Unbilled Time and Material Costs screen

Use the Unbilled Time and Material Costs screen to create a report of unbilled costs for projects with time and material billing formats and with the Generate Billing Amount from Project checkbox selected on the Project screen. Costs that were excluded from the project billing setup are not included in the report. You can print or save this report.

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

Note: To open the Unbilled Time and Material Costs screen, click Projects > Reports > Unbilled Time and Material Costs in the All Tasks pane.

You can control the output of the Unbilled Time and Material Costs 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, click to select 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, click to select the date from a Date Picker, or click to enter a Date Formulas. 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 - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

  • Project Status - Click to select the project status for the report. Select Both to show both active and inactive projects in the report.

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

  • Project Manager - Click to select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.

  • Customer - Click to select one or more customers for the report. If no customers are selected, all customers appear in the report.

  • Time and Material Billing Format - Click to select one or more time and material billing formats for the report. If no time and material billing formats are selected, all time and material billing formats appear in the report.

  • Cost Type - Click to select one or more cost types for the report. If no cost types are selected, all cost types appear in the report.

  • Sort By - Select Cost Type Category to show unbilled costs by cost type category in the report. Select Cost Code to show unbilled costs by cost code in the report.

  • Include Costs Marked as "Never Bill" - Select the checkbox to include costs marked Never Bill in the report. Deselect the checkbox to exclude costs marked Never Bill from the report.