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This report can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly, Semi-Monthly, Quarterly or Yearly layout. The report can optionally be run with Budget (aka Assignment) or Plan information, and can also optionally include Actuals through a particular date. Project Administrators will have access to this report. If actuals are included, the report includes financial document labor, expense, and item transactions.
This report is available to users having any of the following roles: Administrator, P&R Administrator, and the following Project Administrators: Project Manager, Project Viewer, Project Lead, Project Approver, or Resource Requestor.
Project Administrators that do not have the Bill or Cost Rate Manager roles can have access to the margin options when the Allow Project Margin Reporting for Non-Cost Rate Managers (unanet.non_cost_mgr.allow_project_margin_reporting) property is enabled.
This report is available with the Project Portfolio family of licenses.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
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The Use Probability Percent control has a dual purpose.
a. It affects the amounts (Hours * Rate) shown for the PLANS only. The amounts shown are the result of the following calculation: (Hours * Rate * Probability %), where Probability % is entered in the Project > Profile > Budget.
b. It also can function as a filter for including projects in the report output. Any project that has Probability % <= the specified value will NOT be included in the output.
