Project Actuals By Month
Shows actuals per project with a 12-month view and the amount billed.
How it works
Search Options
- Grouping - Choose how you want the data to be grouped. Choices are Client, Project Type, Account Manager, or Project Status.
- Page Break - Check this to add a page break in the PDF report between groupings.
- Project Status - Limit the data to a specific Project Status.
- Client ID - Limit the data to a specific Client.
- Account Manager - Limit the data to a specific Account Manager of said projects.
- Starting Month - Since the report will always run 12 months of data, choose the starting month that correlates with the expected results.
- Starting Year - Choose the year of the starting month above.
- Labor And/Or Expenses - Can choose to run the report for; Labor and Expenses, Labor Only, Expenses Only, Hours Only.
- Include Non Billable - This allows you to include project that are checked as Non-Billable from their setup.
- Include Not Posted To WIP - (Only works when using WIP) Recognizes costs that have not been posted to WIP yet.
- Currency - (Only visible if you have multi-currency enabled) Choose which currency to run the report as.
