Controlling > Analyses

Analyses help you to evaluate project expenses and create reports and billings for donors.

A wizard is available for creating new analyses: Click on the Analysis > Create new function or on in the navigation area in the Analyses section.

NOTE: You can find general information on how to get started with WINPACCS Controlling here.

Analyses section (navigation area)

In the Analyses section in the navigation area, you can see all the saved analyses.

The Standard analysis is always available. It shows all on-balance sheet effective posting positions of all cost categories in projects to which you are assigned. The amounts are displayed in company currency. If you want to make and save changes to the analyses, click on Analysis () and then Save as copy.

Functions

Use the following functions to manage analyses:

	Display	Opens the posting position that you select in the analysis and displays its Properties.
	Print	Creates a PDF document from the analysis Select the format and specify whether the assigned posting positions should also be printed.
	Export	Exports the analysis. You can choose between either PDF, Excel, RTF or CSV format.
	Analysis	To create new analyses or modify existing analyses, use these functions: ▪Create new: A wizard appears that helps you to create a new analysis. ▪Save: Saves changes to the opened analysis. ▪Save as copy: Saves changes to the opened analysis under a different name. ▪Delete: Deletes the opened analysis. New analyses are sorted alphanumerically into the list of existing views in the navigation area.