Reports - Project Accounting - Project Summary by Cost Element

Overview

This report provides a summarized view (one line per project) of time charged to a project (optionally Cost Element detail may be included).  The Cost Elements which may be included in this report will depend on the particular Cost Report definition selected at run time.  

-- Only those project's having a Cost Structure defined will be included in the Project Costing reports.  
-- This report includes actuals from timesheets and expense reports in any status, and from financial document labor, expense, and item detail lines.
-- This report will not run unless the Administrator has created at least one Report Definition.

Roles

This report is available to users having any of the following roles:  Administrator, P&R Administrator, and Project Administrators (that also have the Cost Rate Manager role or the Allow Project Cost Reporting for Non-Cost Rate Managers (unanet.non_cost_mgr.allow_project_cost_reporting) property is enabled).

License

This report is available with the Project Tracking or Project Portfolio family of licenses.

Topics covered on this help page include:

• Selection Criteria   (options available to tailor report output)

• Example Report Output

• CSV Output  (options available to save as a CSV report)

You may also be interested in:

• Project Accounting > Instructional Guide    (additional Knowledge Center information)

• Fiscal Year    (Define Project Accounting Fiscal Year begin and end dates)

• Cost Elements    (Define list of Labor, ODC and Indirect Cost pools)

• Cost Report    (Define the list of Cost Elements, formula for sub-total and total lines to be included in your Project Costing reports)

• Cost Structure    (Define list of Cost Structures available in your Unanet installation)

• • Labor Cost    (Specify Labor Cost elements available for a particular Cost Structure)

  • ODC Costs    (Specify ODC Cost elements available for a particular Cost Structure)

  • Indirect Costs    (Define the Indirect Cost pools and their formulas for a particular Cost Structure)

  • Indirect Cost Rates    (Maintain the Target, Provisional and Actual Indirect Cost Rates for each Indirect Cost pool for a particular Cost Structure)

• Labor Cost Post       (Post Labor Cost information)

• Expense Report Cost Post    (Post Expense Report Cost information)

• Revenue and Cost Reporting Calculations    (understand what goes into report calculations)

Selection Criteria

Field Descriptions (click on a link below for additional information)

Example Report Output

See Revenue and Cost Reporting Calculations for more information about the values on this report.

CSV Output

On this report you will notice the CSV () icon, which can be used to generate a CSV formatted output.  Whatever columns you select under Column Options will also appear in the CSV formatted document.