Project Tracking Detail Report

This report produces information regarding projects. It can be used to track departments, locations, workers, client managers, and suppliers.

This report produces the following output columns:

Summary Report output
- Operational Unit
- Earnings E/D - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Billing Cost Allocation Fields 1-xx - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Total
Detail Report output
- Earnings E/D - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Billing Cost Allocation Fields 1-xx - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Manager
- Operational Unit
- Department #
- Worker
- Supplier
- Total
Detail section for Summary and Detail reports
- Supplier Name - One row output per unique data combination for the supplier
  - Supplier Name
  - Manager
  - Worker
  - Invoice #
  - AP Invoice #
  - Earnings E/D
  - Req #
  - Category
  - Operational Unit
  - Department #
  - Line #
  - Timecard Status
  - Rate Application Type
  - Bill Rate
  - Date Worked
  - Days
  - Regular Hours
  - OT Hours
  - DT Hours
  - PTO Hours
  - PTO Billable Hours
  - Multiple Rates
  - Piece Rates
  - Holiday Hours
  - % Allocated
  - Milestone Amount
  - Material Amount
  - Position Amount
  - Expense Amount
  - Adjustment Amount
  - Sales Tax
  - Bill Amount
  - Worker Notes
  - Product/Project (PPSID) Expense Type
  - Project Task Expense Type
  - Billable Expense Type
  - Billing Cost Allocation Fields 1-xx
  - Project Worker Eng #


Filter	Description
Billing Cost Allocation Name	Select Project Code or Project/Product Name from the drop down.
Billing Cost Allocation Value	Depending on your selection in the Billing Cost Allocation Name filter field, select the correct billing allocation value or values to filter by.
Operational Unit	Filter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
Work Location	Select the location or locations to filter the output by. You can select multiple locations. This field is set to 'All' by default.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Supplier	Select the supplier/vendor of the project workers. You can select multiple entities. This field is set to 'All' by default.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See Invoicing.
Status	Select the status for the project to filter the output by. You can select multiple statuses. This field is set to 'All' by default
Status Reason	Select the value set in the Reason field on the engagement.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings E/D - Filter by earnings end date Invoice E/D - Filter by invoice end date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.