PROJECT MANAGEMENT ALERTS USING HETEROGENEOUS PROJECT DATA

• US 20150088578A1
• Filed: 02/24/2014
• Published: 03/26/2015
• Est. Priority Date: 09/20/2013
• Status: Abandoned Application

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Oracle International Corporation (Oracle Corporation)
• Inventors: NOWAKOWSKI, David Wayne, BUSS, Scott Gene, EIDE, Michael Donald, NICOL, Beverly Lynn, KELLEHER, Lynn J., LIVINGSTON, Deborah Marie, CABALLERO RUIZ, Maria Leonor, BILTHUIS, John David, SCOTT, David John
• Application Number:
  US14/188,341
• Publication Number:
  US 20150088578A1
• Time in Patent Office: Days
• US Class Current: 705/7.23
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment

Abstract

A method, system, and computer program product for enterprise systems and applications. Embodiments commence upon identifying a first account ledger of first data items and a second account ledger of second data items, then identifying a first data item that is stored in a first unit of measurement (e.g., US Dollars), and further identifying a second data item that is stored in a second unit of measurement (e.g., Euros). Configuration steps associate relationships or calculations (e.g., sums, maximums, conversions, etc.) between the first data item and the second data item. When the value of the first data item or the value of the second data item is changed (e.g., by a user-changed value or by a calculation affecting the data item), then alert logic is invoked. When the relationship between the first data item and the second data item is outside of a pre-calculated range then an alert is raised.

Claims

1. A computer implemented method comprising:

generating ledger data wherein the ledger data comprises a first set of data having a first measurement representation and a second set of data having a second measurement representation;

storing the ledger data wherein the ledger data comprises a first set of data having a first measurement representation and a second set of data having a second measurement representation;

using an application having alert logic and a configuration engine wherein the configuration engine performs a process comprising;

presenting a user interface to a user;

configuring one or more thresholds for alerts, the alerts being respective to the ledger data; and

storing configuration data to relate values for alerts to a given measurement representation;

using the application having alert logic to process alerts by;

identifying at least a first data item of the first set of data having a first measurement representation and at least a second data item of the second set of data having a second measurement representation; and

associating a relationship between the first data item and the second data item; and

displaying in the user interface, one or more alerts when the relationship between the first data item and the second data item is outside of a pre-calculated range or value.

2. The method of claim 1, wherein the relationship between the first data item and the second data item comprises at least one of a first alert threshold value, a second alert threshold value, and a third alert threshold value.

3. The method of claim 2, wherein an alert threshold value comprises an account balance.

4. The method of claim 1, wherein the relationship between the first data item and the second data item comprises a currency exchange rate.

5. The method of claim 1, wherein identifying a first ledger comprises selecting an alert and determining an account or range of accounts to which the alert is associated.

6. The method of claim 1, wherein the relationship between the first data item and the second data item is determined using a user defined formula.

7. The method of claim 1, further comprising a visual display to show an occurrence of an alert state in a row-column format.

8. The method of claim 7, wherein the visual display is filtered to display only accounts that are in an alert state.

9. The method of claim 1, wherein an occurrence of an alert state causes display of at least one of, the first data item in the first unit of measurement and the second data item in the second unit of measurement.

10. The method of claim 1, wherein identifying a first account ledger and identifying a second account ledger is performed by using an account range.

11. A computer program product embodied in a non-transitory computer readable medium, the computer readable medium having stored thereon a sequence of instructions which, when executed by a processor causes the processor to execute a process, the process comprising:

generating ledger data wherein the ledger data comprises a first set of data having a first measurement representation and a second set of data having a second measurement representation;

storing the ledger data wherein the ledger data comprises a first set of data having a first measurement representation and a second set of data having a second measurement representation;

using an application having alert logic and a configuration engine wherein the configuration engine performs a process comprising;

presenting a user interface to a user;

configuring one or more thresholds for alerts, the alerts being respective to the ledger data; and

storing configuration data to relate values for alerts to a given measurement representation;

using the application having alert logic to process alerts by;

identifying at least a first data item of the first set of data having a first measurement representation and at least a second data item of the second set of data having a second measurement representation; and

associating a relationship between the first data item and the second data item; and

displaying in the user interface, one or more alerts when the relationship between the first data item and the second data item is outside of a pre-calculated range or value.

12. The computer program product of claim 11, wherein the relationship between the first data item and the second data item comprises at least one of a first alert threshold value, a second alert threshold value, and a third alert threshold value.

13. The computer program product of claim 12, wherein an alert threshold value comprises an account balance.

14. The computer program product of claim 11, wherein the relationship between the first data item and the second data item comprises a currency exchange rate.

15. The computer program product of claim 11, wherein identifying a first ledger comprises selecting an alert and determining an account or range of accounts to which the alert is associated.

16. The computer program product of claim 11, wherein the relationship between the first data item and the second data item is determined using a user defined formula.

17. The computer program product of claim 11, further comprising instructions to present a visual display to show an occurrence of an alert state in a row-column format.

18. The computer program product of claim 11, wherein an occurrence of an alert state causes display of at least one of, the first data item in the first unit of measurement and the second data item in the second unit of measurement.

19. A system comprising:

a storage device to store ledger data wherein the ledger data comprises a first set of data having a first measurement representation and a second set of data having a second measurement representation;

a configuration engine wherein the configuration engine performs a process comprising;

presenting a user interface to a user;

configuring one or more thresholds for alerts, the alerts being respective to the ledger data;

configuring a relationship between a first data item of the ledger data and a second data item of the ledger data; and

storing configuration data to relate values for alerts to a given measurement representation;

an application to process the first data item of the ledger data and a second data item of the ledger data wherein the first data item is stored in a first unit of measurement, and the second data item is stored in a second unit of measurement different from the first unit of measurement; and

alert logic to raise one or more alerts when the relationship between the first data item and the second data item is outside of a pre-calculated range or value.

20. The system of claim 19, wherein the relationship between the first data item and the second data item comprises at least one of a first alert threshold value, a second alert threshold value, and a third alert threshold value.