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2. Review the reports that summarize project costs and revenue based on plans
and actuals.

Report Name Description
PERIODIC REPORTS
Provides a periodic view of time charged to a project by Cost Element,
displayed in Week, Month or Quarterly increments; projects must have
a Cost Structure defined to be included; report includes actuals from
Cost Summary & Status
timesheets and expense reports in any status, and from financial
document labor, expense, and item detail lines

SUMMARY REPORTS
Provides a one-line summarized view of revenue and funding by
Revenue & Funding Summary project, task, or task roll-up

Activity 2.7 – Generate Reports to Validate Project Plans
Log in as the Project Lead, Gus Lead (glead/welcome).

Activity Steps

Part 1: Generate the Cost Summary & Status Report
1. Navigate to Reports > Dashboard > Project Accounting.
2. In the Periodic Reports table, select “Cost Summary & Status”.
3. Select the report criteria as indicated below:

Report On: All Projects I can see

Project: GS-SE – TRILOBITE RSMGNT-C01-INNOVATION-L
GS-SE – TRILOBITE RSMGNT-GENERAL-PROJECT

Cost Report Name: PM-JSR

Indirect Cost Rate:  Provisional

Reporting Period: CALENDAR:  Year
Calendar – Previous Year 1/1/2022 Start Date
Number Of Periods:
1
Row Options:
Show Actuals Combined with  Plans for Active Plan Sets
5/31/2022 Use Actuals Through Date

Calculate remaining plan/budget based on:

LESSON 2: PLANNING LABOR AND EXPENSES
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