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20. Select the Filter icon. The Filters window opens.
21. Select Fletcher, Erwin P in the Project Manager field.
22. Select the Save button.
Reporting
The Project Figures report returns "As of the Moment" project metrics for a given project
to all its WBS levels. It automatically filters based on project leader designation.
Employees with the designation of Project Accountant can see all projects. By default,
this report shows labor cost as zero.
On this report, any figure, that is cased in blue and has an underline, will render a new
detail report. When the Project Figures report is selected, a blue back-arrow will appear
in the Report Viewer tool bar when a drill-through report has been entered. Clicking the
back arrow will navigate back to the master report. The Project Figures report is
accessible on the tool bar (View) in the Project Administration module (Projects applet)
and the Project Management module (Project Planning applet). A permission under
Project Management called View Labor Cost in Project Figures determines whether a
person can see labor costs on this report.
Note:
• This report honors Project Roles filtering.
• The Project Figures report is "All Time," so be aware of that when comparing
data to reports that use a Date Range or As-of-Date.
Activity 2.3 – Run Reports for Monitoring Project Plans
In this activity, you will run a report used to monitor a project plan. Note: You
must have been granted access to Custom Reports.
Activity Steps
Part 1: Run Project Figures Report
1. Navigate to Project Management > Reports > Project Figures. The Project
Figures window opens.
2. Select New Building in the Project field.
3. Select the Print button. The Project Figures report displays. Note: To drill into
the report, select any of the hyperlinks to view details. To return to the parent
report, select the Back arrow at the top of the screen.
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