Enhanced interface

Project reports

We offer standard Project package reports through Customization Services (or Platform Services, depending on how your company was implemented). Project reports provide insight into your project accounting, project health, progress, and billings.

Install a standard Project report

You can install standard Project reports through Customization Services or Platform Services. Although you can't modify the installed report, you can duplicate it and modify the duplicated version.

After it's installed, your report will appear under Project Reports in the Projects dropdown menu.

To install the report:

Either:

From the main menu, go to Customization Services > Customization Packages. On the Customization Packages page, select Packages Library. Locate your report and select Install.

Or:

From the main menu, go to Platform Services > Packages and select Package Library. Locate your report and select Install.

You may need to refresh your browser window for your new report to appear in Project Reports.

The following is a list of the standard reports available in the Packages Library:

To run reports on Billable Costs and Unbilled Costs/Expenses, you must have already enabled the necessary dimensions on the Configure Projects page (Projects > Setup > Configuration)

Report	Description	Filters
Audit Log	Enables audit trail on various objects in your company by using smart event logging mechanisms.
Billable Costs by Customer	View costs by customer. View cost entry dates, employee name, item ID, and project ID.	Location, Department, Customer ID
Billable Costs by Project	View costs by project. View cost entry dates, employee name, item ID, and project ID.	Location, Department, Project ID
Employee Time (by employee)	View submitted time of employees.	Location, Department, State (status), Employee ID
Employee Time by Customer	View submitted time of customers.	Location, Department, State (status), Customer ID
Employee Time by Project	View time submitted by employees on a project.	Location, Department, State (status), Project ID
Employee Time by Project with Hrly Cost	View time submitted by employees on a project with hourly cost rates.	Location, Department, State (status), Project ID
Employee Time by Task	View time submitted by employees based on task.
Forecast by Resource
Open Purchase Orders by Project		Location, Department, Customer ID, State (status)
Open Purchase Orders by Project		Location, Department, Project ID, State (status)
PO Amount Remaining on Project	View totals for billable, non-billable, billed, and unbilled hours.	Customer, Project, Project status, Project type
Project Expense Summary		Customer ID, Project status, Project type
Project Financial Summary		Customer ID, Project Status, Project type
Project Hours Summary		Customer ID, Project Status, Project type
Project Progress Billings	View the progress made on billings compared to your budgeted billing amount. You can see how much you've billed to date and much remains to be billed for a project.	Customer ID, Project ID, Project type, Project Manager ID, From/To project start date
Project Resources		Project, Project category, Project status, Project type
Project Status		Project status, Project type, Project manager, Customer
Project Time		Location, Department, State (status), Project ID
Resource Schedule Analysis by Employee		Employee ID, Employee type, Employee manager, Project ID, From/To scheduled begin date
Resource Schedule Analysis by Project		Project ID, From/To scheduled begin date
Task Details by Project		Project status, Project type
Timesheet Approval History		Location, Department, State (status)
Unbilled Costs by Customer	View an unbilled costs to a customer.	Location, Department, Customer ID
Unbilled Costs by Project	View any unbilled costs billable to a project.	Location, Department, Project ID
Unbilled Expenses by Customer	View any unbilled expenses billable to a customer.
Unbilled Expenses by Project	View any unbilled expenses billable to a project.

Project Financial reports

Get extensive insight and visibility with reports created using the Financial Report Writer. Using dimension-rich project transactions enable flexible and powerful financial report construction.

Report	Description	Sorted by
Project Profitability reports	Displays Gross Margin by Project/Employee.
Profit & Loss
General Ledger report

Project Statistical Financial reports

Create labor hour financial reports based on the statistical accounts selected on the Configure Projects page. In the Financial Summary tab on the Project Information page, you can view billable, non-billable, utilized, and non-utilized hours with which these reports consist of.

Report	Description	Sorted by
Labor hours	Displays labor hours for customer and item, or employee and project.	Customer, Item, Employee
Timesheet tracking	Displays different types of labor hours, for example, billable and utilized labor hours.	Employees
Time category by location/employee	Displays the type of labor assigned across different locations and employees.	Location, Employees
Employee utilization report	Analyze employee efficiency to display billable, non-billable, utilized, and non-utilized hours.
Customer List	Displays a list of customers, sorted by customer type, department, customers exceeding credit limits, and more.	Customer type, Department
Employee Time reports
Timesheet Approval History
Resource schedule analysis by employee/project
Project progress billings for budget and actual amounts
Open purchase orders by customer or by project
Unbilled cost and expense reports
Billable costs by customer or by project

Add reports to your dashboard

You can add reports to any of your Dashboards. To add a report to a Dashboard, select Add To Dashboard on your report settings page.

Memorize reports

After you have customized a report, you can memorize your report settings as well as schedule the report to run at some future date. Then you won't have to re-enter settings such as vendor, vendor type, report titles, sort order, and other formatting options. To memorize your report settings, select Memorize on your report settings page.