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This report can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly, Semi-Monthly, Quarterly or Yearly layout. Using the available selection criteria, you can summarize the output by a variety of attributes (e.g., by Project, Person, Labor Category, Expense Type, etc.), the output can include Hours, Bill, Cost, Margin, % Margin or FTE information, and a capability to display results at various levels within your Task WBS. If actuals are included, the report includes financial document labor, expense, and item transactions.
This report is available to users having any of the following roles: Administrator, P&R Administrator, and the following Project Administrators: Project Manager, Project Viewer, Project Lead, Project Approver, or Resource Requestor.
Project Administrators that do not have the Bill or Cost Rate Manager roles can have access to the margin options when the Allow Project Margin Reporting for Non-Cost Rate Managers (unanet.non_cost_mgr.allow_project_margin_reporting) property is enabled.
This report is available with the Project Portfolio family of licenses.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
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Note: If the user has the Cost Rate Manager, Administrator, or P&R Administrator role, the report shows "COST Rates" based on the rate used in the plan, budget, or actual. If the user has the Bill Rate Manager role (without the Cost Rate Manager role), the report show "BILL Rates" based on the rate used in the plan, budget, or actual.
The Use Probability Percent control has a dual purpose.
