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: General information on how to get started with WINPACCS Project controlling can be found here. |
Analyses section (navigation area)
In the Analyses section in the navigation area, you can see all the saved analyses. You can view and edit the properties of an analysis in the Configuration area on the right.
Standard analysis: This analysis is always available. It shows all the balance sheet effective posting positions of all cost categories. 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:
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Display |
Opens the posting position that you select in the analysis and displays its Properties. |
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Creates a PDF document from the analysis Select the format and specify whether the assigned posting positions should also be printed. |
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Export |
Exports the analysis. You can choose between either PDF, Excel, RTF or CSV format. |
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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. You can change some settings later in the configuration area under Configuration. ▪Save: Saves changes to an opened analysis that you have made in the configuration area under Configuration. ▪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. |
Configuration area
The Configuration (
) button opens the properties of the analysis. You can change some settings that you made with the wizard. To do this, click in the respective section on 
.
Display (configuration area)
The Display (
) button opens further settings for the analysis:
Name |
Allows you to change the name of the analysis. |
Table columns of the postings |
When you expand the lines of an analysis ( |
Display |
To hide rows without values and to display the analysis more compactly, you can hide all the positions on the first level (=type of analysis) and/or second level for which there are no posting positions. |
), the corresponding posting positions are displayed. By default, only some properties of the posting positions are displayed. To display more information, unhide additional table columns. All the table columns from the Notes (Configuration area)
Use the Notes (
) button to enter additional information about the analysis. All entries are saved automatically.