Reports - Project - Periodic - Performance

Overview

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.

Roles

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

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.

License

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

 

Topics covered on this help page include:

 


Selection Criteria

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

 

 


Example Report Output


Report Tips

The Use Probability Percent control has a dual purpose.  

  1. It affects the amounts (Hours * Rate) shown for the PLANS only.  The amounts shown are the result of the following calculation: (Hours * Rate * Probability %), where Probability % is entered in the Project > Profile > Budget.
  2. It also can function as a filter for including projects in the report output.  Any project that has Probability % <= the specified value will NOT be included in the output.

 

Related Topics