Reports - Project - Periodic - Actuals

Overview

This report can be run to provide a display of cost or revenue actuals in a Daily, Weekly, Monthly, Semi-Monthly, Quarterly or Yearly layout.   

Note: If your system has multi-entity accounting enabled (see Setup Multi-Entity), then intercompany labor and expenses will be included in this report, if applicable. The intercompany cost rate and cost amount will be used for intercompany transactions.

Roles

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.

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