Exploring RedSky ERP Analytics

Discover powerful insights into your company's data using RedSky ERP. This process involves examining various aspects such as company overviews, financials, health and safety metrics, income and expenditures, and key performance indicators (KPIs) that are crucial for daily operations. We aim to explore why certain projects might be running over budget.

Step 1

RedSky business analytics provides valuable insights into company data, such as an overview derived from various departments, financial information, health and safety statistics, income and expenditure, and key KPIs of interest. To begin interrogating the data, we may wish to investigate why three specific jobs are exceeding their budgets.

Step 2

To delve deeper into those jobs running over budget, simply double-click on them. This action will reveal various columns of data for further analysis.

Step 3

One of the system's advantages is the ability to easily select and deselect fields of interest.

Step 4

By ticking and unticking the options, fields can be added or removed as required. These customized views can be saved as default settings.

Step 5

Let's proceed by examining a specific project in detail.

Step 6

Proceed to review the contract summary.

Step 7

This section provides a detailed breakdown of labor, plant, and materials associated with the project.

Step 8

At the top, the selected columns include budgets, committed costs from orders placed through the system, accruals from on-site materials, subcontractor applications, and actual costs alongside variances from the budgets.

Step 9

From this point, we can delve further into specifics such as materials. This provides a cost code breakdown, including the same information columns at the top.

Step 10

You can explore the actual transactions in detail.

Step 11

Click on the "Cost Current" section to view all transactions processed through the purchase ledger. Analyzing and slicing data is straightforward.

Step 12

Utilize column sorts, searches, and filters to pinpoint the specific details of interest.

Step 13

For instance, focus on viewing all invoices from Travis Perkins.

Step 14

This allows us to refine the view for better clarity. A few clicks can transition from a high-level overview of budget-overrunning jobs to the detailed level of individual invoices.

Step 15

This system empowers users with the capability to independently access information.

Step 16

Data can be presented in various formats, including charts like pie charts, allowing for further exploration of underlying information.

Step 17

Let's focus on purchase orders within the system.

Step 18

Examine all partially invoiced purchase orders.

Step 19

Once again, you have access to detailed information, showcasing multiple ways to navigate the system.

Step 20

The system allows for specificity. In this instance, focus on project 313002 Westleaf Park.

Step 21

A summary is provided at the bottom, with additional information beneficial for contracts managers or QS professionals.

Step 22

Review plant equipment on-site and identify overdue items. A single click provides details about overdue items on the job.

Step 23

Determine how many days they are overdue.

Step 24

Rest assured, the system continues to account for these items, attributing costs to jobs and accruing any necessary external expenses.

Step 25

Examine due subcontract payments. A comprehensive list of all payments is provided for review.

Step 26

Certificates have been generated and await payment. You can drill down to the base document, maintaining access to complete information through customizable, user-defined dashboards.