Page 33 - GC_Proj_Plan_Participant_GuideSDL

Users with the Project Lead, Project Manager, or Project
Approver roles may access the Project Reports section of the
Reports dashboard. Users without these roles can access the
versions of these reports available in the People Reports section.

Report Name Description
PERIODIC REPORTS

Provides a forecast of cost or revenue information in a Daily, Weekly,
Monthly, Semi-Monthly, Quarterly or Yearly layout. Can summarize the
output by a variety of attributes (e.g., by Project, Person, Labor Category,
Performance Expense Type, etc.), and the output can include Hours, Bill, Cost, Margin, %
Margin or FTE information, with the capability to display results at various
levels within your Task WBS. If actuals are included, the report includes
financial document labor, expense, and item transactions.

Answers a variety of questions regarding how booked a user is, in terms of
actual hours, assigned hours, or planned hours (optionally, requested leave
can be included as booked hours) in a period by period layout with color
Resource Allocation coding to help flag individuals that fall into a particular booked percentage

range. The version available in the People Reports section includes the
ability to select a user’s name in the report output to view additional details.

Provides a forecast of cost or revenue information in a Daily, Weekly,
Monthly, Semi-Monthly, Quarterly or Yearly layout. Can be run with Budget
(aka Assignment) or Plan information and can also include Actuals through a
Forecast particular date. Metrics can be viewed at the organization, project, or task
level along with resources or labor category detailed level. If actuals are
included, the report includes financial document labor, expense, and item
transactions.

LESSON 3: EVALUATING PROJECT PERFORMANCE
©2022 Unanet. All rights reserved. 33