Group |
Project |
Description |
Project analysis report showing tasks with user time and expense costs, including invoiced items |
Business Purpose |
Analyse project time and expense costs against the value of invoiced expenses |
Ideal For |
Project Manager |
Standard project filters
Filter Name |
Selection |
Criteria |
Start date |
Earliest incurred date for items on the report |
Date that the expenses and time were logged to |
End date |
Latest incurred date for time, expenses and invoices on the report |
Date that the expenses and time were logged to |
Field Name |
Description |
Criteria |
Project code |
Project code |
Entered into the project summary |
Project name |
Project name |
Entered into the project summary |
Project Fee |
Project budget fee |
Fee entered in Fee Allocation screen |
Tasks |
Project task name |
Task name entered in Work Structure Deleted tasks are included if they have costs or invoiced items. |
Name |
Name of worker |
Worker allocated in Work Structure page Workers defined in Admin -> Users |
Approved Hours |
Total approved hours |
Hours taken from approved timesheets |
Cost Rate |
Total cost of approved time at the user’s cost rate |
User’s internal rate * total number of approved hours Costs include global extra time rate |
Budgeted Cost |
Total cost of budgeted time at the user’s cost rate |
User’s internal rate * total resourced hours |
Standard Charge Out Rate |
Total charge (before markup) of the user’s logged time |
Number of approved timesheet hours * user’s standard charge out rate. This is unrelated to total invoiced amount |
Ratecard Charge Out Rate |
Total charge (after markup) of the user’s logged time |
Number of approved timesheet hours * user’s project rate card charge out rate (all items are charged at the project rate card regardless of whether this is specified by the invoice rule) |
Approved Expenses |
Total approved expenses for the user |
Total cost of expense sheets that have been approved |
Expenses Charged |
Total charged expenses to the client |
Expense items that have been invoiced |
Total Spent |
Total spent on the project |
Calculated by ‘total of charge out rate’ + ‘approved expenses’ – ‘ expenses charged’ |
Invoiced to Date |
Total invoiced to date |
Total value of all items that have been invoiced |
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