Project Transactions Summary displays Month-to-Date and Project-to-Date hours, billable, write off, cost and margin amounts summarized by Resource/Vendor as of the period specified.
Internal Company – The company from which the data is being reported.
Fiscal Period – Enter the fiscal period to report on.
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.
Project Type – Select the type of project from the dropdown list. Available Project Type options are defined in Project Types under Projects | Setup.