PM-Level Reconciliation Report
Add a new page that shows all projects with GL/PPM reconciliation discrepancies for a given project manager, similar to the existing AD419 Data Helper GL/PPM Reconciliation report.
Requirements
- New page listing all projects where GL and PPM balances don't match
- Show per-project: project number, project name, GL balance, PPM balance, difference
- Clickable rows to navigate to the existing per-project reconciliation detail page
- Defaults to the logged-in PM's projects, but can be any PM projects based on route
Context
Currently, users can only view reconciliation for one project at a time and have to manually edit the URL to navigate between projects. Account managers like Janelle and Melissa need to see all their discrepancies at a glance to prioritize
their reconciliation work, especially during fiscal close.
Reference
- AD419 Data Helper GL/PPM Reconciliation report (existing pattern to follow)
- Feedback from Janelle (3/25) and Melissa (3/26) walkthroughs
PM-Level Reconciliation Report
Add a new page that shows all projects with GL/PPM reconciliation discrepancies for a given project manager, similar to the existing AD419 Data Helper GL/PPM Reconciliation report.
Requirements
Context
Currently, users can only view reconciliation for one project at a time and have to manually edit the URL to navigate between projects. Account managers like Janelle and Melissa need to see all their discrepancies at a glance to prioritize
their reconciliation work, especially during fiscal close.
Reference