The Project cost analysis in ProdSys is a powerful tool designed to provide a detailed overview of all order types within your business. This feature allows you to filter, group, and cost analyse various data points, helping you gain insights into your operations, costs, and revenues. This step-by-step guide will show you how to effectively use the Order Summary with filters and groupings to optimize your workflow and decision-making.
Step-by-Step Guide to Using the Project cost analysis
Step 1: Access the Order Summary
Log in to ProdSys: Start by logging into your ProdSys account with your username and password.
Navigate to Order Summary: From the main menu, go to “Economy”, and select “Project cost analysis” from the submenu.
https://app.prodsys.com/#/economy/financial-overview
Step 2: Apply Filters to Customize the Order Summary
ProdSys provides several filters to help you customize the Order Summary according to your specific needs. Here is how to use them:
Choose a Filter:
Use the dropdown menus to select the criteria you want to filter by. Common filters include:
Overall Filter:
In progress / Complete: Open orders vs Closed orders and Invoices
Period: Order date period start and finish
Grouping field: Drag column to this field to start grouping
Column filtering on all columns like:
Order Status: Filter orders by status such as "In progress" or "Completed".
Category: Filter by order category.
Customer: Filter orders by customer name to see all orders placed by a particular client.
Invoice Date / Delivery Date: Select a specific date range for invoice or delivery to narrow down orders within a certain period.
Apply Multiple Filters:
You can combine multiple filters to refine your search further. For example, you could filter by "Completed" orders for a specific customer within a certain date range.
Step 3: Use Grouping Options to Organize Data
ProdSys allows you to group data in the Order Summary to better understand the distribution and details of your orders. Here’s how to use the grouping feature:
Select Grouping Criteria:
Drag column to Grouping field on header to start grouping on it like:
Customer: Group orders by customer to see all orders associated with each client.
Project: Group orders by project to analyze order activity for different projects.
Department: Group by department to see how each department is performing.
Expand or Collapse Groups:
Use the “Expand All” or “Collapse All” buttons to the right of the grouping field to expand or collapse the grouping levels.
Step 4: Review Key Fields in the Order Summary
The Order Summary includes several key fields that provide detailed insights into your orders. Here is an overview of some of the most important fields:
Value: The total value of the order.
In Progress: Indicates orders that are currently being processed.
Completed: Indicates orders that have been completed.
Customer: The customer associated with the order.
Project: The project to which the order belongs.
Net Price: The net price of the order without VAT.
Actual Mat Price: The actual material cost associated with the order.
Actual Hr Cost: The actual labor cost associated with the order.
Actual DB/DG: The actual contribution margin (Deckungsbeitrag) and gross margin (Deckungsgrad).
Order Value: The total value of the order, including all line items.
Delivery Date / Invoice Date: The delivery or invoice date of the order.
Warehouse: The warehouse where the order is stored or from which it is dispatched.
Department: The department responsible for the order.
Step 5: Analyze Data with Custom Views
Customize Table Views:
Adjust the column display to show or hide specific fields based on your needs.
You can drag and drop columns to rearrange their order for a more customized view.
Export Data for Further Analysis:
Click on the Action menu in the grid "Three dots" select “Export” button to download the data in various formats (e.g., Excel, PDF) for deeper analysis or sharing with stakeholders.
Step 6: Save and Share Filtered and Grouped Views
Save Custom Views:
Save your filtered and grouped views for easy access in the future. Click on the Action menu in the grid "Three dots" select “Layout” and save the current layout or open and existing.
Share Views:
Share your customized views with other team members by selecting the “Share”.
You can share and Unshare saved layouts that belongs to you.
Click on the Action menu on the saved Layout and select Share / Unshare.
Tips for Optimizing the Use of Order Summary in ProdSys
Combine Filters and Groupings: Use multiple filters and groupings together to narrow down your focus and extract specific insights.
Regularly Review Key Fields: Pay attention to fields such as "Actual Mat Price," "Actual Hr Cost," and "Actual DG" to monitor cost control and profitability.
Use Export Features: Export data regularly for in-depth analysis or to create detailed reports.
Conclusion
The Order Summary in ProdSys is a versatile tool that enables you to monitor, analyze, and optimize your orders effectively. By utilizing filters, grouping options, and key fields, you can gain valuable insights into your business operations, enhance decision-making, and drive growth and profitability. Start using the Order Summary today to get a clearer view of your order management processes and improve your overall financial performance.