Page 24 - GC Using the Reports Dashboard_eBook(SDL)

Activity 2.5 – Run Project Accounting Report(s)

Faye UU Contracts is responsible for tracking burdened costs, profitability, and
revenue on projects. Using the access provided by the Project Viewer and Bill
Rate Manager roles, Faye wishes to run reports to provide insight on these
metrics. Choose one or more options below based on what you use most often
for daily tasks. Login as fcontracts (Faye UU Contracts – Project Viewer and
Bill Rate Manager); Password: welcome

Activity Steps

Option 1: Cost Summary & Status Report
1. Navigate to Reports > Dashboard > Project Accounting Reports.
2. In the Periodic Reports column, select “Cost Summary & Status”.
3. Select the report criteria as indicated below:
REPORT ON: All Projects I can see
PROJECT: CUST-1-DOD 20.CONTENT-PRODUCTION
CUST-1-DOD 20.HELP-DESK
BILLING TYPE: FP
TM
COST REPORT NAME: UU_PM Profit (Gross)
REPORTING PERIOD: CALENDAR:  Month
Start Date: Calendar – Current Year
NUMBER OF PERIODS: 12
ROW OPTIONS:  Show Plans
 Show Actuals Combined with  Budgets
Today Use Actuals Through Date
Calculate remaining plan/budget based on:
 Remaining hours/expenses per work day
INCLUDE EXPENSE REPORTS:  Using Line Item Date within range
 Include non-completed Expense Reports
4. Press Run Report.

Option 2: Project Revenue & Funding Summary Report
1. Navigate to Reports > Dashboard > Project Accounting Reports.
2. In the Summary Reports column, select “Project Revenue & Funding Summary”.
3. Select the report criteria as indicated below:
REPORT ON: All Projects I can see
PROJECT: ORG. CODE CUST-1
BILLING TYPE: CP
TM
DATE RANGE: BOT to EOT
FORECAST OPTIONS: Include Actuals and Assignments
Use Actuals Through Date
Calendar – Current Month
Calculate remaining plan/budget based on:
 Remaining hours/expenses per work day
REPORTING OPTIONS:  Calculate from Project Budgets/Funded Value
Start Date: Calendar – Current Year

LESSON 2: REPORTS DASHBOARD
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