The basis for analyses in Project controlling are postings from Project accounting. Depending on how your organisation uses WINPACCS Cloud, postings from partners and from Company accounting may also be available. The data basis for your analyses are managed in posting views.
Use the functions for example, to display, edit, split, or flag posting positions as billed. While analyses compile and filter larger amounts of data according to certain criteria, here you can edit individual data in the postings.
NOTE: General information on how to get started with WINPACCS Project controlling can be found here. |
Postings section (navigation area)
In the Analyses section in the navigation area, you can see all the saved posting views. All the settings for columns, groupings, filters, and other table layout properties are saved in the views.
Default view: This view is always available. If you want to make and save changes to the table layout, click on Posting view (
) and then Save as copy.
Functions
The following functions are available above the posting overview (table):
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Display |
Opens the selected posting position and displays its properties in the display mode. You can also open posting positions with a double-click. |
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Opens the selected posting position and displays its properties in Edit mode. If you select several posting positions and click on Edit a window opens in which you can set certain fields of these posting positions to the same value (Multiple processing). Reported posting positions are blocked for processing. If you want to process a posting position that has already been reported, the system asks you whether you want to unlock (=free) the posting position. To unlock you need the following right: Unlock settled postings in Project controlling. |
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Creates a PDF document from the Posting view The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied. |
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Export |
Exports the posting view in Excel, PDF, CSV or RTF format. The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied. |
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Posting view |
To create new views or modify existing views, use these functions: ▪Create new: A pop-up opens. Enter a name for the new view. Specify whether only you can see and use this view in the navigation bar, or whether it should also be available to other users (public view). Click on Create, to save the entries. Then adjust the view to your fit your requirements and save it again.
▪Save: Saves changes to the opened view. ▪Save as copy: Saves changes to the opened view under a different name. ▪Delete: Deletes the opened view. New views are sorted alphanumerically into the list of existing views. |
The Configuration (
) button opens further settings for the Posting view (table). Use these settings to customise the posting view in addition to the Table settings (columns, filters, sortings, groupings):
General |
To change the name of the posting view simply edit the field. Then use the Posting view ( |
Quick filters |
Preconfigured quick filters allow you to filter posting positions by the following properties with just a few clicks: ▪Periods: Click on Edit quick filters (  Then use the Posting view ( |
Filters |
All the applied column filters are listed here. You can set column filters by clicking on the filter symbol ( |
Display |
Highlighted postings: Set here whether split, cancelled, reposted, changed or reported posting positions should be highlighted in yellow in the posting view. Split posting positions are highlighted by default. Displayed voucher types: Display either balance sheet effective posting positions or those transferred by a partner for information purposes. Balance sheet effective posting positions are displayed by default. Display of revenue: Set whether revenue is also displayed, or whether the posting view only contains costs. Revenue is not displayed by default. |
