Reports - User - Accrual Details

Overview

This report provides a detailed view of a person own accrued time details.  This report can be run for one or several accrual plans for a particular date range (for the current user).  

The report output will reflect any transactions posted within the report date range.  This may include transactions reflecting an initial balance grant, additional routine periodic accrued amounts, transfer of hours to/from other plans (such as a carryover plan), or plan transfers related to a promotion, as well as time actuals charged against the various accrual projects/tasks.  

Roles

This report is available to users having any of the following roles:  Timesheet User (and their alternates).

License

This report is available with the Project Time, Project Tracking or Project Portfolio licenses.

Topics covered on this help page include:

• Selection Criteria    (options available to tailor report output)

• Example Report Output

You may also be interested in:

• Managing Leave Balances    (for an overview of Leave Balance management options using Unanet)

• Accrual Plans Setup

• Associating users with Accrual Plans

• Posting Accruals

• Adjusting Accrual Balances

• Importing Person Accrual Information

• FAQ - On the Accrual Details report, why does the latest balance not match the Available Hours? (search for this topic in the Knowledge Center)

Selection Criteria

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

Example Report Output

The Available Hours field (in the gray header section) will reflect the current number of hours available on the associated assignment record.  Depending on the selection criteria specified (ie date range, include projected periods, etc.) this value may not align with the last Balance amount (but does reflect the current number of hours that could be charged on a timesheet for this project)..