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 Resource Breakout Report displays the resource billable rate and billable amount by labor category/rate description. The report sorts by resource and then project manager.
Internal Company – The company from which the data is being reported.
Project Type – Select from Active, Closed or Inactive project statuses.
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.
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.
Sort by Project Manager or Team Leader – Select Neither, Project Manager or Team Leader from the dropdown box to define the primary sort order. This option defaults to Neither.
Sort by Employee or Project – Select Employee or Project from the dropdown box to define the secondary sort order. This option defaults to Employee.
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.