | Drilldown by work order ID showing subcontractor-specific lookahead items. |
| 35 | Subcontractor Work Plan | SQL | Subcontractor work schedules derived from estimate details for resource_type S. |
| 36 | Approvals | SQL | Approval request tracking with date range, role, document type, and user filters. |
Resource & Workforce — 5 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 37 | Labour Requirement Calendar | SQL | Staffing needs by cadre across project dates. Resource types: P (Person) and C (Cadre). Derived from budget estimates. |
| 38 | Machine Requirement Calendar | SQL | Equipment availability requirements by project dates. Uses machine sub-subgroup master for categorization. |
| 39 | Material Procurement Calendar | SQL | Material requirement dates derived from estimates and schedules. Resource subtypes: I (Item) and G (Group). |
| 40 | Subcontractor Monthly Budget | SP | Planned subcontractor work broken down by schedule periods per month. |
| 41 | Material Monthly Budget | SP | Forecasts material quantities per month based on project schedule and estimates. |
Material & Procurement Tracking — 4 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 42 | Material Requisition Register | SP | Lists material requisitions with business unit, job, material, and date range filters. |
| 43 | MR To MRN | SP | Tracks material requisitions through to receipt notes. Shows approved-only or all documents. Row-level job security. |
| 44 | MR To MRN (with Scrollbar) | SP | Same data as MR To MRN with scrollable layout for wide datasets. |
| 45 | Job Export | SP | Full job data export with Division, Region, Job Type, and Customer filters. |
System & Utility — 3 reports
| # | Report | Type | Purpose |
|---|---|---|---|
| 46 | Users | SQL | Active user list for the company with membership details. |
| 47 | Warehouse Master | SQL | Warehouse/job master list with GST and PAN label lookups. |
| 48 | OMNINXGReportTemplate | Template | Blank template used when creating new ProjectsAnalytics reports. |
Key Reports in Detail
Job Cost Report (4-Level Drilldown)
The primary report for overall project financial health. It provides a four-level drilldown chain for progressively detailed cost analysis:
- Level 1 — Top-level by job: work completion %, cost variance, and profitability
- Level 2 — By BOQ item within a job
- Level 3 — By job scope within a BOQ item
- Level 4 — By resource type within a scope (M=Material, L=Labour, O=Overhead, S=Subcontractor, E=Machines)
| Filter | Description |
|---|---|
| Company | Filter by company entity |
| Account Centre | Filter by account centre within the company |
| Business Unit | Filter by business unit / division |
| Region | Filter by geographic region |
| Customer | Filter by customer name or ID |
| Job | Select specific job or view all |
| Date From / Date To | Restrict costs to a specific period |
| Active Only | Toggle to show only active jobs (Summary variant) |
Use the Job Cost Report Summary to compare all jobs side-by-side, then drill into individual jobs using the L1 → L4 chain to pinpoint exactly where costs are diverging from budget.
Budget vs. Actual
Compares budgeted amounts against actual expenditure by job. The drilldown variant breaks down variances by individual resource type and resource ID. Supplementary datasets provide BOQ item lists and business unit pickers for interactive filtering.
| Filter | Description |
|---|---|
| Business Unit | Filter by business unit |
| Job | Search and select a specific job |
| Tabular View | Toggle between tabular and print layout |
BOQ Margin (Profitability Analysis)
One of the most critical project monitoring tools. Analyzes profit margins by comparing contracted values against labour, material, plant, subcontractor, and overhead costs per BOQ item. Items showing negative margins indicate estimation errors, scope changes, or procurement cost overruns.
Review BOQ Margin at least weekly. Negative-margin BOQ items require immediate investigation — they may indicate that actual costs have exceeded the original estimate, which can erode overall project profitability.
BOQ Rate Analysis
Compares five rate dimensions per BOQ item: quoted rate, billing rate, scheduled rate, budgeted rate, and actual cost rate. Variance analysis highlights items where actual costs exceed estimates, enabling early corrective action on pricing or procurement strategy.
Resource Reconciliation (Working Capital Insight)
Compares actual versus budgeted costs across all five resource types (labour, material, plant, subcontractor, overhead). The summary report provides a high-level view per job; the detail report drills into individual resource types. This is the definitive report for understanding budget variance and working capital consumption on a project.
