Reports - Project Accounting - Project Summary by Cost Element

Overview

This report provides a summarized view (one line per project) of time charged to a project (optionally Cost Element detail may be included).  The Cost Elements which may be included in this report will depend on the particular Cost Report definition selected at run time.  

-- Only those project's having a Cost Structure defined will be included in the Project Costing reports.  
-- This report includes actuals from timesheets and expense reports in any status, and from financial document labor, expense, and item detail lines.
-- This report will not run unless the Administrator has created at least one Report Definition.

-- You can run the report using work date instead of posted date by selecting "Include posted data using selection criteria (instead of journal post date)" in Reporting Options.

Clicking on the CSV icon at the top of the report criteria page will run the report using the specified criteria but will download the report to a .csv file instead of displaying the report.

 

If you choose to sort by contract in Sorting Options, you will also see the contract code, title, funded value, and total value for each contract. This also applies to the Download report details to CSV option.

Note: If your system has multi-entity accounting enabled (see Setup Multi-Entity), then intercompany transactions for borrowed resources will be included in this report, if applicable. The intercompany cost rate and cost amount will be used for those transactions. Also note that users with Intercompany Project Viewer role only will not see any results on this report where they are loaning resources across legal entities.

Roles

This report is available to users having any of the following roles:  Administrator and P&R Administrator.  

Certain Project Administrator roles can have access to this report under the following conditions:

 

User has Bill Rate Manager Role User has Cost Rate Manager role Allow Project Cost Reporting for Non-Cost Rate Managers (unanet.non_cost_mgr.allow_project_cost_reporting) property enabled Report Access
Yes No Yes Can see and run report
Yes Yes Yes or No Can see and run report
No No Yes Can see report but cannot run it
No Yes Yes or No Can see and run report

 

Note: The Project Administrator roles or  "project oriented" roles referred to in the property description are the ones listed below:

 

License

This report is available with the Project Tracking or Project Portfolio family of licenses.

 

Topics covered on this help page include:

 

You may also be interested in:

 


Selection Criteria

Field Descriptions (click on a link below for additional information)

 



Example Report Output

See Revenue and Cost Reporting Calculations for more information about the values on this report.

 


CSV Output

On this report you will notice the CSV () icon, which can be used to generate a CSV formatted output.  Whatever columns you select under Column Options will also appear in the CSV formatted document.

 

Related Topics