Management Report screen

Use the Management Report screen to create a report of project information through a selected date. This report displays the Intercompany Setup screen for transactions. You can print or save this report. You can also drill down from a posted cost in the report to view cost detail when the report is run at the detailed level.

Note: To open the Management Report screen, go to Projects > Reports > Management Report.
You can control the output of the Management Report by entering details in one or more of the following fields on the Options tab:
  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, choose the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Report Through Date - Enter the end date for the report, select the date from a Date Picker, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
  • Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Customer - Select one or more customers for the report. If no customers are selected, all customers appear in the report.

  • Project Classification - Select one or more project classifications for the report. If no classifications are selected, all classifications appear in the report.

  • Project Manager - Select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.
  • Project Status - Select the project status for the report. Select Both to show both active and inactive projects in the report.
  • Project - Select one or more projects for the report. If no projects are selected, all projects appear in the report.
  • Change Management Record - Select one or more change management records for the report. If no change management records are selected, all change management records appear in the report.
  • Cost Code - Select one or more cost codes for the report. If no cost codes are selected, all cost codes appear in the report.
  • Include - Select the project to include in the report. Select All projects to show all projects in the report. Select Projects performing as or better than estimated to show only projects where the projected cost for the entire project is less than or equal to the estimated cost in the report. Select Projects performing worse than estimated to show only projects where the projected cost for the entire project is greater than the estimated cost in the report.
  • Include Zero Rows - Select the checkbox to include zero cost rows in the report. Deselect the checkbox to exclude zero cost rows from the report
  • Show Only Cost Codes Over Budget - Select the checkbox to show only cost codes that are over budget on the report.
  • Consolidate Sub Projects and Master Project - Select the checkbox to show the sum of cost codes across master and subprojects, when the cost codes match. Deselect the checkbox to show subproject details.
  • Sort By - Select Project to sort the report by project. Select Division to sort the report by division. Select Project Manager to sort the report by project manager.
  • Detailed/Summary - Select Detailed (drill-down) to show cost code detail at the posting level in the report. If you select the Detailed (drill-down) option, the report provides you the ability to drill down from posted costs to the cost detail transactions. Select Summary to show the costs at the project level in the report.

For information on running the report, see Run and Print Reports.