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Parameter

Description

Use Actuals Through

Time before this date will be treated as actualized. Time after this date will be treated as projections.

Include time baselines

Time baselines are defined on the budget tab of your project.

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  • Include unapproved hours in actuals - Unapproved hours are in a draft or submitted state.
  • Include requested hours in projections - Requested hours have not yet been booked.


Include cost baselines

Cost baselines are defined on the budget tab of your project.

  • Include unapproved expenses in actuals - Unapproved expenses are in a draft or submitted state.

Include these metrics

Each project may have multiple baselines. In turn, each of these baselines can have multiple metrics. Choose one of the radio buttons to determine what data is included in the report

  • Primary metrics on active baselines - Each project has one active baseline. Display report data for the one primary metric on this baseline. 
  • All metrics on active baselines - Each project has one active baseline. Display report data for all metrics on this baseline.
  • All metrics on all baselines - Each project may have multiple baselines. Display report data for all metrics on all of these baselines.

Run report for

  • One project - Includes data only for the specified project.
  • Engagements in - Include projects within the specified cost center.

Engagement Search String

Enter search items to query against client, engagement and project. It is possible to do both "or" and "and" searches in the report, but the functionality is limited (there is no way to group expressions with parentheses). Use the "|" character between items to mean "or", a set of space-separated tokens means "and", with no implied order.

Billable engagements only

Report on billable engagements only.

Include closed projects

Report on closed projects.