Projects > Opened project > Project controlling > Analyses

When you use the Analysis &gt Create New function or click on in the Analyses (navigation area) a wizard opens. Step by step, this wizard helps you to create a new analysis.

All the settings of an opened analysis are saved under Configuration (Configuration area). To edit settings, click there in the corresponding section on .

New analysis

First enter the basic settings for the analysis.

Type of analysis

Select how the posting positions are grouped in the analysis. Depending on which type you select, the fields below will differ.

Cost categories	The posting positions are grouped by cost categories.
Budget structure	The posting positions are grouped according to budget lines.
Cost category groups	The posting positions are grouped according to cost category groups.

Budget

Optionally, select the budget that provides the target values.

Level of detail

Define here the level at which the posting positions are grouped. When a budget is selected, the budget setting is applied.

Display

Change the setting if you want to display only the number or only the name of the account, budget lines or cost category groups, e.g. only 2.3.7 or only Local travel expenses instead of 2.3.7 Local travel expenses.

Currency type

When a budget is selected, the budget setting is applied. Otherwise choose one of the following currencies:

Company currency

The amounts are displayed in Company currency.

All the posting positions that meet the other criteria of the analysis are included.

Reporting currency

The amounts are displayed in a Reporting currency. The analysis only shows posting positions that correspond to the Reporting currency scheme (RCS) that you select in the field to the right.

Voucher currency

Only posting positions in the selected Voucher currency are included in the analysis.

You can select any voucher currency used for postings in the project. Due to postings from other projects, these can also be currencies for which no journals exist in the project.

Voucher type

When a budget is selected, the budget setting is applied. Otherwise, choose between the Voucher types balance sheet-effective or for information purposes. Analyses can only ever contain posting positions of one voucher type.

Second level of analysis (optional)

Select a second level of analysis to further group the displayed postings. The following fields are available as a second level:

▪Cost categories

▪Budget structure

▪Cost category group

▪Funding

If you have selected a budget structure, for example as Type of analysis (= first level), the costs per budget line are displayed in the analysis. Then, to group costs by funding under each budget line, choose Funding as the second level of analysis.

Example:

1. Human resources

1.1 Salaries national staff

1.1.1 Technical

European Commission

Posting 1

Posting 2

Own funds

Posting 3

1.1.2 Administrative

European Commission

Posting 4

Own funds

Posting 5

Posting 6

Table columns

Depending on the previous settings, different table columns are available on the left:

Column	Contents	Column availability
Costs	Displays the total costs of all the posting positions that are subordinate to the table line (minus income, if applicable). The currency is the set Type of currency and is displayed in the column header.	The column is always available. It is only available in the currency that corresponds to the Type of currency of the analysis: Local currency, reporting currency or voucher currency.
Budget	Displays the budget of the table row in the base currency of the analysis. The latest version of the budget is always used. Historicised versions are not available.	The analysis must be assigned to a budget.
Residual budget	Displays the remaining part of the budget in the base currency of the analysis. The value is calculated as follows: Residual budget = budget - costs + income	The analysis must be assigned to a budget.
Residual budget (%)	Shows what percentage of the budget is still available. The value is calculated as follows: Residual budget in % = (budget - costs + income) / budget x 100 If the value is negative, the budget has been exceeded.	The analysis must be assigned to a budget.
Budget spent (%)	Shows what percentage of the budget has been used. The value is calculated as follows: Consumed budget in % = amount / budget x 100 If the value is greater than 100%, the budget has been exceeded.	The analysis must be assigned to a budget.
Status of residual budget	A traffic light system shows how much residual budget is still available in %. You can set the limits for the colours yourself. To do this expand the Status of residual budget column in the wizard. Use the sliders to adjust the percentage values. In the following example, all the lines with less than 5% residual budget are marked in red. Values from 5 to 30 % are marked in yellow. Lines with more than 30 % residual budget are marked in green:	The analysis must be assigned to a budget.
Plan quantity	Displays the planned quantity with unit of measure.	The analysis must be assigned a budget in which the Quantity monitoring setting is activated.
Quantity	Displays the total of the quantities of all the assigned posting positions, provided that quantities have been entered with the posting positions.	The analysis must be assigned a budget in which the Quantity monitoring setting is activated.
Residual quantity	Displays the residual quantity with its unit of measure. The value is calculated as follows: Residual quantity = target quantity - quantity	The analysis must be assigned to a budget in which the Quantity monitoring setting is activated.
Residual quantity (%)	Shows what percentage of the planned quantity is still available. The value is calculated as follows: Remaining quantity in % = (debit quantity - quantity) / target quantity x 100 If the value is negative, the debit quantity has been exceeded.	The analysis must be assigned a budget in which the Quantity monitoring setting is activated.

With a double click or the Add selected table column (>) button you can add columns to your analysis. You can also add columns multiple times.

Drag the selected columns on the right to the desired position, or use the Up or Down buttons.

Column groups

Use the Add column group () function to repeat columns for specific periods, for example, the Costs and Budget columns broken down by accounting periods.

Example:

2020/06		2020/07		2020/08
Costs	Budget	Costs	Budget	Costs	Budget
1000	1200	800	1200	1500	1200

To add columns to a column group, simply drag and drop them into a column group in the Table columns of the group field. In the Breakdown field, select the time period for the breakdown. Set the Sorting and decide in the Display field, whether absolute or relative values are to be displayed. Depending on the column, the field may be preset.

To delete a column or a column group, select it and click on Remove ().

Filter

Filters allow you to restrict the data basis of the analysis to specific values. Each filter consists of any number of conditions with the three Column, Operator and Value settings. You can set whether one or all conditions must be fulfilled.

Use the Add condition () function to add conditions to a filter. You can remove conditions with .

Example: In the analysis, you’d like to include all the expenses for vaccinations up to and including the 2021/02 accounting period, which is between EUR 50,00 and EUR 200,00.

Column	Operator	Value
Account	is equal to	Vaccinations
Accounting period	is less than or equal to	2021/02
CC amount	is between	50,00 and 200,00