Module: Project Management
Applet: Reports
Report: PM Reports
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Description - There are 22 system PM Reports:
| 1) | Accounting Summary - Summarized project metrics by General Ledger account. |
| 2) | Accounting Transactions - Itemizes project transactions grouped by General Ledger account. |
| 3) | Expense Transactions - Shows detailed non-labor expense transactions. |
| 4) | Labor Transactions - Shows detailed timesheet transactions. |
| 5) | Market Analysis - Summarized project metrics by market sector. When sorted by market sectors, this report will apply the market sector factor as established in the project setup to all metrics. |
| 6) | Project Backlog - This project calculates backlog (contract, less billed, less WIP). Used only when using revenue recognition to create General Ledger entries for WIP per project. For all other cases, use Custom Report Contract Backlog. |
| 7) | Project Budget Analysis (Bill Amount) - Compares Project Budget Amounts to Project Actuals at the billable rate (effort). |
| 8) | Project Budget Analysis (Cost Amount) - Compares Project Budget Amounts to Project Actuals at the cost rate. For labor transactions, cost is either pay rate, or job cost rate depending on the the configuration in Global Settings. |
| 9) | Project Cost Detail (Single Period) - Cost transactions for a single period of time. |
| 10) | Project Cost Detail (Two Periods) - Cost transactions for two periods of time. |
| 11) | Project History - Five-section report that includes labor transactions for two periods of time, an ODC section for two periods of time, consultant transactions for two periods of time, budget amounts, and billing amounts (current and inception to date). Cost transactions are at pay rate. |
| 12) | Project History (Job Cost) - Same as Project History except cost transactions are shown at the job cost rate. |
| 13) | Project Invoices - Invoices broken down by metric type. |
| 14) | Project Plan - Budgetary information summarized at the allocation level (Job Title for Labor; Expense Code for Non-Labor) derived from Project Planning. |
| 15) | Project Profit - Summarized project metrics show project profitability. WIP on this report is calculated using general ledger entries against a WIP account. |
| 16) | Project Profit (Non G/L) - Summarized project metrics show project profitability. WIP on this report is calculated using transactions with a billing status of R or H. |
| 17) | Resource Schedule - This report shows scheduled work for a period of time. Its intent is to show upcoming work. |
| 18) | Schedule Analysis (Bill Rate) - This report compared scheduled Work-to-Date versus Payroll Labor Cost-to-Date. Non-labor items use cost amount. |
| 19) | Schedule Analysis (Job Cost Rate) - This report compares scheduled Work-to-Date versus Job Cost Labor-to-Date. |
| 20) | Schedule Analysis (Pay Rate) - This report compared scheduled Work-to-Date versus Job Cost Labor-to-Date. Non-labor items use marked up amount. |
| 21) | Unbilled Charges - Project cost transactions with a billing status of R or H summarized at the payee level (employee/vendor). |
| 22) | Unbilled Charges (Detail) - Project cost transactions with a billing status of R or H summarized to the transaction date level. |
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