Ancillary Reports

Ancillary reports display data about the ancillary files connected to the project and the access controls on these files.

You can generate these Ancillary reports:

  • Calendar: Use this report to view a list of the periods, sets, and flags in the calendar file.  Use this report to verify the calendar sets, periods, and flags. This report uses vertical grouping.
  • Rates: Use this report to view a list of rate names, rate dates, and values for the selected rate file. Use this report to verify the rates used in the calculations. You must run the report for all rate sets assigned to classes on a project to properly verify all the rates used. Horizontal grouping is enabled on this report.
  • Codes: Use this report to view a list of codes, thresholds, and codes assigned to the codes for the selected code file. Use this report to verify that the code’s thresholds and codes are correctly entered. Codes on the codes are in the vertical grouping. If you do not have codes assigned to the codes, no extra data is displayed when you expand.
  • Resource Calculations: Use this report to view a list of resources and the calculations defined for each resource. Use this report to verify the resource calculations, rate sets, and source results. To see the calculations, expand the vertical grouping.
  • Resource Codes: Use this report to view a list of resources, thresholds, and codes assigned to a resource. Use this report to verify the resource thresholds and codes. To display the thresholds, expand the horizontal grouping.
  • Classes: Use this report to view a list of the classes assigned to the project.  Use this report to verify the various settings for each class such the class type, level,  forecast method, calendar, rate file, and included classes (the other related classes).
  • Cost Sets and Classes: Use this report to view a list of cost sets on the project, as well as the included classes on each cost set.  Since you choose the cost sets at report time, this report helps you verify the classes included in each cost set on the report.
  • Access: Use this report to view the access control for the selected project and the ancillary data assigned to the project. This report is useful for identifying all validating code files, calendars, and resource files along with the access control to these files. This report has grouping by file type. The report displays all access controls on the following types of files:
    File Access Controls
    Project file (none)
    Rate file Rate File on project

    Rate files on classes

    Calendar File Calendar File on project

    Roll Wave Calendar on project

    Calendar files on the classes

    Resource File on project (none)
    Code File Code Files on control account (CA1, CA2, CA3)

    Code File on work package

    CAM code file

    Codes on control account (C1-C9)

    Codes on work package (C1-C9)

    Codes on code files associated to project (D1-D9)

    Codes on resource file (D1-D9)

    Codes on rate file

    Codes attached to project

  • Report List: Use the report list report to view all reports in the database, including their attributes such as name, description, and access controls.