Page 74 - Unanet AE: Using Project Management

Filters for Project Status allow you to choose between active and/or inactive projects.

Charge Types, Sectors, and Report Types
Select the appropriate check boxes in each section to filter the data. Sector Filters allow
selection based on market sectors, but requires project setup considerations for market
sector and associated percentage assignments. These filters are set up in Project
applet under the Project Management module.

Sort & Group By

• 1 and 2 - These options facilitate organization based on client code or other
st
nd
criteria.
Print Expanded
Select the check box to run the report with the data fully expanded.

View Data
If you need more options to view the raw data, select the View Data button. This
displays a data grid that you can export to different formats like Excel or PDF for further
analysis.

Print
The Print button runs the report.

Multi-Currency Tab
The Multi-Currency tab is exclusive to clients using multiple currencies.

Settings Tab
The Settings tab filters the data itself.

Includes
Select the check boxes to include or exclude data based on the available criteria.
Selecting Grand Total creates a Grand Total row at the report's bottom that displays the
sum of all amounts in each column. Rollup Nodes and Work Breakdown Structure
options influence the depth of information displayed in the report.

Date Range Evaluation Methods
• Labor and Non-Labor – Select Transaction Date or G/L Period End Date. Most
clients use Transaction Date. For labor transactions, select Transaction Date for
Timesheet date, and G/L Period End Date for the Labor Distribution General
Journal entry’s G/L period.

Organizational Units

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