Introduction

Business Analysis can be used for Job or Project performance monitoring.  Do this by renaming BI Code to Job No. or Project Code and setting up the relevant Dimensions and Elements. Then you can create Job Nos. by combining the relevant Elements from the relevant Dimensions.

Using Job Nos. will provide Profit and Loss Reporting against each individual Job. In addition, by attaching the Job to a Dimension Element, you can produce Profit and Loss reports against each of these Dimensions and Dimension Elements, for example, all Jobs for Commercial Customers in Essex.

See:

How do I Implement Extended Business Analysis?‍ 

 How do I use Code Maintenance to Control the Behaviour of the System?‍ 

 How do I Set up and Maintain General Ledger Accounts?‍ 

Create BI Codes for a Typical Job

Here is a typical setup for a Job in the construction sector:

Step One: Rename BI Code

1. Go to Analysis > Dimensions.
2. In the Add & Tag BI Code tab, change the BI Code name to Job No., or something meaningful.
3. Click Save.
   
   

Step Two: Set up Dimensions and Elements

1. Go to Analysis > Dimensions.
2. In the Set up Dimensions tab set up the first Dimension together with all its elements.‍ In this example, the Dimension is Customer Type, and the Elements are each individual Customer Type.
3. Set up the Region and Product Type Dimensions, together with its Elements. 
   
   
   
   
    
4. Add all other required Dimensions along with their Elements.
   
   

Step Three: Set up Job No.

1. Go to Analysis > Dimensions.
2. In the Add & Tag Job No. tab, set up the Job No.‍ and attach it to each of the relevant Elements in each of the relevant Dimensions.
3. Click Save.
   
   

Multi-Departmental Jobs

Some Jobs might need to be attached to several Departments, for example, a Research Project. In this case, consider setting up the Project No. as a Dimension.

1. Set up the Project No. as a Dimension (Project) along other Dimensions, such as Project Type, Department, and Budget Holder.
2. Create the relevant Dimension Elements.
3. Create Project Nos. using a combination of Project No. and Dept. Id for all the Departments under which it will attract cost and attach them to an Element in each of the Project Dimensions. 
   
   For example, combining Elements from the Project and Department Dimensions will create the following Project Nos:
   • 1928-PH (Project 1928 in Physics)
   • 1928-CH (Project 1928 in Chemistry)
   • 1928-EN (Project 1928 in Engineering)
   • 1928-QC (Project 1928 in Quality Control and Testing)
     
     
     
     
4. Continue, attaching each Project No. to Elements in the other Dimensions, like Budget Holder, and Project Type. 
   
   This will subsequently facilitate Performance Reporting on:
   • The complete Project 1928 or all projects.
   • The performance of each Department or all Departments.
   • The Performance of all Projects of each Type or all Project Types.
   • The Performance of each Budget Holder across all Projects or all Budget Holders.
   • Or any combination of the above, whether individual or total, for example,  Individual Budget Holder against one or more Departments.

Here is a similar example for a Project that engages in several Activities within the same Project Code. Project Number 1023-MA is attached to Project 1023 and Activity MA (Manufacturing) as well as to the other relevant elements of each Dimension.