Kahua Analytics K-12 Package

The Project Dashboard provides views into both individual projects and the entire portfolio. Users can survey key details such as project dates, status es, and health. Furthermore, they can review a detailed log of their total commitments, current budget, and amounts paid to date. More insights are available via the project description card, project location map, and project manager card.

Description

This dashboard compiles and displays key data from a project or portfolio. With the ability to view detailed and high-level cost information, as well as intricate details about project management and locations, users can keep up to date on all aspects of their project. This allows them to quickly pinpoint areas that require attention.

Problem

Project data is often plentiful and scattered. Thus, locating and reviewing it takes a large amount of time. Due to the daily pressures districts experience, they do not have the resources to spare for this task.

Benefit

With this dashboard, users can view and keep track of both project and portfolio data. The ability to have funding, cost, and general project information concentrated in one area alleviates the pressure of a detailed review. Any problems that may arise will be immediately visible, allowing them to be addressed swiftly.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Addresses

• Work Breakdown

Out of the Box Dashboard Interface

The Location Dashboard provides insight into nearby projects and their financial information. An interactive map showcases the areas where groups of projects are concentrated. Users can view the total number of projects in a selected area, as well as their name, number, status, and type. Cost information – such as current commitments and amount currently billed out – is displayed prominently on cards.

Description

This dashboard allows users to track projects by their location and view the financials associated with them. Through the detailed views of financial and general project information, users can understand what actions they need to take by location.

Problem

Keeping track of project financials within a location is imperative to ensure related costs do not exceed the budget. This is especially vital given the number of projects that can be associated with each school. However, determining these costs can be difficult given time constraints and extensive data.

Benefit

With this dashboard, users can easily keep track of the costs accumulating in certain locations. This allows for greater awareness and control of spending and allocation.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Addresses

  • Companies

• People

• Work Breakdown

Out of the Box Dashboard Interface

The Work Breakdown Structure (WBS) Dashboard provides an overview of a company’s data within the Work Breakdown app. It also incorporates information from the Sources of Funds app. A user can survey an overview of their WBS information and Sources of Funds data at the program level. Conversely, they can filter to a specific project and/or project number for a more project-level view.

Description

The WBS Dashboard summarizes each project’s financials according to the Work Breakdown Structure. Dynamic filtering allows users to monitor financial health at a project, funding source, or program level in one view.

Problem

Exporting and compiling all information within a program is a lengthy and difficult process. Often plagued by the inability to spare resources for this task, districts can struggle to gain the data they require.

Benefit

This real-time snapshot allows districts to accurately manage the amount of funds released, budgeted, committed, and paid for all projects within a program.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Sources of Funds

• Work Breakdown

Out of the Box Dashboard Interface

The Fund Sources Dashboard displays high-level totals of overall fund sources in the top table visual, including current amount, changes, and released amounts by fund source and appropriation. The Release Log tracks individual fund releases by date, appropriation, and project. The Summary of Project Fund Sources table gives users a granular view into each project's fund source information compared to their budgets, commitments, and actuals.

Description

This dashboard enhances visibility into the Fund Source application across a district's domain. Using the built-in filtering capabilities of Kahua Analytics, a user can select a fund source, filtering the rest of the dashboard to view the projects funded from that source. This gives immediate clarity of the Sources of Funds application across a domain, and can help remedy projects with a lack of funding as well as guide the reallocation of funds for projects with excess funding.

Note The Kahua for K-12 Education package can now provide users with a time series view of their Sources of Funds data without the need to use Cashflow Forecasting.

Problem

Without broad visibility into funding metrics, districts can struggle to manage portfolios of multi-funded projects. This can lead to a lack of awareness regarding the status of appropriations and whether overall funding is adequate to remain in budget.

Benefit

By providing a detailed, yet easy to digest view of a complex process, this dashboard helps districts quickly identify underfunded or overfunded projects. Selecting a fund source immediately reveals which projects rely on it and how funds have been reserved, released, and spent, enhancing financial transparency and decision-making across the portfolio.

