Group |
Projects |
Description |
Costs incurred (expenses, purchase invoices, timesheets) on each project and the rate that they were charged out for |
Business Purpose |
Identify any work or expenses carried out that has not been invoiced to the client |
Ideal For |
Project Manager |
Standard project filters
Other filters as below
Filter Name |
Selection |
Criteria |
Start Date |
Earliest project start date |
Project start date selected in project summary |
End Date |
Latest project start date |
Project start date selected in project summary |
Include Costs |
Choose whether to display costs in the report |
Individual cost breakdown for each cost item listed – Cost Quantity and Cost Rate |
Include Timesheets |
Select whether to include timesheets in the report |
Submitted timesheets that have been approved |
Week Ends |
Set the date the week ends |
Costs will be shown up to this date for each week |
Expense Types |
Expense Type selection |
Expense types listed in Admin -> Company Settings page |
Job Role |
Job role selection |
User’s job role entered into User Profile page Job Roles defined in Admin -> Job Roles |
Tasks |
Project task selection |
This list is only populated if a single project has been selected, in which case it will list all tasks associated with that project |
Field Name |
Description |
Criteria |
Project Code |
Project code > expandable to show task and user breakdown |
Entered into the project summary |
Project Name |
Project name |
Entered into the project summary |
Client |
Name of client |
Client name entered in Contacts page |
Sector |
Industry Sector of client |
Entered in Contacts -> Clients -> Client details page Sectors defined in Admin -> Company Settings |
Start/End |
Earliest and Latest item incurred dates |
Defined when logging the expense or time |
Status |
Project bid status |
Entered in the Project Summary page |
Fee |
Project budget fee |
Fee entered in Fee Allocation screen |
Cost Total |
Total cost of project |
Total cost of all approved time (except where the time has been reconciled to a Purchase Invoice), expenses and purchase invoices logged to the project within the date range |
Charge Total |
Total charge of the project |
Total value of all invoiced time, expenses and purchase invoices logged to the project within the date range |
Field Name |
Description |
Criteria |
Username |
User name assigned to user |
Assigned in user profile |
Job Role |
Job role assigned to user |
Assigned in user profile |
W/E Date |
Week Ending date for this time and expense analysis |
All time and expenses that fall in the week prior to this date |
Cost Type |
Cost type for this line |
'Timesheet' for all time analysis, Expense Type for all expenses analysis |
Cost Quantity |
Cost quantity for this line |
Hours logged for Timesheets, total quantity for expenses |
Cost Rate |
Cost rate for this line |
Internal rate of user for Timesheets, cost rate for expenses |
Charge Quantity |
Charge quantity for this line |
Charge quantity from invoice item generated from this time or expense entry (invoice item must be generated from invoice rule) |
Charge Rate |
Charge rate for this line |
Charge value from invoice item, hourly charge rate for Timesheets, expense item charge rate for expenses |
Cost Total |
Cost total for this line |
Cost Quantity * Cost Rate |
Charge Total |
Charge total for this line |
Charge Quantity * Charge Rate |
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