Project Planning Analysis

Use the Project Planning Analysis report to compare actual performance to your plan. For each plan, the report displays the planned, job-to-date, and estimate-to-complete (ETC) hours and amounts. The report also displays revenue amounts.

Summary or Detail Version

You can generate a consolidated, summary-level report , or you can generate a report that displays transaction detail for labor, expenses, and consultants. If you include expense or consultant detail, you also have the option to display that detail by account.

Settings

The contents of this report depends upon whether or not the following options are selected on the Plan Settings form (Settings > Rsource Planning > Plan Settings):

  • Enable Expense Planning
  • Enable Consultant Planning

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.