Page 27 - GC Using the Reports Dashboard_eBook(SDL)

Show People Organizations: Includes details
of each Person organization assigned to a
selected Project

Show People: Includes details for each Person
assigned to a selected Project.

Show Time Charges: Displays additional
columns to reflect a monetary amount
(hours*rate)

Show Rates: Displays a column containing rate
information for each output row.

Show Expense Types: Includes a column
displaying the Expense Type associated with
each time entry and expense charge on their
own rows; only available if "Include Expenses"
is selected

Show Tasks: Includes details for each Task of
selected Project(s)

Tour 2.6 – Project Reports

Activity 2.7 – Run Project Performance and Status Reports

MyCo project managers (company title, not Unanet role) need to assess their
performance across a subset of projects by comparing planned labor and expenses to
assigned hours and budgeted expenses as well as reviewing actuals entered by Labor
Category. They also want to see the period of performance, funded value, and
percentage complete. Login as Donna Planner (username: dsplanner password:
welcome).

Activity Steps

Part 1: Project Periodic Performance Report
1. Navigate to Reports > Dashboard > Project Reports (Time & Expense Only).
2. In the Periodic Reports column, select “Performance”.
3. Select the report criteria as indicated below:
REPORT ON: All Projects I can see
PROJECT: ORG. CODE CUST-1
PROJECT CODE 20.%
REPORTING PERIOD: CALENDAR:  Month
Start Date: Calendar – Current Year

LESSON 2: REPORTS DASHBOARD
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