Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, principals, project managers
Dashboard Explained
Purchase order value, reconciliation, and residual by supplier and project, with a full PO list. Purchase Order Analysis shows how much of each purchase order has been reconciled against supplier bills, and how much is still outstanding.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Purchase Order Analysis to check which purchase orders are still outstanding against supplier bills. Sort by Residual Ex Tax to prioritise POs where reconciliation is furthest behind. Cross-reference with Bills Analysis using the linked PO/Bill numbers to confirm a purchase order's full billing history.
Understanding your data
Key Fields | How it's Calculated |
Purchase Orders | Amount Ex Tax | Total value of purchase orders, excluding tax |
Purchase Orders | Amount Inc Tax | Total value of purchase orders, including tax |
Purchase Orders | Reconciled Ex Tax | Value of purchase orders reconciled against supplier bills |
Purchase Orders | Residual Ex Tax | Purchase order value not yet reconciled against a bill |
Purchase Orders | Bill Numbers | Bill number(s) linked to the purchase order |
Purchase Orders Amount Ex Tax by Month per PO Status | Purchase order value, split by PO Status, trended monthly |
Purchase Orders Amount Ex Tax & Residual by Slice | Purchase order value and residual, broken out by the selected Slice By dimension |
PO table | PO Date, PO Delivery Date, PO Number, PO Status, Amount Ex Tax, Amount Inc Tax, Bill Numbers, Reconciled Ex Tax, Residual Ex Tax, Requested By, Supplier Name, Project, Is Sent — one row per purchase order |
Visuals
Purchase Orders Amount Ex Tax by Month per PO Status (column chart)
Purchase Orders Amount Ex Tax & Residual by Slice (bar)
PO table (flat list, one row per purchase order)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Account Manager: filter by Account Manager
Project Director: filter by Project Director
Primary Contact Name: filter by primary contact
Project Salesperson: filter by salesperson
Supplier Name: filter by supplier
PO Status: filter by purchase order status
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Which Date: changes which date field the page is calculated against
Units / Thousands / Millions: switches the value scale used across the page