to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.Project Customer Rate Breakout Report displays a breakout of customer labor based on project and labor category. The breakout includes date, employee, hours, description, rate and amount.
Internal Company – The company from which the data is being reported.
Project Type – Select the type of project from the dropdown list. Available Project Type options are defined in Project Types under Projects | Setup.
Project Status – Select from Active, Closed or Inactive project statuses.
Transaction Date – Select a range of dates in the From and To fields that represent the period of time you want to display data from. The transaction date is when the hours were worked based on hours recorded on timesheets for the Transaction Date range selected. The Transaction Date can be validated against the Date in Project Transaction Pending and Billed Console under Projects | Consoles.
Approval Status – Select which transactions you want to display based on Approved, Unapproved, or Both. Selecting Both will result in both approved and unapproved transactions being displayed on the report.
Project Manager – Click Lookup to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.
Customer - Click Lookup to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Project - Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.
Project Home Department – Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.
Project Home Territory – Click Lookup to select the Home Territory assigned to projects to be included on the report. One or more Home Territories may be selected. If the field is empty, all active Home Territories will be considered for inclusion on the report.
Project Home Product – Click Lookup to select the Home Product assigned to projects to be included on the report. One or more Home Products may be selected. If the field is empty, all active Home Products will be considered for inclusion on the report.
Resource – Click Lookup to select the resources to be included on the report. One or more resources may be selected. If the field is empty, all active resources will be considered for inclusion on the report.
Resource Home Department – Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.
Summary or Detail – Select Summary to have the transactions summarized by Project ID. Select Detail to display individual transactions. This option defaults to Detail.
Include Project Totals – Select this check box to have the Project totals included on the report. If the field is unchecked, no totals will display.