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This report provides a number of summaries for time data, expense data or both. Using the available selection criteria, you can summarize the output by a variety of attributes (e.g., by Project, Person, Labor Category, Pay Codes, etc), the output can include Bill or Cost information, and a capability exists to displayed results at various levels within your Task WBS. This report also includes financial document labor (when Reporting Options - Include Time is checked), and expense and item transactions (when Reporting Options - Include Expenses is checked).
Note: If your system has multi-entity accounting enabled (see Setup Multi-Entity), then the borrower will see intercompany transactions in this report, if applicable. The intercompany cost rate and cost amount will be used for those transactions. Also note that users with Intercompany Project Viewer role only will not see any results on this report where they are loaning labor across legal entities.
Note: The rounding method used in this report is determined by the Round Project Actuals Summary Report using General Ledger method (round, then sum) (unanet.reporting.rounding.project_actuals_summary) property. When enabled, the report will use the same rounding method as the General Ledger, where calculated amounts are first rounded prior to being summed in subtotals or totals. When disabled, the report will use the legacy method of rounding, where calculated amounts are first summed in subtotals or totals prior to rounding. Using this method, amounts may not tie to General Ledger postings or detail amounts displayed in the report may not sum to subtotals or totals in the report.
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, Customer, or Resource Requestor.
This report is available with all Unanet editions.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
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Project / Person sub-totals will only be displayed if one of the Show selection criteria options is selected (with the exception of the account number option).
