TM Billable Revenue Breakdown (CPA9, BPA9)

Use this screen to run a report that displays Labor costs by Labor Category calculated using the Labor Category billing rate. The report also shows any non-labor burdened costs by cost category. Included charges to the project selected in the Navigation and all tasks below that level, summarized to the level selected.

The columns include ITD cost and activity by period for the last 7 accounting periods. The report initially displays summary cost by major category. Clicking a category line displays totals by Acct ID within that category. Clicking an Acct ID line displays the totals by Vendor.

You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Report Type

Select the type of report you want to display. Choose from the following options:

Cost - Select this option to display unburdened costs charged to the selected project for the last seven accounting periods.
Budget - Select this option to display unburdened costs budgeted to the selected project for the last seven accounting periods, or if you are viewing future budgets, for the next seven periods.

Sub Type

Employee - Select this option to display the grid with the list of employee by project labor category.
Supplier - Select this option to display the grid with the list of non-labor categories by GL account and resource.

Budget Type

If you selected the Budget or Variance report type, select one of the following from the drop-down list:

Budget - Select this option to display the latest budget information.
EAC - Select this option to display the latest EAC information.

EAC displays in the drop-down list only if an EAC exists for the project.

Timing

If you selected a Budget report type, you can choose from the following budget timing options:

Past - Select Past to display seven accounting periods in the past.
Future - Select Future to display seven accounting periods in the future.

Breakdown

Combined - Select this option if you want to merge and export all the details to be displayed in a single grid.

Project ID

Enter, or click to select, the project ID.

Subtasks

After you select the Project ID and set other report options, click Details to display combined or lower levels of details.

The columns that display depends on the report type selected.

Column Headings	Description
Description	This column displays the cost description.
Rate	This column displays the revenue rate.
Commitment	This column displays the amount committed.
ITD	This column displays the Inception To Date amount.
Project ID	This column displays the Project ID.
Major Key Description	This column displays the major key description.
Budget Type	This columns displays the budget type.
View Timing	This column displays the budget timing if Past or Future.
PLC	This column displays the Project Labor Category number.
PLC Name	This column displays the Project Labor Category name.
PLC Description	This column displays the Project Labor Category description.
ID	This column displays the ID number.
Name	This column displays the account name.
Month/Year	This column displays the month and year data.

Related Information

TM Billable Revenue Breakdown (Cost Report Type)

TM Billable Revenue Breakdown (Budget Report Type)