Project Progress Report (Projected P&L Proxy)
The most complex report in the folder with 9 datasets, serving as the closest approximation to a projected P&L statement. It captures all system transactions within a date range across:
- Work order item measurements (subcontractor work done values)
- MRN (material receipt) details by PO
- Stock issues and returns
- Machine movement orders and machine issues/returns
- BOQ measurement details
- Site visitor records
Common Report Filters
| Filter Parameter | Present On | Description |
|---|---|---|
| UserID | All 48 reports | Mandatory security parameter. Resolves company via omni_fn_Get_company_fromUserId. |
Tabular View (istabular) | 30+ reports | Toggles between tabular screen view and print-optimized layout. |
Job (jobId) | Nearly all reports | Selects a specific job. Most reports include a job search/picker. |
| Business Unit | Budget Burn, BudgetVsActuals, MR To MRN, others | Filter by division or business unit. Parameter name varies (BU, Division, BusUnit). |
| Date Range | Job Cost, DPR, Lookahead, MR To MRN, others | Period filter. Parameter name varies (dateFrom/dateTo, fromDate/toDate, frm/to). |
| Customer | Job Cost, Gantt charts | Filter by customer name or ID. |
| Label Buffer | BOQ Gantt, Job Gantt | Controls spacing in Gantt chart visualizations. |
Best Practices
- Weekly margin review — Run the BOQ Margin report every week. Catch negative-margin items before they compound into significant losses.
- Three-report health check — For a quick project health assessment, review BOQ Margin (profitability), BOQ Progress (schedule), and Resource Reconciliation (budget variance) together.
- Use drilldowns — Start with summary reports (Job Cost Report Summary, Budget To Complete) and drill into detail levels only for items showing variance. This saves time.
- Budget burn monitoring — The five Budget Burn reports (Labour, Machine, Material, Overhead, Work Item) share the same parameter pattern. Run them monthly to spot resource categories consuming budget faster than planned.
- Lookahead planning — Use the Job Lookahead Report before weekly planning meetings. It calls five separate stored procedures covering BOQ plan, material, subcontractor, labour, and machine lookahead data.
- Reconcile regularly — The Resource Reconciliation Report is the definitive budget variance tool. Run it fortnightly and compare actual vs. budgeted costs across all resource types.
- Export for stakeholders — Toggle
istabularoff for print-optimized layouts when generating reports for external stakeholders or management presentations.
Frequently Asked Questions
How many reports are in Projects Analytics?
There are 48 SSRS reports in the ProjectsAnalytics folder. Of these, 35 are stored-procedure-based, 12 use inline SQL queries, and 1 is a blank template for creating new reports.
What is the difference between Job Cost Report and Job Cost Report Summary?
The Job Cost Report (Level 1) shows detailed cost data for individual jobs with a four-level drilldown chain. The Job Cost Report Summary displays all jobs side-by-side for comparison, using a different stored procedure (JobCostReportJobWise) and adding an "Active Only" toggle to filter out closed jobs.
Why are there two MR To MRN reports?
"MR To MRN" and "MR To MRN (with Scrollbar)" use the same stored procedure and return identical data. The scrollbar variant uses a different rendering layout designed for wide datasets with many columns, making it easier to read on screen without horizontal page overflow.
What is the most complex report?
The Project Progress Report (DPR) is the most complex, with 9 separate datasets covering work order measurements, MRN details, stock issues/returns, machine movements/issues/returns, BOQ measurements, and site visitor records. The Job Lookahead Report is the most dataset-heavy stored-procedure report, calling 5 separate SPs.
How do the Budget Burn reports differ from Budget vs. Actual?
Budget vs. Actual shows overall budget compared to actual spend. The five Budget Burn reports (Labour, Machine, Material, Overhead, Work Item) each focus on a single resource type and show the rate at which budget is being consumed — helpful for forecasting when a particular resource budget will be exhausted.
Which reports have row-level job security?
All reports filter by company via UserID. Three reports — MR To MRN, MR To MRN (with Scrollbar), and WR To MSM — additionally use omni_fn_CanUserAccessJob for row-level job access control, combined with business unit filtering via the EnableBUFilter system configuration.
What do the Gantt chart reports show?
BOQ Gantt visualizes progress for individual BOQ items within a job, with keyword and code filtering. Job Gantt shows the overall job timeline at a higher level. Both support customer filtering and use the LabelBuffer parameter to control spacing in the Gantt visualization.
Can I filter reports by date range?
Yes. Job Cost Reports, Project Progress Report (DPR), Lookahead Reports, MR To MRN, Material Requisition Register, and Consolidated Measurement Sheet all support date range filtering. Note that the parameter names vary between reports (dateFrom/dateTo, fromDate/toDate, frm/to), but all filter the same underlying date data.