The following apps are necessary to utilize this dashboard:

• Fund Sources

• Portfolio Manager

• Work Breakdown

Out of the Box Dashboard Interface

The Fiscal Period Payments Dashboard shows a matrix view of Invoices & Pay Requests over time. While the matrix focuses on payment totals, the user can filter to only see projects associated with specific fund sources or fund appropriations.

Description

The Fiscal Period Payments Dashboard summarizes payments at a program level. These are based on a district’s pre-defined monthly, quarterly, and annual fiscal periods. Dynamic filtering allows users to view their financials across multiple fiscal periods at a project, funding source, or program level.

Problem

Districts need multi-project payment reporting across multiple fiscal periods to balance out their cashflows. With limited resources, it can take days to export and compile across hundreds of projects.

Benefit

This dashboard provides real-time project payment summaries. These are at the district’s pre-defined fiscal periods, thus aligning directly with their cashflow reporting. With the ability to easily export all payments by these periods, districts can view and present their records in various formats.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Sources of Funds

• Invoices

• Pay Requests

Out of the Box Dashboard Interface

The Invoices & Pay Requests Dashboard shows a project-level view of all invoices or pay requests. Within this project level view, the user can dynamically filter the dashboard to see a log of every individual payment the WBS code, date, status, and amount associated with each.

Description

This dashboard allows users to view individual payment records for a desired time period. With dynamic filtering, users can filter by status, funding source, project, or program.

Problem

It is often helpful for districts to have checks and balances within their project management software between fiscal periods. They require quick access to the status of different payment records across multiple projects. With limited resources, the export and compilation of this information is time-consuming.

Benefit

With this dashboard, users can filter down to specific payment records at a project or program level. This allows them to display accurate and detailed financial information to key stakeholders or auditors.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Sources of Funds

• Invoices

• Pay Requests

Out of the Box Dashboard Interface

The Workflow Status Log Dashboard captures all items across a variety of Kahua Cost and Funding apps that go through an approval process. Through filtering by status, project name, date sent, and who the item is assigned to, project managers and team members can quickly pinpoint stalled items, track accountability for reviews, and maintain a timely approval pipeline.

Description

This dashboard is a compilation of thousands of records within cost and funding applications, and it displays key details for each record. This includes the project number and name, applicable application, and workflow status. Users can also see whether an item has been sent for review or signature, and the associated send dates.

Problem

Districts often have thousands of documents associated with a program. Their sheer number makes it difficult to keep track of them and can lead to them becoming lost.

Benefit

This dashboard provides insight into the individuals currently assigned to items. With thousands of documents being circulated over multiple projects, it is imperative to keep documents moving through the review and signature workflow process. This allows users to notice and address bottlenecks, thus mitigating risks to the project schedule.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Expense Suite

• Funding Suite

Out of the Box Dashboard Interface

The Purchase Order (PO) Closeout Dashboard provides a consolidated view of all contract and purchase order data, along with their associated vendors. With the ability to filter by payment status, application, project, and contractor/vendor, users can gain a comprehensive look into the details of their contracts and purchase orders. Furthermore, from this dashboard, they can navigate to any desired contract or purchase order within the Kahua software.

Description

This dashboard compiles all outstanding contract and purchase order amounts into a single view to highlight the remaining payment amounts before a project closes out.

Problem

District managers often have low project closeout visibility in relation to their outstanding contracts.

Benefit

With this dashboard, users can enjoy improved visibility into outstanding obligations on contracts and purchase orders, as well as an overview of project financial closeout metrics.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Contracts

• Contract Change Orders (COs)

• Purchase Orders

• Invoices

• Pay Requests

Out of the Box Dashboard Interface

The Detailed Listing of Project Expenditures (DLOPE) Dashboard provides a view of invoice and pay request data with associated vendors. With fields displaying project status, the applicable app, item number, and payee, users can enjoy a detailed look into their invoices and pay requests. Additionally, they can navigate directly to any desired records directly from Kahua Analytics.

Description

This dashboard is an export-ready, detailed view into invoices and pay requests. It enables users to quickly extract important fiscal payment data for audit and monthly closings.

Problem

Districts must provide standardized cost reports to their auditors. With itemized details and references to internal cost codes, these reports take large amounts of time and resources to create.

