Reports - Project - Margin (T&E)

Overview

This report provides the ability to compare project bill and cost information.

Differences between the Project Margin (T&E) and Project Margin reports.

The T&E versions only consider revenues and expenses coming in from the Timesheet and Expense Reports. The Project Margin takes into account all project-related transactions.
The T&E versions can show profitability at the Project/task/person/labor category level. The Project Margin can show it at the project/task/posted organization level.
The T&E version can show posted and unposted transactions. The Project Margin shows posted transactions only.
The T&E version is always grouped by Project Org. The Project Margin can be grouped by various combinations of Project Manager, Project Org, Project Owning Org and Posted Org.
The Project Margin can be shown with indirects applied (not available in the T&E version).

Note: If your system has multi-entity accounting enabled (see Setup Multi-Entity), then intercompany labor and expenses will be included in this report, if applicable. The intercompany cost rate and expense report cost amount will be used for intercompany transactions. Borrowers will see the intercompany labor and expense report cost as cost on the cost side. Lenders will see the intercompany labor and expense report cost as revenue on the bill side.

Roles

This report is available to users having any of the following roles: Administrator, P&R Administrator, as well as the following Project Administrators: Project Manager, Project Viewer, Project Lead, Project Approver, or Resource Requestor that have both Cost Rate Manager and Bill Rate Manager roles.

License

This report is available with all Unanet editions.

Topics covered on this help page include:

Selection Criteria (options available to tailor report output)
Example Report Output

Selection Criteria

Field Descriptions (click on a link below for additional information)