Benefit

This dashboard provides a single source of truth for all expense items within a school system's Kahua domain. It allows the user to tailor the data set to their auditing needs, then easily export it to Excel. The export contains the underlying filters and contextual information that enables others to recreate the same report.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Invoices

• Pay Requests

Out of the Box Dashboard Interface

The Funding Streams Overview Dashboard compares cashflow forecasts with sources of funds. This allows users to determine when and how capital funds are being used — either on a singular project or across a portfolio. It allows them to know when their funds will run out. Furthermore, a timeseries chart displays funding releases against budgets, forecast expenses, and actuals, alerting owners of when to add or adjust funding.

Description

This dashboard compares cashflow forecasts with sources of funds. Intended to help users with forecasting and financial allocation, it displays information on the WBS Summary, Fund Sources, Budget, and Cumulative Project Cashflows. Thus, users are informed of the state of their funding across a portfolio or multiple projects.

Problem

It is vital for districts to know where money is being allocated, what is available, and where they might need more. Without this information, allocation planning can fall short, leading to funding shortfalls.

Benefit

This dashboard boasts detailed and comprehensive visuals that provide the necessary information for districts to stay on top of their financials. By highlighting the importance of financial allocation planning, it prevents funding shortfalls.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Cashflow Forecasting

• Sources of Funds

• Work Breakdown

Out of the Box Dashboard Interface

The Fund Monitor Dashboard expands on the Funding Streams Overview. With an enlarged timeseries chart and additional logic to show total funding amounts and ongoing releases, it allows users to view detailed financial data. Namely, they can see the difference between Total Funding, Releases, and cashflow totals. Users can filter by Project Name, Fund Source Name, and Fund Source Appropriation name, to gain a more granular look into project specifics.

Description

This dashboard delves deeper into the views the Funding Stream Overview Dashboard offers. With detailed visual breakdowns of how actuals, forecast expenses, budgets, and total funds stack up over time, it aims to support long-term financial planning.

Problem

It is vital for districts to know where money is being allocated, what is available, and where they might need more. Without this information, allocation planning can fall short, leading to funding shortfalls.

Benefit

This dashboard boasts visuals with even greater detail. This allows for powerful illumination of the financial state of projects. Thus, users can stay informed of their funding, as well as its sources. This way, they can enact informed plans for the future.

The following apps are necessary to utilize this dashboard:

• Portfolio Manager

• Cashflow Forecasting

• Sources of Funds

• Work Breakdown

Out of the Box Dashboard Interface

The Fund Rules Dashboard has been updated to incorporate fund rule logic, providing a simplified, yet detailed layout of all aspects of the Sources of Funds app by breaking down how much funding each cost document has. The Reconciliation Metrics cards total the number of projects, fund sources, and fund rules in the domain. The Project Identification table lists each project's total value, highlighting those with insufficient funding. The Fund Rules table displays each rule's status, start and end dates, and default method, while the Current Fund Rule Fund Sources table breaks down the order, dates, method, and percentage allocated to each fund source under a rule. The Documents and Items, Available Fund Sources, and WBS Codes Included tables give a granular view of cost items, fund item values, and the fund sources and WBS codes tied to a selection.

Description

Users can quickly scan the Project Identification table to identify projects with fund item records that do not have sufficient funding, enabling faster review and resolution. By clicking into a project, users can instantly filter the dashboard to reveal the documents and items lacking funding, along with the active fund rules and fund sources that apply to that project. To make the reconciliation process easier, Kahua Analytics utilizes links directly to the fund source, funding, and expense applications, making the process of updating records with lacking information seamless.

Problem

Reconciling underfunded records across a large portfolio of multi-funded projects is a manual, time-consuming process. Without a consolidated view, it can be difficult to trace which specific cost documents or items are lacking funding, and how fund rules and fund sources apply to them.

Benefit

By flagging projects and documents lacking sufficient funding, and linking directly to the relevant fund source, funding, and expense records, this dashboard enables faster identification and resolution of funding gaps. Drilling into a project immediately surfaces the applicable fund rules and fund sources, giving users the full context needed to reconcile records efficiently.

The following apps are necessary to utilize this dashboard:

• Fund Sources

• Portfolio Manager

• Work Breakdown

Out of the Box Dashboard Interface